Private Client Tax Senior Manager
3 Days Old
This is an excellent opportunity for an experienced private client tax professional to take on a senior leadership role, managing complex client affairs, delivering high-quality advisory projects, and helping to shape the future of a highly regarded tax department.
Responsibilities
Manage a diverse portfolio of personal tax clients, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
Lead on tax planning projects such as succession planning, use of trusts and corporate structures, and advising on capital gains and inheritance tax matters.
Work closely with Partners and Directors on complex assignments, taking responsibility for delivering exceptional client service.
Collaborate with other departments (e.g. Accounts and Corporate Tax) to provide joined-up advice and solutions.
Oversee compliance work and provide guidance to more junior team members.
Mentor, coach, and develop junior colleagues, offering constructive feedback and technical training.
Build and maintain strong client relationships, identifying opportunities to add value and contribute to business growth.
Requirements
To succeed in this role, you will need:
Significant experience in private client tax, gained within a professional services firm.
Strong technical knowledge across a wide range of personal tax issues, with proven ability to explain complex matters clearly to clients.
Demonstrable experience in both compliance and advisory work, including tax planning.
Excellent people management skills, with a track record of developing and supporting junior staff.
ACA and/or CTA qualification.
Strong organisational skills and the ability to manage multiple priorities.
Benefits
Salary circa £60,000 - £75,000 per annum.
Hybrid and flexible working arrangements.
Private medical insurance, life assurance, and pension contributions.
Generous holiday allowance, with the option to purchase additional leave.
Shared parental leave and enhanced family policies.
Fully funded training and continuous professional development.
Please contact Joe Potter on (phone number removed) (tel), (phone number removed) (mob), , or via for a confidential conversation.
Refer a friend...
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply)
- Location:
- Salisbury
- Salary:
- £38,000 - £45,000 /annum
- Job Type:
- FullTime
- Category:
- Accounting/Financial/Insurance
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