Private Client Tax Manager / Personal Tax Manager – North West London

£70,000 – £75,000 plus Benefits | Hybrid and Flexible Working

A leading accountancy firm is recruiting a CTA-qualified Private Client Tax Manager to join its growing Personal Tax team in North West London.

This Private Client Tax Manager job offers a combination of complex personal tax compliance, advisory work and client relationship management. You will manage an established portfolio which includes High Net Worth Individuals, Trusts and Estates, entrepreneurs and owner-managed business clients, advising across Income Tax, Capital Gains Tax, Inheritance Tax and residence matters.

The opportunity would suit an established Private Client Tax Manager or Personal Tax Manager seeking high-quality work and continued career progression. Applications are also welcomed from an experienced Tax Assistant Manager who is ready to move into a Manager position.

The Role

Working closely with experienced Partners and senior tax colleagues, you will manage your own portfolio of private clients and act as a principal point of contact.

Your clients will include High Net Worth Individuals, Trusts and Estates, entrepreneurs, company directors and business owners whose personal tax affairs may connect with their wider commercial interests.

The position combines complex compliance work with tax planning and advisory assignments. It offers plenty of direct client contact, technical variety and the opportunity to support the continued growth of the Private Client Tax team.

Responsibilities will include:

Managing a varied portfolio of private clients and acting as their principal point of contact
Preparing and reviewing complex Self Assessment tax returns
Advising on Income Tax, Capital Gains Tax and Inheritance Tax
Supporting clients with residence and wider personal tax matters
Undertaking tax planning and private client advisory assignments
Working with entrepreneurs, company directors and owner-managed business clients
Ensuring tax returns, payments and other compliance obligations are completed within statutory deadlines
Liaising with HMRC on a range of personal tax matters
Carrying out technical research in support of complex client assignments
Reviewing work and providing technical guidance to junior colleagues
Supporting the professional development of less experienced team members
Working with specialists across the wider firm when clients require additional services

About You

You will be CTA qualified with substantial experience gained in Private Client Tax, Personal Tax or a relevant Mixed Tax role within an accountancy practice or professional services firm.

You may currently be working as a:

Private Client Tax Manager
Personal Tax Manager
Private Client Assistant Manager
Personal Tax Assistant Manager
Tax Assistant Manager
Mixed Tax Manager with significant personal tax experience

You will bring:

Strong technical knowledge across UK personal tax
Experience managing or supporting a private client tax portfolio
Experience preparing and reviewing complex Self Assessment tax returns
Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax
Exposure to High Net Worth Individuals, Trusts and Estates, entrepreneurs or business owners
The confidence to manage client relationships and explain complex tax matters clearly
The ability to manage multiple assignments while maintaining a high standard of client service
A collaborative approach and an interest in supporting junior colleagues

Salary and Benefits

Salary guide set by Fletcher George of £70,000 – £75,000, dependent on experience
Hybrid and flexible working
25 days’ holiday plus Bank Holidays
Private Medical Insurance
Life Insurance
Pension scheme
Employee wellbeing initiatives
Ongoing professional development
Long-term career progression
A supportive working environment which promotes a healthy work-life balance

Location

The firm is based in North West London and is well connected by public transport. Hybrid and flexible working are available.

The location may suit candidates based across North West London, West London, Central London, Middlesex, Hertfordshire and surrounding areas.

Next Steps

Please apply or contact Fletcher George for a confidential conversation about this Private Client Tax Manager job in North West London.

Fletcher George welcomes applications from established Managers and experienced Assistant Managers who are ready to take the next step in their Private Client Tax career.

Applicants must have the right to work in the UK.

Fletcher George is acting as an Employment Agency in relation to this vacancy.