Private Client Tax Senior Manager; Private Wealth

ROLE

Private Client Tax Senior Manager

£82,000 - £95,000 pa plus benefits

Hybrid role - 3 days a week in the Central London office, 2 days working from home

An exciting opportunity has arisen for an experienced Private Client Tax Senior Manager to join a well-established and growing professional services firm.

This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.

• Managing a large and varied portfolio of private clients
• Providing high-quality tax advice to clients in relation to their personal tax affairs
• Overseeing day-to-day portfolio management including billing, delegation and monitoring work in progress
• Building and maintaining strong client relationships
• Identifying opportunities to develop new work from existing clients
• Supporting business development initiatives and networking activities
• Reviewing work prepared by junior team members and assisting with their development
• Ensuring excellent client service and timely delivery of work

• ACA and/or CTA qualified
• Experience with in private client tax gained in professional practice
• Proven advisory experience is essential
• Excellent client relationship and portfolio management skills

The successful candidate will benefit from ongoing mentorship and support from the senior leadership team, with a strong focus on both technical and soft skills development, including client relationship management and team leadership.

You will also have access to personalised coaching and career development support tailored to your individual goals, with clear progression opportunities and a potential pathway towards Director or Partner level.

• 25 days annual leave increasing with service
• Flexible hours of work
• Excellent pension scheme
• Private medical insurance
• Life assurance (x4 pensionable salary)
• Extensive learning and development opportunities
• Employee benefits portal including vouchers and cashback on everyday purchases
• Regular social events!
• Payment of one professional subscription per annum
• Enhanced parental and family leave

Please apply now or reach out to Lisa Grimes for a confidential discussion