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Private Client Tax Manager

Pro-Tax Recruitment
Posted 11 days ago, valid for 4 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An established legal practice in Central London is seeking a Senior Private Client Tax & Trusts Specialist at the Manager, SM, or Director level.
  • The role involves delivering in-house tax services focusing on UK trusts, estates, and complex advisory work for high-net-worth clients.
  • Candidates should have extensive experience in private client tax, trusts, and estates, ideally with CTA and/or STEP qualifications.
  • The position offers a competitive salary ranging from £80k to £120k, depending on level and experience, along with discretionary bonuses.
  • The firm promotes a hybrid working model and is committed to diversity and inclusion in its recruitment process.

Private Client Tax & Trusts Specialist - London (Hybrid)Manager, SM, or Director Level

An established, full-service legal practice based in Central London is seeking a Senior Private Client Tax & Trusts Specialist to join its growing Private Client department. The firm is known for its collaborative and supportive culture, with a strong reputation in the market for providing high-quality legal and tax advisory services to high-net-worth individuals and families.

The RoleReporting directly to the Head of Private Client Tax, you will take a lead role in delivering and developing in-house tax services, focusing primarily on:

  • Taxation of UK trusts and estates

  • Preparation of trust and estate accounts

  • Inheritance tax and capital gains tax matters

  • UK tax residency and transition issues

  • Advisory work on complex trust arrangements (UK and offshore)

  • Liaising with clients, beneficiaries, and advisors

  • Supporting the transition of tax work currently outsourced to third parties back in-house

If joining at a more senior level, you'll also be expected to contribute to business development and client acquisition initiatives.

The CandidateWe're looking for a highly experienced individual with a strong background in private client tax, trusts, and estates. Ideally:

  • CTA and/or STEP qualified

  • Extensive experience in trust and estate taxation and compliance

  • Strong advisory background with HNW clients

  • Offshore trust knowledge is desirable but not essential

  • Comfortable working independently and collaboratively

  • Commercially minded, with the ability to contribute to business growth

The Firm

  • Medium-sized, London-based law firm with around 60 staff and a single office

  • Known for its close-knit, non-hierarchical culture

  • Private Client department is well-respected and led by a senior practitioner with deep experience in private client tax

  • The firm is transitioning to a limited company structure in April 2025

Work Environment

  • Hybrid working model (typically 3 days in the office)

  • Offices located near Marylebone

  • Face-to-face interviews preferred

Remuneration

  • Competitive salary (£80k-£120k dependent on level, experience and qualifications)

  • Discretionary bonuses

  • Supportive leadership and opportunities for professional growth

To ApplyPlease contact Stuart on or by email at

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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.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.