Private Client Tax Manager or Senior Manager

Clark Wood - Tax Recruitment; Egham; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading recruitment firm is seeking a Private Client Tax Manager or Senior Manager for its Egham office. The ideal candidate will focus on a mixed portfolio of high net worth individuals and trusts, providing advisory services while managing a team. With a strong emphasis on business development, this role allows for significant professional autonomy and opportunities for growth in tax services.

Benefits

Referral bonus of £500 for successful placements.

Qualifications

• Experience managing a large complex portfolio of tax clients.
• Relevant experience of IHT and CGT planning.
• Proven track record of Business Development.

Responsibilities

• Provide high level advisory & planning services with autonomy.
• Develop client services and grow the tax portfolio.
• Increase awareness & exposure of the firm's tax services.

Skills

Business Development

Advisory Services

Networking

Education

CTA/ ACA Qualified

Job description

Private Client Tax Manager or Senior Manager – Egham, Surrey

Clark Wood have been instructed on a Managerial level opportunity, which offers the chance to focus on interesting advisory work for a mixed portfolio of tax clients.

This role would ideally suit a CTA Qualified experienced Manager of current Senior Manager, who has experience managing a department and also a large complex portfolio of tax clients.

The main client base for this role would be private clients, high net worth individuals, landed estates, trusts, professional partnerships, owner managed businesses and UK subsidiaries of overseas holding companies.

Provide high level advisory & planning services with a great deal of autonomy;
Business development and networking: develop client services and grow tax portfolio;
Increase awareness & exposure of the firm's tax services.

CTA/ ACA Qualified
Relevant experience of IHT and CGT planning, advising on residence and domicile
Proven track record of Business Development
Experience within a Manager or Senior Manager level role

The local Egham office is commutable from areas such as Staines, Bracknell, Slough, Windsor, Hayes, Twickenham, Weybridge, Chertsey etc.

For further information on this role please contact Richard Clark at Clark Wood – [e-mail] / 01173 291052

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role.