Full-Time Senior Manager Private Client Tax

• Join a friendly team within a Private Client Tax environment.
• Manage a portfolio of personal clients with complex tax affairs.
• Assist with tax planning initiatives like succession planning.
• Liaise with other service lines to deliver work to clients.
• Oversee compliance tasks completed by junior staff.
• Maintain strong client relationships.
• Develop the junior team.

Key responsibilities:

• Managing a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
• Assisting Partners and Directors with, and when suitable, taking the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Overseeing compliance and fundamental advisory tasks completed by junior staff members.
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Essential requirements and qualifications

• Significant experience gained within another professional services firm.
• Sound knowledge and understanding of private client tax issues.
• Proven technical knowledge and capability to communicate complex messages.
• Experience in tax planning/advisory projects and managing complex compliance issues.
• People management and organisational experience
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

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