Private Client Tax Senior Manager
New Today
This is an excellent opportunity for a Private Client Tax Senior Manager to lead and manage a portfolio of private clients, providing strategic tax advice and compliance services. Based in Redhill, this role is ideal for a tax professional looking to progress their career within the professional services industry.
Client Details
This position is with a well‑established professional services firm that specialises in providing expert tax advice and solutions. The organisation is medium‑size, offering a wealth of resources while maintaining a collaborative and supportive environment.
Description
- Manage and oversee a varied portfolio of clients, including HNW individuals, non‑residents, trusts and family offices as well as Long Term and Short Term Residents.
- Act as the main point of contact for key clients, building and maintaining long‑term relationships.
- Lead on complex tax compliance and advisory projects, including UK trust and estate matters.
- Provide technical guidance and review work prepared by managers, seniors, and trainees.
- Manage staff resourcing, workflow, and budgets across multiple assignments.
- Mentor, develop, and appraise junior team members to support career progression.
- Identify and deliver opportunities for cross‑service collaboration and business development.
- Contribute to the firm's marketing initiatives (articles, presentations, networking, events) to build visibility and attract new clients.
- Ensure compliance with firm policies, risk management procedures, and regulatory requirements.
- Contribute to the strategic direction of the tax team and support directors with practice growth initiatives.
Profile
A successful Private Client Tax Senior Manager should have:
- Professional qualifications in tax or accounting, such as CTA.
- Strong technical knowledge of UK private client tax regulations.
- Proven experience managing a portfolio of private clients.
- Excellent communication skills and the ability to build strong client relationships.
- A proactive approach to identifying tax planning opportunities.
- Experience mentoring and supporting junior team members.
- A commitment to maintaining the highest standards of professional integrity.
Job Offer
- A competitive salary in the range of £70000 to £80000 per annum, depending on experience.
- Comprehensive benefits package, including pension contributions.
- Generous holiday allowance to support work‑life balance.
- Opportunities for professional development and career progression.
- A collaborative and supportive working environment in Redhill.
- Hybrid working.
- PMI.
- Location:
- Redhill
- Salary:
- £150,000 - £200,000
- Job Type:
- FullTime
- Category:
- Finance
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