Personal Tax Senior Manager

Know Capital; Coventry; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Personal Tax Senior Manager to join their dynamic team in Coventry. This role offers the opportunity to manage a diverse portfolio of private clients, providing expert tax and compliance services while acting as a key escalation point for the Personal Tax Manager. The ideal candidate will have a strong track record in private client tax within a UK accountancy environment, showcasing their ability to build lasting client relationships and deliver tailored tax planning advice. With hybrid working options and a supportive environment, this is a fantastic opportunity for a motivated professional looking to elevate their career in tax management.

Qualifications

• Significant private client tax experience in a UK accountancy practice.
• Proven track record of managing diverse client portfolios.

Responsibilities

• Manage a diverse portfolio of private clients and provide expert tax services.
• Lead and mentor the Personal Tax team while ensuring high-quality service delivery.

Skills

Client Relationship Management

Tax Compliance

Tax Planning

Mentoring

Communication Skills

Education

ACA/ACCA/CTA qualified or equivalent

STEP Probate practitioner

Tools

CCH software

Job description

We have a Personal Tax Senior Manager opportunity with a progressive accountancy practice in Coventry, to support the increased capacity within the team due to business growth. This role can offer hybrid working with three days in the office and a broad range of flexible benefits.

Whilst advertised as a Senior Manager, the firm is open to applications at Director level and those seeking an equity position, in this case a higher salary than that advertised would be negotiable.

This role will provide strategic support to the Personal Tax Partner and manage a diverse portfolio of private clients, providing expert tax and compliance services. Acting as the escalation point for the Personal Tax Manager, this role facilitates the efficient delivery of tax services for clients, resolution of complex tax matters and delivery of tax structuring advice.

Primarily client-facing, this role requires the ability to establish strong client relationships, develop new business and contribute towards elevating the firm’s presence in the marketplace.

Reporting to Directors, as Personal Tax Senior Manager your responsibilities will include:

1. Managing a client portfolio, including high net-worth individuals, business owners and trusts
2. Advising clients on a wide range of tax issues, including inheritance tax, capital gains tax and income tax planning
3. Providing tailored tax planning advice to clients, considering their individual circumstances and financial goals
4. Leading and mentoring the Personal Tax team, providing guidance, training and support to ensure the delivery of high-quality services
5. Contributing to the development and implementation of the firm’s tax strategy
6. Networking, collaborating with other departments, leading client meetings and overseeing the technical development of the team
7. Mitigating risk for both the firm and clients and overseeing the preparation and review of complex tax returns on CCH software
8. Staff responsibilities - Personal Tax Manager (direct), Personal Tax Seniors and Semi-Seniors (indirect)

Please do apply for this Personal Tax Senior Manager role if you can satisfy the following:

1. ACA/ACCA/CTA qualified or equivalent
2. STEP Probate practitioner would be desirable
3. Significant private client tax experience gained within a UK accountancy practice environment
4. Proven track record of managing a diverse client portfolio and delivering high-quality tax advice
5. Personal tax software experience, particularly CCH
6. Ability to build strong client relationships and explain complex tax issues to clients
7. Ability to mentor and develop junior team members
8. Excellent communication skills

Submit your CV for this Personal Tax Senior Manager role