Private Client Tax Senior Manager Director
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Job Summary
Private Client Tax Senior Manager / Director
Truro CircaPermanent
This firm has established one of the most respected private client practices in Cornwall serving an enviable portfolio of high-net-worth individuals landed estates and local entrepreneurs. They are now looking for a senior leaderat either Senior Manager or Director levelto help drive the strategic direction of the Truro tax team. This is a role for a professional who wants to be a prominent figure in the local market offering high-level advisory solutions while being backed by a top-tier national resource.
The Role
Lead the delivery of complex private client tax advisory services focusing on IHT planning capital gains tax mitigation and offshore/onshore trust structures.
Own and grow a significant portfolio of private clients acting as a trusted advisor to families across generations.
Direct the technical quality of the compliance function providing oversight and mentorship to Managers and Seniors in the Truro office.
Work closely with the Partners to drive business development identifying tax planning opportunities and building referral networks with solicitors and land agents.
Play a key role in the firms leadership team contributing to resource planning team development and the overall growth of the South West service line.
About You
CTA and/or ACA/ACCA qualified with substantial post-qualification experience in private client tax.
Currently operating at Senior Manager or Director level within a practice environment.
Technically excellent across personal tax and trusts with the ability to navigate complex legislation and provide clear commercial advice.
A credible senior presence with the relationship-building skills to manage high-value clients and lead a team.
Ideally possesses a strong network in Cornwall or the South West with a passion for the local business community.
Why This Role
For a senior tax professional Truro offers a unique opportunity to handle city-grade advisory work without the Bristol or London commute. The firm has a genuine succession plan in place and for the right individual the path to Partnership is both clear and actively supported. This is a chance to lead a high-performing team in a location that offers an unrivalled quality of life.
