Private Client Tax Senior Manager
Share
Job Location:
Monthly Salary:
Posted on:
25-10-2025
Vacancies:
1 Vacancy
Job Summary
- Manage and oversee a varied portfolio including high-net-worth individuals non-residents trusts and family offices.
- Act as the lead point of contact for key clients nurturing and developing long-term relationships.
- Take ownership of complex compliance and advisory projects with a particular focus on UK trust and estate matters.
- Provide technical oversight reviewing the work of managers seniors and trainees.
- Manage workflow budgets and staffing requirements across assignments.
- Mentor and develop junior team members supporting their career progression.
- Contribute to business development marketing initiatives and practice growth.
- Ensure compliance with regulatory requirements and risk management processes.
Requirements
- We are seeking an experienced and ambitious tax professional who can step confidently into a leadership role. The ideal candidate will be:
- CTA qualified (or equivalent) with 8 years experience in tax/accountancy practice.
- Technically strong across personal tax and trusts (onshore and offshore).
- Experienced in managing client portfolios and leading advisory projects.
- A proven leader with excellent communication and influencing skills.
- Commercially astute with the ability to spot and develop opportunities.
- Organised adaptable and confident working under pressure.
- A UK-based professional with the right to work in the UK (visa sponsorship is not available).
Benefits
- In return you will receive a highly competitive package including:
- A competitive salary based on experience
- Hybrid working (up to 2 days from home per week)
- Annual discretionary bonus
- 8% pension (3% employer 5% employee)
- Private medical insurance
- Death in Service Insurance
- Long Term Disability Insurance
- 25 days holiday plus bank holidays
- Annual away day and Christmas party
Required Skills:
We are seeking an experienced and ambitious tax professional who can step confidently into a leadership role. The ideal candidate will be: CTA qualified (or equivalent) with 8 years experience in tax/accountancy practice. Technically strong across personal tax and trusts (onshore and offshore). Experienced in managing client portfolios and leading advisory projects. A proven leader with excellent communication and influencing skills. Commercially astute with the ability to spot and develop opportunities. Organised adaptable and confident working under pressure. A UK-based professional with the right to work in the UK (visa sponsorship is not available).
Required Education:
We are seeking an experienced and ambitious tax professional who can step confidently into a leadership role. The ideal candidate will be:CTA qualified (or equivalent) with 8 years experience in tax/accountancy strong across personal tax and trusts (onshore and offshore).Experienced in managing client portfolios and leading advisory projects.A proven leader with excellent communication and influencing astute with the ability to spot and develo
Company Industry
IT Services and IT Consulting
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
