We are looking for a CTA qualified Private Client Tax Manager to support our busy period for 3 months, managing a diverse portfolio and delivering clear, high quality advice within a collaborative and supportive team.
WHO WE ARE
SRLV is a mid-tier firm of chartered accountants, business management specialists and corporate and private client advisors based in London’s vibrant West End. Founded in 1988, we have evolved into a £30m+ turnover business with 21 partners and 300+ staff supporting an enviable roster of A-list corporate and private clients worldwide.
From entrepreneurial scale ups, international restaurant groups and luxury retail to well-known names in music, entertainment and sport, our clients are inspiringly diverse and rewarding to work for. Their varied interests mean that teams often work collaboratively across our four divisions. This gives our people the freedom to work both individually and as one multi-specialist client team so we’re always learning, from intern right through to partner.
Founded on the principles of a family business, people are the beating heart of our business. Relationships of trust, whether with our staff, clients or professional network are the bedrock of what we do; people and relationships come first. We see everyone as individuals and aim to create an environment where everyone feels welcomed, supported and free to be themselves. There is no single career path at SRLV. Our people succeed in different ways, at different stages of their careers. It is a nurturing culture where everyone is encouraged to thrive.
THE ROLE
Are you a CTA‑qualified tax professional looking for a new challenge? This is an exciting opportunity for a motivated Private Client Tax Manager to further their tax career and gain exceptional experience, working with fascinating clients and complex matters. As part of our Private Client Division, you’ll work closely with Partners and senior colleagues who will coach, support and guide you. We’ll help you refine your technical expertise, strengthen your advisory skills and build confidence in your own judgement, but we’ll also encourage you to explore your interests, so you can decide where you’d like to take your career next and how you want to specialise.
With the firm’s continued growth comes an opportunity for a Manager to provide high‑level tax support to Partners and manage a portfolio of clients alongside ad‑hoc consultancy work. Your wellbeing matters to us. We understand that balancing compliance, advisory and client expectations can be demanding at times, which is why we prioritise realistic workloads, open communication and a supportive team environment. Our aim is to give you the best chance of performing at your best without unnecessary pressure.
There is no single career path at SRLV; our focus is on getting to know you as a person and finding the right character fit for our team, not just the strongest technical specialists. If you like the sound of our approach and feel this opportunity could be a good fit for you, we’d love you to apply.
KEY RESPONSIBILITIES
- Taking responsibility for the management of a portfolio of approximately 100 predominantly HNWI and OMB clients.
- Building strong and successful relationships and providing expert, timely and comprehensive advice face to face and via phone and email.
- Working successfully with other Managers, more senior staff and Partners across the firm to ensure that all deadlines and client expectations are met, highlighting any delivery issues and suggesting approach to rectify.
- Regularly updating the Partners to discuss client issues or concerns and managing their input as appropriate.
- Providing proactive and innovative solutions to clients.
- Attending new business meetings and assisting with new client proposals.
- Delegating and training junior staff to assist in client work.
- Supervising, overseeing and reviewing work undertaken by junior staff.
- Managing WIP, billing and recoverability for the portfolio.
- General administration as per the requirements of the portfolio
WHO YOU ARE
Our people have the experience and expertise to advise clients and work collaboratively to support them at the highest level. When expanding our teams, we look for curiosity, motivation and a desire to develop – thoughtful people who will bring different perspectives and experience. People who want to contribute to a high-quality client service as part of a dynamic but supportive team.
To be considered, you should be/have:
- CTA qualified
- Technical all-rounder with a desire to increase and expand knowledge and experience.
- Experience of managing projects to deliver a quality product on time and within budget.
- Experienced in reviewing the work of others, providing feedback and support as necessary.
- Strong technical knowledge and commercial awareness.
- Impeccable communication skills – both written and verbal – with the ability to provide a professional yet personal service and communicate technical information to clients in a simple, clear and effective manner.
- Appreciate the bigger picture of the client’s affairs, including the ability to show initiative and find solutions to problems.
- Confident, ambitious and with the ability to cope in a fast-paced environment, delivering work to agreed timescales.
- Excellent workload management and interpersonal skills.
- Self-starter with the ability to work outside defined parameters.
- Excellent work ethic and desire to provide a superior client service.
WHY SRLV
Working across four core divisions, many of our partners and people began their careers with us, thriving on the culture, rewarding client work and opportunities to grow. Whether you’re looking to expand your professional experience in a senior position or find an inspiring support role, we offer a high calibre client base on par with the Big Four, collaborative team-working and personalised career paths.
We understand that careers are not all linear, and support progression that reflects different ambitions, life stages and work styles. Whether it’s exploring your interests, learning a new industry or switching specialisms, we’ll encourage you to become the professional you want to be and the trusted advisor our clients need.
From exams and fully funded CPD to management programmes, we invest heavily in tailored training and encourage personalised progression for everyone, regardless of their role. A generous flexible benefits package prioritises wellbeing and work-life balance and recognises that we genuinely care about our people and that they feel fully supported.
BENEFITS
Based in our contemporary open plan offices in London’s vibrant West-End, our staff enjoy a wide range of benefits:
Competitive salary with opportunities for promotion and annual pay rises
- 3% pension contribution
- 24 days’ annual leave plus 8 bank holidays & 3 additional days over Christmas
- Flexible leave and enhanced maternity/paternity pay package
- Flexible & hybrid working
- Workplace nursery scheme
- Discretionary annual appraisal bonus scheme
- Discretionary bonus scheme for gaining ACCA & ACA qualifications
- Wellbeing support, including counselling, gym & other fitness discounts
- Private medical insurance and options for family cover
- Medical cashback scheme for medical expenses, including dental & optical treatment
- Life Insurance
- Cycle to work scheme & season ticket loans
- Regular socials and community events – pizza Fridays, rooftop drinks, firmwide parties and fundraisers
ADDITIONAL INFORMATION
- 9.30am-5.30pm, Monday to Friday
- Flexible working: 3 days (+) in office, 2 days at home