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This is an exciting opportunity to lead advisory work, manage high-net-worth clients, and mentor a team of junior staff.
The RoleAs a Senior Manager, you will oversee a portfolio of private clients, including high-net-worth individuals, partnerships, and UK/non-UK resident clients. You will be a key point of contact, providing expert advice on tax planning, compliance, and advisory projects.
You will also play a vital role in business development, process improvement, and staff training, ensuring the team delivers high-quality services efficiently.
Key Responsibilities- Manage a diverse portfolio of private clients, overseeing tax compliance and advisory services.
- Lead technical advisory work, including inheritance tax planning, capital gains tax matters, and trust and estate planning.
- Develop strong client relationships, delivering complex tax advice clearly and concisely.
- Oversee and mentor junior staff, providing technical training and professional development.
- Support business development, including client pitches, proposals, and cross-referrals.
- Monitor team progress, WIP, and billing, ensuring targets and deadlines are met.
- CTA-qualified (or equivalent) with strong private client tax experience.
- Expertise in personal tax, trusts, capital gains tax, and inheritance tax planning.
- Ability to communicate complex tax matters to clients and colleagues confidently.
- Experience managing a team, reviewing work, and providing leadership.
- A commercial mindset, with a track record of business development.
- Competitive salary and benefits
- Hybrid working
- Career progression opportunities within a supportive and ambitious team
Apply today to take the next step in your Private Client Tax career!
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
