Private Client Manager - Family Office

Top 10 Firm £70,000 - £85,000 + Benefits Central London / Hybrid

I'm working closely with a Top 10 accountancy and advisory firm that is continuing to grow its Family Office and Private Client practice, and is now looking to appoint a talented Private Client Tax Manager.

This is an excellent opportunity for a Private Client Tax Manager seeking greater exposure to advisory work, high-quality clients and a genuinely supportive, partner-led culture - without needing to step into a niche boutique.

As a Private Client Tax Manager, you'll join a well-established and expanding Family Office team, working with HNW/UHNW individuals, families, trusts and estates. The role combines strong technical exposure with client relationship management and clear progression toward Senior Manager.

Key responsibilities for the Private Client Tax Manager include:

• Advising family offices, trusts, estates and private clients
• Managing personal tax compliance and advisory work
• Supporting trust and estate planning projects
• Oversight of portfolio management, billing and WIP
• Developing relationships with clients and internal stakeholders
• Coaching and supporting junior team members

• Meaningful Family Office exposure within a Top 10 firm
• Advisory-led work alongside experienced Partners
• Clear and achievable career progression to Senior Manager
• Hybrid and flexible working embedded into the culture
• Collaborative, inclusive environment with low attrition

This is a Private Client Tax Manager role designed for someone who wants to deepen their advisory experience while continuing to develop technically and commercially.

This role would suit a Private Client Tax Manager who:

• Is ACA and/or CTA qualified
• Has experience in private client tax within practice
• Has exposure to trusts (estates experience desirable)
• Enjoys client interaction and relationship management
• Is ambitious but values balance, culture and quality of work

• £70,000 - £85,000 base salary (depending on experience)
• 25 days' holiday + bank holidays
• Hybrid & flexible working
• Private medical insurance (eligibility applies)
• Life assurance, financial coaching & mortgage advice
• Strong pension and lifestyle benefits
• Defined progression framework and ongoing development

The firm is part of a Top 10 international group, combining a partner-led, relationship-driven ethos with the scale and infrastructure of a large organisation. Diversity, inclusion, flexibility and long-term career development are central to how they operate.

For a confidential discussion about this Private Client Tax Manager - Family Office opportunity, please contact:

Kate Green

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