Private Client Tax Senior Manager

Job Overview

The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry.

Client Details:
This is an opportunity to join a well‑established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client‑centric approach in Leatherhead.

As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net‑worth individuals, including those who are UK and non‑UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs.

The day‑to‑day work will encompass:

• Reviewing the tax returns prepared by consultants and providing technical input.
• Identifying opportunities for restructuring clients' tax affairs and raising these with the client partner or the client.
• Providing specialist tax advisory services to clients, including estate planning, inheritance tax planning, wealth structuring, domicile issues.
• Dealing with HMRC on tax investigations.
• Acting as point of contact for clients, alongside the Partner.

The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be capable of delivering accurate information on a timely basis.

Required skills, experience and attributes:

• CTA qualified with a minimum of 5 years post‑qualification experience.
• Experience of working with a complex UK and non‑domiciled HMW client base.
• Ability to manage workflow in a busy and demanding environment.
• Outstanding written and verbal communication.
• Ability to work under pressure and in a deadline‑driven environment.
• Excellent IT skills and receptive to technology changes.

• Competitive salary in the range of £85,000 to £95,000.
• Permanent position with opportunities for career progression.
• Based in Leatherhead with a supportive and professional work environment.
• Hybrid working.
• Free parking.
• PMI.