Private Client Tax Senior Manager

ACCA Careers; Cheltenham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading national audit and tax firm seeks a Private Client Tax Senior Manager to provide technical support and manage a portfolio of high-net-worth clients. The role involves mentoring junior staff and ensuring compliance with tax regulations. Join a collaborative culture that values personal development and offers competitive salaries.

Benefits

Flexible Benefits

Support Work-Life Balance

Career Progression

Qualifications

• Experienced private client tax manager or established senior manager.
• Ability to manage a small high-net-worth client portfolio.

Responsibilities

• Review tax returns ensuring compliance.
• Manage client billing and expectations.
• Produce tailored reports for diverse audiences.

Skills

Interpersonal Skills

Taxation Knowledge

Education

CTA Qualified

STEP

ADIT

Job description

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About Crowe

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.

Our Vision and Culture

Our vision is to be recognised as essential to the future success of our clients by helping them answer tomorrow’s questions and make smart decisions that have lasting value through high-quality services. Crowe fosters a community where everyone is valued, can flourish, and achieve their full potential, regardless of gender, identity, sexuality, race, ethnicity, education or background.

Role Overview

We are seeking a Senior Manager for our Private Client Tax team. This key role involves providing technical support, managing a portfolio of high-net-worth clients, and helping grow the department. You will lead within the team, deal credibly with clients and professional advisors, and mentor junior staff.

Responsibilities

1. Review tax returns and computations ensuring timely and risk-managed compliance.
2. Support senior staff on tax planning and projects.
3. Build rapport with clients, manage expectations.
4. Possess technical knowledge in private client tax areas including international tax, property, income tax, capital gains tax, IHT, trusts, and estates.
5. Produce tailored reports for diverse audiences, including court-appropriate reports for legal proceedings.
6. Manage work in progress, client billing, and expectations.
7. Respond promptly to client needs, keep them informed.
8. Minimize professional risk through documentation and consultation.
9. Perform other duties as required.

Candidate Profile

• Experienced private client tax manager aiming for senior manager role or established senior manager seeking new challenges.
• Initiative-driven, professional, credible with partners and clients.
• Ability to manage a small high-net-worth client portfolio.
• CTA qualified, with STEP and ADIT advantageous.
• Strong interpersonal skills, organized, and knowledgeable in taxation.
• Committed to personal development and team growth.

Skills & Experience

Experience advising on a wide range of tax issues, including:

• Leading compliance delivery with minimal oversight.
• Building expertise and external profile.
• Interacting confidently with HMRC on complex issues.
• Providing advice in transactional or litigious situations.
• Understanding client risk attitudes and delivering bespoke solutions.
• Building relationships with intermediaries.
• Motivating and gaining trust of team members.

Why Crowe?

We value our people and foster a collaborative, inclusive culture. We invest in your development, offer competitive salaries, flexible benefits, and support work-life balance. We are committed to diversity and equal opportunities, with clear career progression based on merit.

Closing Date: 20 June 2025

Visit our website via the “Apply” button below to learn more and apply.