Private Client Senior Manager- London | London, UK

Xeinadin Group; London; Hybrid; GBP 70,000 - 95,000; Full time

Job summary

Xeinadin Group is seeking a Private Client Senior Manager in London, responsible for delivering high-quality tax advice to high-net-worth clients. This key role includes managing a team, enhancing client relationships, and contributing to strategic goals, with flexible working options available.

Benefits

Company Pension Scheme

25 days of annual leave + bank holidays

Enhanced family leave policies

Employee Assistance Programme - 24/7 support

Corporate Discounts Platform

Qualifications

• Experience in managing tax advice for high-net-worth individuals and family offices.
• Ability to mentor junior team members and facilitate teamwork.
• Demonstrable expertise in inheritance tax and capital gains tax planning.

Responsibilities

• Manage a diverse portfolio of private clients, including HNWIs.
• Oversee preparation and review of complex self-assessment tax returns.
• Provide advisory services including tax planning and compliance.

Skills

Technical expertise in tax advice

Client relationship management

Business development skills

Education

CTA qualified (or ACA/ACCA with strong tax experience)

Job description

Vacancy Name
Private Client Senior Manager- London

Vacancy No
VN1284

Employment Type
Permanent

Duration
N/A

Location City
London

Location Country
United Kingdom

Company Description
Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It's our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description
Xeinadin is increasing its Tax Advisory offering across the group and adding to its technical team operating at local and national level across the UK, complementing the work of existing tax teams in regional offices, ensuring excellence in tax planning and advice across our client base.

We are seeking an experienced and driven Private Client Tax Senior Manager to join our established and growing Private Client Services team. You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.

This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.
The role will be based in City of London office. We do offer hybrid working of at least 2 days in the office a week.

Key Responsibilities
• Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
• Liaise directly with clients, HMRC, and other professional advisers.
• Lead and mentor junior team members, providing training and performance feedback.
• Ensure work is completed to high technical and ethical standards, on time and within budget.
• Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
• Keep up-to-date with changes in legislation and industry trends affecting private clients.

Key Requirements
• CTA qualified (or ACA/ACCA with strong tax experience).
• You will have demonstrable technical expertise and genuinely enjoy providing wide ranging tax advice and working directly with clients to see the advice through implementation.
• You will be someone who has a genuine technical interest and practical expertise in one or more of our key areas of tax advice, who wants to continue to enhance their knowledge and develop real expertise in the area.
• Ownership and responsibility for client projects is essential for this role. You will be expected to be a self-starter, but we are comfortable with a flexible approach to work. We do however favour ambitious candidates, with a proven track record.

Additional Requirements
• Experience of working with entrepreneurs and owner managed businesses, and the unique outlook and challenges of this sector, would be useful.
• You will be comfortable being presented as a technical expert across the group. We encourage working with the head of the service line on development of the offering, via internal webinars and technical publications.
• A sense of commerciality and client management experience is a must for this role. Business development skills a plus, but not a strict requirement.
• As well as strong technical tax skills, you will need the analytical and report writing skills to put it all together in to clear advice for clients.
• You will need to manage, train, and provide assistance to, the members of the tax team to ensure that great teamwork is continued, and the business's objectives are met.

Model
Hybrid

Salary
Competitive

Benefits
• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform

Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs

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