Private Client Tax Senior Manager

Pro-Tax; Altrincham; On-site; GBP 65,000 - 95,000; Full time

Job summary

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a CTA / ATT qualification and have experience in private client tax advisory. This position also involves mentoring junior staff and collaborating across departments to deliver comprehensive financial solutions. A competitive salary of £65,000 - £95,000 plus benefits is offered.

Benefits

Benefits

Bonus

Qualifications

• Experience in private client tax advisory in the UK.
• Proven ability to work with HNWIs and business owners.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Develop tax planning strategies to optimise client positions.
• Stay updated on tax legislation and ensure compliance.
• Collaborate with departments for holistic financial solutions.
• Mentor junior team members.

Skills

Tax planning

Client management

Legislative compliance

Mentorship

Education

CTA / ATT qualification

Job description

Private Client Tax Senior Manager - Altrincham

£65,000 - £95,000 + Benefits + Bonus

We are currently working with a leading regional accountancy firm in Cheshire who are looking to make a senior appointment to their tax advisory team in Altrincham.

Your new role:

As a Private Client Tax Senior Manager, you will play a pivotal role in the advisory team. You will be responsible for managing a portfolio of high-net-worth individuals, providing strategic tax planning and advisory services.

• Lead and manage a portfolio of high-net-worth clients, providing bespoke tax advisory services.
• Develop and implement tax planning strategies to optimise client's tax positions.
• Stay abreast of the latest tax legislation and regulatory changes, ensuring clients are always compliant.
• Collaborate with other departments to provide holistic financial solutions.
• Mentor and develop junior team members, fostering a culture of continuous learning and excellence.

What you'll need to be successful:

• CTA / ATT qualified
• Private Client tax advisory experience in the UK
• Experience working with business owners and HNWIs

Want to find out more about this role? Give Sam Minor a call on 07764700259

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.