Private Client Tax Advisor (Clear path to Partner) Permanent

Senior Tax Manager – Private Client Advisory
Advisory-Only Focus | Progression to Partner | Hybrid Working

An exceptional opportunity has arisen for an experienced private client tax professional to step into a pure advisory role within a highly respected and growing practice. This position offers a clear and supported route to Partner, making it ideal for an ambitious Senior Tax Manager seeking their next major career move.

Why This Role?
This is not your typical compliance-heavy position. You’ll focus solely on delivering high-value tax advisory services to a varied and loyal client base, including high-net-worth individuals and owner-managed businesses. Working closely with a supportive Tax Director, you’ll receive hands-on mentorship as you develop towards Director and, ultimately, Partner.

You’ll be part of a collaborative and high-performing tax team with a strong track record of developing senior talent, in a firm that values progression, balance, and employee ownership.

What You’ll Be Doing:

• Advising private clients on a range of tax planning matters including IHT, CGT, succession planning, and residency
• Managing client relationships and offering strategic input across their personal and business interests
• Leading advisory projects including family wealth planning, restructuring, and HMRC enquiries
• Reviewing complex personal tax returns and managing P11Ds
• Developing and mentoring junior staff, and reviewing their technical work
• Contributing to the strategic direction of the tax function and attending monthly leadership meetings

What We’re Looking For:

• CTA qualified (or equivalent) with strong post-qualification experience
• A proven track record managing a portfolio of private clients in practice
• Significant advisory experience, especially across IHT, CGT, and succession planning
• Exposure to corporate tax in an OMB context is beneficial but not essential
• Strong communication skills with a client-first mindset
• A natural leader with the drive to shape a team and progress to Partner

What’s On Offer:

• Profit share bonus (paid consistently in recent years)
• Additional manager-level bonus
• Growth share plan with potential for equity participation
• Flexible hybrid working and early Friday finishes
• Health Cash Plan, Perkbox, and Employee Assistance Programme
• Competitive annual leave and ongoing career development

Tagged as: Personal Tax, private client tax, personal tax advisory, private client tax advisory