Tax Manager
Tax Manager - Financial Services (HNW)
A leading mid-market advisory firm is looking to add a Tax Manager to its growing Financial Services practice, focused on high-net-worth individuals and families.
The Role
- Manage a portfolio of HNW/UHNW clients, including investors, executives, and family offices
- Oversee complex individual, trust, and estate tax matters
- Provide advisory across wealth structuring, succession planning, and cross-border issues
- Review returns and mentor junior team members
- Partner with senior leadership on client strategy and growth initiatives
What We're Looking For
- CPA/CTA qualified (or equivalent)
- Strong experience advising HNW individuals within financial services
- Confident managing client relationships and delivering tailored advice
- Technically strong with a commercial, client-first mindset
Why Consider It
- Premium client base - meaningful exposure to complex, high-value HNW work
- Advisory-led environment - less compliance-heavy, more strategic client engagement
- Growth trajectory - a firm investing heavily in its Financial Services and Private Client offering
- Entrepreneurial culture - opportunity to shape client relationships and build your own profile
- Collaborative, close-knit team - strong leadership access without big firm bureaucracy
- Clear progression - genuine path to Senior Manager/Director with visibility from leadership
If you're looking for a role that offers greater client ownership, higher-quality advisory work, and a platform for progression, this is a standout opportunity.
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