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Private Client Tax - Law Firm
Posted 3 days 11 hours ago by PRO-TAX RECRUITMENT LIMITED
Senior Private Client Tax & Trusts Advisor - Legal Practice - £70k-£120k
Manager, Senior Manager or Junior Director Level - Central London (Hybrid Working)
A well-established, full-service legal practice located in Central London is seeking an experienced Senior Private Client Tax & Trusts Advisor to join its thriving Private Client team. This is a rare opportunity to take on a senior-level position within a highly collaborative, partner-led firm that offers meaningful work, autonomy, and the chance to help shape the future of its tax offering.
About the Firm
The firm is a single-office legal practice with approximately 60 staff, including 10 partners, offering specialist services across Private Client, Commercial, Property, Employment, and Litigation. The firm is known for its open, collegiate culture and supportive environment - an ethos that underpins its success and long-standing client relationships. As part of its growth strategy, the firm will transition to a limited company structure in April 2025.
The Private Client department is led by a highly experienced partner who works closely with high-net-worth individuals and families on complex wills, estates, and trust matters. The department currently consists of a small, focused tax team and is now looking to bring more work in-house that is currently outsourced to external advisers.
The Opportunity
This new role is key to expanding the firm's internal tax and trusts capability. The successful candidate will work directly with the Head of Private Client Tax and take ownership of a diverse portfolio of matters. The scope of work will include:
- Advising on UK residency and domicile matters
- Inheritance tax and capital gains tax planning and reporting
- Preparation and review of trust and estate accounts
- Tax compliance and advisory services for UK trusts and estates
- Some exposure to offshore trust structures (beneficial but not essential)
- Responding to HMRC enquiries and liaising with external advisors where needed
- Supporting clients through complex life events, ensuring a high level of empathy and discretion
- If appropriate to your experience level, contributing to business development, including cross-selling within the firm and generating new client relationships
This is an ideal role for someone looking to step into a senior advisory position with a clear path to further growth, influence, and impact.
Who We're Looking For
This role would suit a senior private client tax professional - whether currently in practice, accountancy, or a multi-disciplinary advisory firm - who wants to work in a setting that values deep client relationships and quality of service over volume. We're looking for:
- Substantial experience in private client tax, with some trusts and estates exposure
- Strong technical knowledge of relevant UK tax legislation
- A background in trust and estate accounting
- CTA and/or STEP qualification (preferred, not essential)
- Experience with high-value, complex cases involving UK and international elements
- A proactive, solutions-focused approach and strong interpersonal skills
- A team player who values collaboration and shared success
Working Style
Hybrid working policy - typically three days in the office (near Marylebone, with flexibility available)
Close-knit team with a strong emphasis on support, knowledge-sharing, and professional integrity
Face-to-face interviews preferred as part of the firm's careful and considered hiring approach
Competitive salary, reflective of experience and seniority
Discretionary bonus scheme
Opportunity to help shape the direction of the firm's in-house tax services
Long-term career prospects within a stable and growing firm
How to Apply
Contact Stuart on or by email on
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.
PRO-TAX RECRUITMENT LIMITED
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