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Bearbridge Tax RecruitmentBEARBRIDGE
Private Client TaxPermanentOffice

Private Client Tax Manager

Confidential


About This Role

The opportunity

We're delighted to present a Private Client Tax Manager role at a dynamic mid-tier firm in London's West End. This is a fantastic opportunity for an ambitious CTA qualified professional to lead a portfolio of high-net-worth and owner-managed business clients, working closely with Partners and delivering both compliance and advisory services across a genuinely diverse and rewarding client base.

What you'll be doing

  • Managing a portfolio of approximately 100 predominantly HNWI and OMB clients, building strong relationships and providing expert, timely advice face to face, by phone and email
  • Working collaboratively with other Managers, senior staff and Partners to meet all deadlines and client expectations, flagging any delivery issues early
  • Providing proactive and innovative solutions to clients' taxation requirements, both compliance and advisory
  • Delegating, training and supervising junior staff, reviewing their work and providing constructive feedback
  • Managing WIP, billing and recoverability for your portfolio
  • Attending new business meetings and assisting with client proposals
  • Regularly updating Partners on client issues and managing their input as appropriate

What we're looking for

  • CTA qualified with strong technical knowledge and commercial awareness
  • Experience managing a diverse client portfolio and delivering quality work on time and within budget
  • Proven ability to review others' work, provide feedback and support, and train junior staff
  • Excellent communication skills, both written and verbal, with the ability to explain technical matters clearly to clients
  • Self-starter with strong workload management, interpersonal skills and a genuine passion for client service
  • Confident, ambitious and able to work effectively in a fast-paced environment

What's on offer

Competitive salary. Private medical insurance, 24 days annual leave plus bank holidays and 3 additional days over December, group life insurance, mental and physical health support, cycle to work scheme, season ticket loans, and regular social events. Flexible working: 3 days or more in office, 2 days at home. Excellent office space in Fitzrovia, 9.30am to 5.30pm Monday to Friday.

Next steps

If this role appeals to you, we'd love to hear from you in confidence. Please contact Stuart at stuart@bearbridge.co.uk to discuss further.

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