Private Client Tax Manager – Owner-Managed Businesses

Reference: 10564

• Join a growing Private Client Tax team within an established, independent-style accountancy practice.
• Advise entrepreneurs, high-net-worth individuals and owner-managed businesses on complex personal and business tax matters.
• Gain exposure to tax-efficient profit extraction, wealth structuring, succession planning and shareholder taxation.
• Take ownership of client relationships and deliver a mixture of compliance and high-value advisory work.
• Work closely with experienced Partners and specialists across personal tax, corporate tax and audit.
• Benefit from a supportive working environment, strong professional development and genuine career progression opportunities.

• Manage a portfolio of owner-managed businesses, entrepreneurs and high-net-worth individuals.
• Oversee personal tax compliance while delivering proactive tax planning and advisory services.
• Advise on shareholder taxation, corporation tax interactions and tax-efficient profit extraction.
• Support clients with succession planning, wealth preservation and family business structuring.
• Provide advice on employee share incentives, including Enterprise Investment Scheme matters where appropriate.
• Develop strong client relationships and identify additional advisory opportunities.
• Collaborate with corporate tax, audit and other specialist teams to deliver integrated tax solutions.
• Review technical work, mentor junior colleagues and support the development of the wider team.

• Strong experience in UK Private Client Tax, Personal Tax or mixed tax advisory.
• Good technical knowledge of personal taxation and the tax issues affecting owner-managed businesses.
• Experience advising entrepreneurs, shareholders, family businesses or high-net-worth individuals.
• ACA or CTA qualified.
• Knowledge of trusts, estates, succession planning and corporate tax matters would be advantageous.
• Experience managing client portfolios, delivering advisory projects and supervising junior colleagues.
• Strong communication skills, commercial awareness and a client-focused approach.

• Salary of 60,000–75,000 DOE
• Competitive benefits package.
• Opportunities to work on varied tax advisory and compliance projects.
• Close collaboration with Partners and senior tax specialists.
• Clear opportunities for career progression within a growing practice.
• Ongoing technical training, CPD and professional development.
• Supportive working environment with an emphasis on work-life balance.
• Regular team events and social activities.