Full-Time Private Client Tax Services Senior Manager

Join one of the largest accountancy practices in the area and become part of a friendly team with a strong collaborative spirit within a Private Client Tax environment.

Location: The office is a 13-minute walk from Salisbury Train station and is located in the center of a lovely market town.

Team: You will join a team with a diverse portfolio including some complex issues to navigate, specializing in Landed Estates and rural businesses, working for titled families.

Key Responsibilities

• Manage a portfolio of personal clients with complex tax affairs (HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts).
• Assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives (e.g., succession planning through trusts and corporate structures, addressing capital gains and inheritance tax concerns).
• Liaise with other service lines (e.g., Accounts & Corporate Tax) to deliver work to clients.
• Oversee compliance and fundamental advisory tasks completed by junior staff members.
• Maintain strong client relationships and support senior team members to identify new work opportunities.
• Develop more junior team members by providing timely feedback and assisting with technical and personal development.

Requirements and Qualifications

• Significant experience within a professional services firm.
• Sound knowledge and understanding of private client tax issues.
• Proven technical knowledge and ability to communicate complex messages to clients effectively.
• Experience in tax planning/advisory projects and managing complex compliance issues.
• People management and organizational experience.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

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