Private Client Senior Tax Manager

Focus Resourcing; Newbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established accountancy firm is seeking a Private Client Senior Tax Manager to provide high-level advisory services on capital gains, inheritance tax, and more. Responsibilities include managing client portfolios, leading a team, and ensuring compliance with tax laws. The role offers competitive benefits and opportunities for professional development.

Benefits

25 days holidays + bank holidays

Pension scheme with employer contribution

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan after probation

Regular social events

Qualifications

• Significant experience in private client tax advisory.

Responsibilities

• Provide high-level tax advisory services to clients, including CGT and IHT.
• Manage and grow a portfolio of clients, maintaining strong relationships.
• Supervise and mentor junior team members.
• Participate in networking and pursue new business opportunities.
• Review complex tax returns ensuring compliance.

Skills

Client advisory

Tax planning

Portfolio management

Team leadership

Business development

Compliance management

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.