Private Client Tax Manager
Location: Crawley, West Sussex
Job Type: Permanent | Hybrid Working
Salary: Competitive + Excellent Benefits
Private Client Tax Manager – Crawley
We are recruiting a Private Client Tax Manager on behalf of a highly respected and growing accountancy practice in Crawley. This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a varied portfolio of high-net-worth individuals, families, trusts, and business owners while developing your advisory expertise.
This role is ideal for an established Private Client Tax Manager or an experienced Assistant Manager looking to progress their career within a supportive and technically strong tax team.
The Role
As a Private Client Tax Manager, you'll work closely with Tax Partners and Directors to deliver a blend of advisory and compliance services to a high-quality private client portfolio.
Key responsibilities include:
- Managing a portfolio of high-net-worth individuals, families, and trusts
- Delivering private client tax advisory projects
- Preparing and reviewing personal tax returns and complex tax computations
- Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts, and estate planning
- Attending client meetings and building long-term relationships
- Preparing technical reports and tax advice
- Supporting business sales, succession planning, and family wealth structuring
- Advising on trust taxation and 10-year charge calculations
- Identifying and resolving complex technical tax issues
- Working closely with Tax Partners and specialist teams on advisory assignments
This role offers an excellent balance of compliance and advisory work, making it ideal for someone looking to further develop their private client tax planning experience.
About You
You'll have experience working within Private Client Tax in a UK accountancy practice and be confident managing your own client portfolio.
You'll also have:
- Strong experience in UK Private Client Tax
- Knowledge of Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Experience managing both tax compliance and advisory work
- Excellent client relationship and communication skills
- CTA qualification is preferred, although ATT, ACA, or ACCA qualified candidates with relevant experience will also be considered
- A proactive and commercially minded approach
- Strong organisational skills and attention to detail
Candidates with a predominantly compliance background who are looking to develop their advisory experience are encouraged to apply.
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Exposure to complex private client advisory work
- High-quality portfolio of high-net-worth individuals and trusts
- Ongoing technical training and professional development
- Support from experienced Tax Partners and Directors
- Clear career progression opportunities
- Supportive and collaborative team environment
Location
Based in Crawley, West Sussex, with excellent commuting links from Horsham, East Grinstead, Redhill, Reigate, Haywards Heath, Burgess Hill, Gatwick, Horley, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
📧 jack@oscar-wood.co.uk
📞 07817 796391