Private Client Tax Manager or Senior Manager - Chesterfield

Georgiana Head Recruitment Limited; Chesterfield; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A leading private client firm is seeking an experienced tax specialist at Manager or Senior Manager level to manage a diverse portfolio of clients. This role involves providing proactive tax advice to high net worth individuals and families, leading meetings, and supporting junior team members while enjoying flexible working arrangements.

Qualifications

• Relevant professional qualification (CTA, ACA, ICAS, ATT or STEP).
• Experience with high net worth individuals and families.
• Ability to develop relationships and lead meetings.

Responsibilities

• Manage a portfolio of private client tax clients.
• Provide proactive and commercial tax advice.
• Develop relationships and identify project opportunities.

Skills

Proactive tax advice

Client management

Team management

Business development

Education

CTA

ACA

ICAS

ATT

STEP

Job description

Our client is a large independent firm. They seek an experienced private client tax specialist at Manager or Senior Manager level. In this role you will report to partners, manage a portfolio of clients and be involved in team management and business development. Ideally you will have a relevant professional qualification (CTA, ACA, ICAS, ATT or STEP etc). The client base includes HNW individuals and families, entrepreneurs and trusts. They are looking for an enthusiastic and experienced individual to provide proactive and commercial tax advice to Private Clients of the firm, developing relationships (with clients, internally and with referrers), lead meetings, identify opportunities, scope for projects on a commercial basis, and provide good quality, technically sound advice.
This role is a key part of a busy and successful team and will play a vital part in developing more junior members of the team where appropriate.
Full-time, part-time, hybrid and flexible working arrangements considered.