Senior Tax Manager
Insite Public Practice Recruitment Limited
Leatherhead
Full-time
GBP 75,000 – 80,000
This listing is from Reed
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
- 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
- Hybrid and flexible working
- Exposure to complex HNW and private client work
- Strong advisory and technical development
- Client-facing responsibility
- Supportive team environment
- Clear opportunities for progression
This listing is from Reed. View original listing ↗