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Financial Services



Type of Position: Private Client Manager
Pay: £50k - £60k

Private Client Manager - Worthing

We have an excellent opportunity for a CTA qualified individual to join our client's expanding private client taxation team as a manager or senior manager.

About the role

The taxation team is growing to support the thriving financial planning business, both in the UK and overseas. The team currently undertakes high end income and capital tax planning work and compliance for HNWI, internationally mobile individuals and Trusts. The incoming manager will need to work closely with the heads of taxes, on a broad range of income tax, IHT and CGT projects and compliance work. This will often involve residence and remittance basis queries, as our client offers financial planning assistance to UK expats worldwide from their 8 offices around the globe.

About the role holder

A CTA qualification is a prerequisite for this position. As a key member of the team a strong personal tax technical knowledge will be required, as well as excellent communication and management skills. This is a client facing role and there will be a requirement to support more junior members of the team, as well as assist in client advisory with the financial planners. The role will be split between compliance, where you will manage your own allocated client base, and advisory.

Essential Criteria

CTA qualified
Strong leadership and personnel management skills
Excellent Microsoft word and advanced excel
Experience with Microsoft Teams/Video Calls
Proven experience in forming and maintaining client relationships
Excellent analytical and time management skills with attention to detail

Desirable Criteria

5 years experience within a tax role
Knowledge of non-dom status


Worthing, West Sussex (Head Office), however our client is embracing agile working and it will be possible to split your working week between home and the office.


- 30 days holiday, plus bank holidays
- Christmas holiday
- Birthday holiday
- Pension scheme contribution
- Permanent health insurance
- Life insurance
- Agile working
- Family friendly benefit enhancements

Please email your CV to to register your interest.

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