Lead Private Client Tax Advisory – Senior Manager, Reading

Clark Wood; Reading; On-site; GBP 90,000 - 130,000; Full time

Job summary

Clark Wood is pleased to present a Private Client Tax Senior Manager role in Reading. This managerial position focuses on high-level advisory work for private clients, HNWIs, estates, trusts and owner-managed businesses, with emphasis on IHT and CGT planning.

The ideal candidate will be CTA or ACA qualified, with a proven track record in leadership, client management and business development at a Manager or Senior Manager level.

Qualifications

• CTA or ACA qualified.
• Extensive experience in IHT and CGT planning with domicile/residence considerations.
• Proven track record in business development and client management at Manager or Senior Manager level.

Responsibilities

• Provide high-level advisory and planning services to private clients, HNWIs, estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
• Lead business development efforts to expand client services and grow the tax portfolio.
• Enhance awareness and exposure of the firm's comprehensive tax services.

Skills

Leadership

Business development

Client management

Advisory services

Education

CTA/ACA qualification

Job description

Clark Wood is pleased to present a Private Client Tax Senior Manager role in Reading. This managerial position focuses on high-level advisory work for private clients, HNWIs, estates, trusts and owner-managed businesses, with emphasis on IHT and CGT planning.

The ideal candidate will be CTA or ACA qualified, with a proven track record in leadership, client management and business development at a Manager or Senior Manager level.