Private Client Tax Senior Manager

Michael Page Finance; Cambridge; On-site; GBP 75,000 - 85,000; Full time

Benefits offered by this job

Additional benefits package worth £5,0

Job summary

Michael Page Finance is seeking a Private Client Tax Senior Manager in Cambridge to lead a team and deliver expert tax advice for high-net-worth individuals. The role focuses on client service, compliance, and strategic planning within the Professional Services sector.

You will manage a portfolio, mentor staff, and collaborate with other departments to ensure seamless service. Permanent position offering stability and clear career progression.

Qualifications

• Strong knowledge of UK personal and private client taxation.
• Experience managing a client portfolio in professional services.
• Excellent leadership and mentoring abilities.
• Superb communication and interpersonal skills for client relationships.
• Active qualification in accounting or tax (CTA/ACCA/ACA).
• Proactive problem-solving and ability to work independently.

Responsibilities

• Manage a portfolio of private clients ensuring compliance and providing strategic advice.
• Oversee preparation and submission of personal tax returns with accuracy and timeliness.
• Provide guidance on inheritance tax, capital gains tax, and complex tax matters.
• Build and maintain strong client relationships with tailored solutions.
• Lead and mentor a team of tax professionals, fostering growth and development.
• Identify opportunities to enhance client services and internal processes.
• Stay updated on tax legislation changes and inform clients of implications.
• Collaborate with other departments to deliver seamless client service.

Skills

UK private client tax

Portfolio management

Team leadership

Client relationship building

Strategic tax planning

Problem solving

Independent work

Education

CTA/ACCA/ACA

Job description

The role of Private Client Tax Senior Manager involves providing expert advice and managing tax affairs for high-net-worth individuals within the Professional Services industry. Based in Cambridge, this is a fantastic opportunity to lead a team and deliver exceptional client service in a permanent position.

Client Details

The employer is a well-established, small-sized organisation within the Professional Services sector, specialising in Accounting & Finance. They are known for their tailored approach to client needs and commitment to fostering a supportive and professional working environment.

Description

• Manage a portfolio of private clients, ensuring compliance with tax regulations and providing strategic advice.
• Oversee the preparation and submission of personal tax returns, ensuring accuracy and timeliness.
• Provide expert guidance on inheritance tax, capital gains tax, and other complex tax matters.
• Build and maintain strong relationships with clients, offering solutions tailored to their unique needs.
• Lead and mentor a team of tax professionals, fostering professional growth and development.
• Identify opportunities to enhance client services and improve internal processes.
• Stay updated on changes in tax legislation and ensure clients are informed of any implications.
• Collaborate with other departments to provide a seamless service for clients.

Profile

A successful Private Client Tax Senior Manager should have:

• Strong technical knowledge of UK tax laws, particularly in personal and private client taxation.
• Proven experience managing a client portfolio within the Professional Services industry.
• Excellent leadership skills with a track record of mentoring and developing teams.
• Exceptional communication and interpersonal skills to maintain and grow client relationships.
• A professional qualification in accounting or tax (e.g., CTA, ACA, or ACCA).
• A proactive approach to problem-solving and the ability to work independently.

Job Offer

• Competitive salary ranging from £75,000 to £85,000 per annum.
• Additional benefits package worth £5,000.
• Opportunity to work in a small-sized, collaborative team environment.
• Permanent position offering stability and career progression.
• Convenient location in Cambridge with a focus on work-life balance.