Private Client Senior Tax Manager

Focus Resourcing; England; On-site; GBP 50,000 - 80,000; Full time

Job summary

A well-established accountancy firm is seeking a Private Client Senior Tax Manager to provide high-level tax advisory services. The successful candidate will manage a client portfolio, lead a team, and ensure compliance with tax laws. This role offers a competitive salary, generous benefits, and opportunities for professional development.

Benefits

25 days holiday + bank holidays

Scottish Widows Pension scheme

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan

Regular social events

Qualifications

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high quality tax advice.

Responsibilities

• Provide high-level tax advisory services to HNW individuals and other clients.
• Manage and grow a portfolio of clients, maintaining strong relationships.
• Supervise junior team members and lead meetings for professional development.
• Participate in networking and business development activities.
• Ensure compliance with relevant tax laws by reviewing complex returns.

Skills

Tax advisory

Client management

Team leadership

Business development

Compliance

Job description

We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury.

Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role.

Benefits:

• 25 days hols + bank hols
• Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution
• Life Assurance - 4 x salary
• Group Income Protection Insurance
• BUPA Cash Plan - Auto enrolment after completion of probationary period
• Regular events organised by the social committee including a summer and Christmas party

As the Private Client Senior Tax Manager, you will be responsible for:

• Client advisory: provide high-level tax advisory services to HNW individuals, entrepreneurs, stakeholders and international clients. Advise on CGT, IHT, trusts and estates, property tax and international tax matters. Deliver bespoke tax planning solutions.
• Portfolio Management: Manage and grow a portfolio of clients, maintain strong client relationships and identify new advisory opportunities.
• Team Leadership: Supervise and mentor junior team members. Lead team meetings and support professional development.
• Business Development: Participate in networking and marketing activities. Identify and pursue new business opportunities.
• Compliance & Risk Management: Review complex tax returns and computations. Ensure compliance with relevant tax laws.

The successful Private Client Senior Tax Manager have the following related skills / experience:

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high quality tax advice.