Private Client Tax Senior Manager; Trusts and Family Office

Job Description

• ROLE:
  Private Client Tax Senior Manager
• SALARY: £82,000 - £95,000 pa plus benefits
• LOCATION :
  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.

THE ROLE

• Managing a portfolio of private client, trust and family office clients
• Providing tax advisory services to trustees, executors and high-net-worth individuals
• Overseeing day-to-day portfolio management including billing, delegation and work in progress monitoring
• Building and maintaining strong client relationships
• Identifying opportunities for additional services and supporting business development initiatives
• Reviewing work prepared by junior team members and assisting with their development
• Supporting the d...