Private Client Tax Senior Manager
TPF Recruitment are delighted to be working with a prestigious and growing firm of chartered accountants who are seeking a Private Client Tax Senior Manager to join their well-established team in Salisbury.
This is an excellent opportunity for an experienced private client tax professional to take on a senior leadership role, managing complex client affairs, delivering high-quality advisory projects, and helping to shape the future of a highly regarded tax department.
Responsibilities
- Manage a diverse portfolio of personal tax clients, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
- Lead on tax planning projects such as succession planning, use of trusts and corporate structures, and advising on capital gains and inheritance tax matters.
- Work closely with Partners and Directors on complex assignments, taking responsibility for delivering exceptional client service.
- Collaborate with other departments (e.g. Accounts and Corporate Tax) to provide joined-up advice and solutions.
- Oversee compliance work and provide guidance to more junior team members.
- Mentor, coach, and develop junior colleagues, offering constructive feedback and technical training.
- Build and maintain strong client relationships, identifying opportunities to add value and contribute to business growth.
Requirements To succeed in this role, you will need
- Significant experience in private client tax, gained within a professional services firm.
- Strong technical knowledge across a wide range of personal tax issues, with proven ability to explain complex matters clearly to clients.
- Demonstrable experience in both compliance and advisory work, including tax planning.
- Excellent people management skills, with a track record of developing and supporting junior staff.
- ACA and/or CTA qualification.
- Strong organisational skills and the ability to manage multiple priorities.
- Hybrid and flexible working arrangements.
- Private medical insurance, life assurance, and pension contributions.
- Generous holiday allowance, with the option to purchase additional leave.
- Shared parental leave and enhanced family policies.
- Fully funded training and continuous professional development.
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