Back to jobs

Private Client Tax Manager

Private Client Tax Manager

A strong performing Practice based in Leatherhead are in need of 2 Private Tax Managers for their collaborative and warm cultured Private Client Tax department.

If you want to be part of a supportive and growing department where partners place a large emphasis on their team's career goals and aspiration, then this is a perfect role for you.


As a Private Client Tax Manager you will be expected to:

  • Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up
  • Be involved in any Revenue enquiry matters
  • Review client base and identify additional opportunities
  • Maintain regular communication with all clients and related 3rd parties
  • Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees
  • Prepare budgets, complete work within budget and report to Partners on any variances from budget
  • Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them


  • CTA qualified or studying towards
  • High level of technical advisory expertise
  • Self starter capable of motivating, driving and developing the team
  • Able to demonstrate relevant practical experience in Private Client tax planning
  • Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand
  • Ability to provide excellent client care
  • Strong relationship building, networking and business development skills

If you are ready to take up a new challenge in a rewarding working environment, please apply directly to this role, or, send your CV through to

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.