Private Client Tax Senior Manager

Private Client Tax Senior Manager – Watford

Working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford
.

You’ll manage your own portfolio of High‑Net‑Worth clients, work closely with partners on tax planning and advisory projects
, and play a key role in supporting and developing junior team members.

Their clients include high-net-worth individuals,
sole traders
, partnerships
, and trust beneficiaries
. Whilst most are UK‑based, you’ll also gain exposure to non‑resident and non‑domiciled clients, offering a rich variety of complex and interesting work – from residency planning to international structuring.

• Managing all aspects of annual tax compliance for your client portfolio, including income tax, capital gains tax, and National Insurance matters.
• Reviewing Self Assessment tax returns prepared by other team members and ensuring accurate, timely electronic filing.
• Acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face‑to‑face meetings.
• Assisting partners in the delivery of bespoke advisory projects, including inheritance tax planning, residence and domicile issues, trust matters, and business structuring.
• Preparing and attending client meetings, setting budgets, managing workloads, and ensuring work is completed efficiently and within deadlines.
• Liaising with HMRC regarding enquiries and disclosures, including correspondence under the digital disclosure facility.
• Coordinating information from clients and third‑party professionals to ensure smooth and accurate tax return preparation.
• Managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns.
• Contributing to internal management meetings and supporting team development and training.
• Participating in networking and business development activities to help grow the firm’s client base.

• ATT or CTA qualification (or working towards).
• Strong technical knowledge of UK personal tax compliance and planning.
• Experience managing a client portfolio, ideally of HNWIs or complex private clients.
• Excellent communication and relationship building skills.
• Ability to manage deadlines, delegate effectively, and take initiative.
• A proactive, professional approach with a focus on quality and client care.

• Mid‑Senior level

• Full‑time

• Accounting / Auditing
• Industries:
  Accounting