Private Client Tax Manager

Private Client Tax Manager (Interim) | West End | 3 Months+ | July Start

Fixed Term Contract | Hybrid Working | Central London | £60,000-£70,000

I'm working with a long-established, highly regarded boutique firm in Marylebone to source an experienced Private Client Tax Manager for an interim assignment of approximately 3 months , with potential to extend.

The Opportunity

A well-respected 7-partner firm with approximately 60 staff is looking for an experienced Private Client Tax Manager to provide cover during a period of planned absence within the team. The assignment is expected to commence imminently, covering August and potentially part of July and/or September.

This is an excellent opportunity for an experienced private client tax professional looking for a high-quality interim role with a firm that punches well above its weight in terms of client complexity and advisory exposure.

The Firm

This well-established firm is based in Marylebone , and has built an exceptional reputation advising entrepreneurial owner-managed businesses and HNW/UHNW private clients. Despite its boutique size, the quality and complexity of work is outstanding.

The Role

Stepping into an experienced Private Client team of ~12, you'll manage a portfolio of private clients including UHNW and HNW individuals, entrepreneurs, non-domiciled clients, and families with international wealth structures.

Day-to-day responsibilities will include:

• Managing your own varied portfolio of private clients across compliance and advisory assignments
• Acting as a main point of contact for client queries
• Reviewing self-assessment tax returns for individuals, partnerships, and trusts
• Advising on complex personal tax matters including non-long-term residents, offshore trusts, IHT, and estate planning
• Liaising with HMRC and third parties to ensure smooth delivery
• Providing guidance and support to junior colleagues and trainees
• Reporting to Directors and Partners

Client Base Includes:

• UHNW and HNW individuals
• Entrepreneurs and OMB owners
• Non-domiciled and internationally mobile clients
• Multi-generational family wealth structures
• Media, entertainment, and arts clients (royalties, IP income)
• Offshore trusts and estates

What You'll Need:

• CTA qualified (or equivalent)
• Strong UK personal tax background at Manager level or above
• Experience with non-domiciled clients and/or trusts highly desirable
• IHT and probate experience advantageous
• Confident managing client relationships independently
• Familiar with CCH (advantageous but not essential)
• Available at short notice (immediate or near-immediate start preferred)

The Details:

• Duration: ~3 months (with potential to extend)
• Location: Marylebone, Central London
• Working Pattern: Hybrid (approximately 60% office / 40% WFH)
• Start: As soon as possible (July/August)
• Rate: Competitive - to be discussed

Why This Role?

A rare chance to work with an exceptional private client portfolio in a firm with a genuinely collaborative culture, strong social calendar (Thursday drinks, team events, quiz nights), and a Central Marylebone location with excellent transport links. The quality of clients and complexity of work is outstanding for a firm of this size.

Interested?
If you're an experienced Private Client Tax Manager available for an interim assignment at short notice, I'd love to hear from you. Kate Green View email address on pro-recruitment.co.uk / View phone number on pro-recruitment.co.uk

________

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their 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 that your recruitment process enables you to present yourself in a way that makes you comfortable.