Private Client Senior Tax Manager

Focus Resourcing; Oxford; On-site; GBP 60,000 - 90,000; Full time

Job summary

A well-established accountancy firm seeks a Private Client Senior Tax Manager in the UK. The role focuses on delivering high-level tax advisory services to high-net-worth individuals and managing client portfolios, along with mentoring junior staff. Competitive benefits include a pension scheme, life assurance, and opportunities for networking and professional development.

Benefits

25 days hols + bank hols

Pension scheme with 5% employee and 5% employer contribution

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan

Regular social events, including summer and Christmas parties

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 international clients.
• Manage and grow a portfolio of clients and identify new advisory opportunities.
• Supervise and mentor junior team members, supporting their professional development.
• Participate in networking and marketing activities for business development.
• Ensure compliance with relevant tax laws through review of tax returns.

Skills

Client advisory

Portfolio management

Team leadership

Business development

Compliance & risk 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.
• Proven ability to manage a client portfolio and deliver high quality tax advice.