Senior Tax Manager
Job Description
An established accountancy practice is looking to appoint an experienced Private Client Tax Senior Manager to join its growing team.
The role offers responsibility for a varied portfolio of HNW individuals, trusts, estates and business owners , alongside exposure to more complex advisory and tax planning work.
The Opportunity
You'll take ownership of a portfolio of private clients, acting as a trusted adviser and working closely with Partners and Directors on more complex matters.
Key responsibilities will include:
-
Managing a portfolio of HNW and private clients
-
Acting as a key point of contact for individuals, trustees and professional advisers
-
Overseeing personal tax, trust and estate compliance
-
Advising across areas including IHT, CGT, income tax and trusts
-
Identifying tax planning and advisory opportunities
-
Supporting complex trust, estate and succession planning projects
-
Dealing with HMRC correspondence and enquiries where required
-
Reviewing work and providing technical guidance to the wider team
-
Supporting and developing junior members of the team
-
Building strong, long-term client relationships and contributing to the growth of the portfolio What We're Looking For
-
CTA qualified, or ACA/ACCA qualified with significant personal tax experience
-
Strong UK practice background
-
Proven experience managing a private client portfolio
-
Strong technical knowledge across personal tax, trusts and estates
-
Experience working with HNW/UHNW individuals
-
Good exposure to IHT, CGT and trust-related matters
-
Previous team leadership or mentoring experience
-
Strong communication and client relationship skills
-
A commercial and proactive approach to client service What's on Offer
-
Competitive salary and benefits
-
Hybrid and flexible working
-
Exposure to complex HNW and private client work
-
Strong advisory and technical development
-
Client-facing responsibility
-
Supportive team environment
-
Clear opportunities for progression If you're an experienced private client tax professional looking for a senior role with greater responsibility and exposure to complex advisory work, get in touch for a confidential conversation.
Similar Jobs
Explore similar searches
Browse more roles related to Senior Tax Manager.