Overview

Private Client Senior Manager — London / Hybrid. Superb opportunity to build a career with a high-quality London Private Client team, offering the potential to progress to Partnership in a prominent team.

Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK residents with non-domiciled status and multi-jurisdictional affairs. The team continues to attract high quality work and is pursuing ongoing succession-planning through a strategic recruitment exercise.

Responsibilities

• Lead and manage client relationships with high net worth and ultra-high net worth individuals and families.
• Provide expert tax planning advice on income and capital taxes, focusing on domicile, residence, remittance, and offshore trust structures.
• Act as a key client-facing adviser, delivering high-quality service and building long-term relationships.
• Support the partners with networking and business development initiatives to grow the client base and practice.
• Manage and develop the Private Client team, working with other tax professionals to deliver integrated client solutions.
• Collaborate with Partners and the wider firm to deliver strategic growth and succession planning.

Qualifications

• CTA qualified personal tax adviser with strong technical knowledge in income and capital taxes planning for wealthy individuals and families.
• Experience advising on domicile, residence, remittance, and offshore trust structures.
• Excellent relationship management and communication skills; comfortable in a client-facing role.
• Interest in networking and business development; prior experience in that area is a key requirement.
• Experience in team leadership or management is desirable.

How to apply

Please email your details to john.corfield@pro-tax.co.uk for further information.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure the recruitment process enables you to present yourself in a way that makes you comfortable.