Private Client Senior Tax Manager

Focus Resourcing; Reading; On-site; GBP 80,000 - 100,000; Full time

Job summary

A growing accountancy firm in Reading is seeking a Private Client Senior Tax Manager. The role involves providing high-level tax advisory services to high-net-worth individuals, managing client portfolios, and leading a team. Candidates must have substantial experience in private client tax advisory and proven client management skills. Competitive benefits include a pension scheme, 25 days holiday, and life assurance.

Benefits

25 days holiday + bank holidays

Pension scheme

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan

Regular events organized by the social committee

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 entrepreneurs.
• Manage and grow a portfolio of clients while maintaining strong relationships.
• Supervise and mentor junior team members, supporting their development.
• Participate in networking and marketing activities to pursue business opportunities.
• Review complex tax returns and ensure compliance with tax laws.

Skills

Capital Gains Tax (CGT)

Inheritance Tax (IHT)

Trusts and Estates

Property Tax

International Tax Matters

Client Advisory

Portfolio Management

Team Leadership

Business Development

Job description

Overview

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 holiday + bank holidays
• 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

Responsibilities

• 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.

Qualifications / Skills

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