Private Client Tax Manager – Derby | 4 Day Week + 5% Equity | £45,000–£55,000
A fantastic opportunity has arisen for an experienced Private Client Tax Manager to join a progressive and growing accountancy practice in Derby. This is a senior-level role focused on private client tax compliance and advisory work, ideal for a CTA or ATT-qualified professional seeking autonomy, technical depth and genuine long-term opportunity.
If you’re looking for a Private Client Tax Manager job in Derby offering a 4-day working week, flexible hours, hybrid working and 5% equity, this is a standout opportunity within the Derbyshire market.
About the Private Client Tax Manager Role
This position sits within an expanding private client team, managing a varied portfolio of high-net-worth individuals, families, trusts and owner-managed business clients across Derby and the wider region.
You’ll take ownership of complex personal tax affairs, including inheritance tax planning, trusts and trust tax returns, while providing strategic advisory support. The role combines technical expertise with strong client relationship management.
This opportunity suits a commercially aware Private Client Tax Manager who enjoys advisory interaction and delivering tailored tax planning solutions.
Key Responsibilities (Private Client Tax & Advisory)
- Manage a portfolio of private clients and trusts
- Oversee preparation and review of personal tax returns
- Prepare and review trust tax returns
- Provide advice on inheritance tax (IHT) planning
- Support estate and succession planning assignments
- Liaise directly with clients, trustees and HMRC
- Identify tax planning opportunities
- Ensure compliance with relevant tax legislation and deadlines
- Mentor and support junior tax team members
Skills & Qualifications Required
- ATT / CTA qualified (or equivalent experience)
- Strong background in private client tax within accountancy practice
- Experience advising on inheritance tax planning
- Experience preparing and reviewing trust tax returns
- Confident managing client relationships
- Excellent communication and organisational skills
- Proactive, detail-focused and commercially aware
Why Join This Derby Accountancy Practice?
- £45,000 – £55,000 salary
- 4-day working week (full-time salary)
- 5% equity opportunity
- Flexible working hours
- 1 day per week working from home
- Clear progression pathway to Senior Manager / Director level
- Young, collaborative and modern Derby office
- Supportive leadership and strong team culture
This Derby-based firm combines high-level advisory work with genuine flexibility, offering a modern and people-focused working environment.
About the Firm
You’ll be joining an independent and forward-thinking accountancy practice in Derby with a strong reputation for delivering high-quality private client tax, advisory and compliance services. The firm works closely with entrepreneurial families and individuals and is known for its collaborative culture and commitment to development.
With ambitious growth plans and a modern approach to working, it offers genuine long-term progression opportunities.
Frequently Asked Questions
What qualifications are required for a Private Client Tax Manager role in Derby?
Most Private Client Tax Manager roles require ATT or CTA qualification alongside strong experience in personal tax and trusts within accountancy practice.
What experience is needed for this Tax Manager position?
Candidates should have experience in inheritance tax planning, trust tax returns and managing private client portfolios.
Is hybrid or flexible working available?
Yes. The role offers flexible hours, 1 day per week working from home and a 4-day working week.
What progression opportunities are available?
Private Client Tax Managers typically progress to Senior Tax Manager, Tax Director or Partner level depending on performance and ambition.
If you’re ready to step into a strategic Private Client Tax Manager role in Derby offering complex advisory exposure, equity and genuine work-life balance, apply today to learn more.
