An established accountancy practice is looking to appoint an experienced Private Client Tax Senior Manager to join its growing team.
The role offers responsibility for a varied portfolio of HNW individuals, trusts, estates and business owners , alongside exposure to more complex advisory and tax planning work.
The Opportunity
You'll take ownership of a portfolio of private clients, acting as a trusted adviser and working closely with Partners and Directors on more complex matters.
Key responsibilities will include:
Managing a portfolio of HNW and private clients
Acting as a key point of contact for individuals, trustees and professional advisers
Overseeing personal tax, trust and estate compliance
Advising across areas including IHT, CGT, income tax and trusts
Identifying tax planning and advisory opportunities
Supporting complex trust, estate and succession planning projects
Dealing with HMRC correspondence and enquiries where required
Reviewing work and providing technical guidance to the wider team
Supporting and developing junior members of the team
Building strong, long-term client relationships and contributing to the growth of the portfolio
What We're Looking For
CTA qualified, or ACA/ACCA qualified with significant personal tax experience
Strong UK practice background
Proven experience managing a private client portfolio
Strong technical knowledge across personal tax, trusts and estates
Experience working with HNW/UHNW individuals
Good exposure to IHT, CGT and trust-related matters
Previous team leadership or mentoring experience
Strong communication and client relationship skills
A commercial and proactive approach to client service
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