Private Client Tax Senior Manager

Insite Group; Farnham; Hybrid; GBP 70,000 - 85,000; Full time

Job summary

An established industry player is seeking a Senior Recruitment Consultant to lead the Private Client Tax team. This role offers a unique opportunity to manage a diverse portfolio while advising clients on complex tax matters. With a focus on collaboration and innovation, the company promotes a supportive culture that values professional development. Employees can enjoy flexible working options and numerous perks, including health plans and recognition awards. If you're ready to elevate your career in a dynamic environment, this position is perfect for you.

Benefits

Hybrid working options

Management Development Programme

Health Cash Plan

Pension Salary Sacrifice Scheme

Cycle to Work Scheme

Death in Service Life Assurance

Recognition awards

Flexible bank holidays

25 days of core holiday

Dedicated Wellbeing Day

Qualifications

• Minimum of 5 years UK experience in private client tax.
• Proven experience in advisory work and team management.

Responsibilities

• Manage a varied portfolio of private tax clients.
• Advise on CGT, international tax, and trusts & estates.
• Collaborate with partners to deliver high-quality services.

Skills

Private Client Tax Advisory

Client Relationship Management

Business Development

UK Tax Knowledge

Team Management

Education

CTA or ATT Qualified

Job description

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Base pay range

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Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Private Client Tax Senior Manager - Path to Associate Director
Top 40 Firm, Surrey Area
Up to £85,000!!!

With several offices in Central and Southern England, my client holds ambitious plans to expand their business. To support the organisation's growth, there is a new opportunity for a Private Client Tax Senior Manager/Associate Director to join their growing Private Client Tax team. This role is ideal for an experienced Senior Manager seeking a step up or a new challenge.

Their culture emphasizes their company values of expert, respectful, innovative, and collaborative. They develop high-performing teams diverse in experiences, backgrounds, and ideas. As a growing company, there are ample opportunities for development and quick progression. The practice is known for its friendly and supportive team culture, providing training to enhance technical, commercial, and management skills. They prioritize their people and continuously seek ways to improve the employee experience.

The Role - Key Responsibilities:

• Manage and grow a varied portfolio of private tax clients
• Advise clients on services including CGT, international tax, property tax, tax returns, trusts & estates, and IHT
• Review complex tax returns and computations
• Participate in networking and marketing to attract private client tax compliance and consultancy work
• Collaborate with Partners and the corporate tax team to deliver high-quality tax services
• Monitor team KPIs actively
• Contribute to developing and implementing the local private client tax business strategy, consulting with the Board
• Plan and oversee work within the Private Client Tax team
• Involve in line management and development of team members in Farnham
• Enhance relationships with the DFK International network

About You:

• Minimum of 5 years UK experience
• Ideally CTA or ATT qualified
• Proven experience in private client tax advisory work
• Significant experience within a private client tax team
• Strong UK private client tax knowledge across various topics
• Excellent client relationship management skills and success in business development
• Highly commercial approach

What They Can Offer:

• Exposure to diverse clients
• Hybrid and flexible working options
• Opportunity to join a fast-growing company with exciting plans
• Chance to enhance technical knowledge and skills
• A varied role within an experienced team
• Entry into the Management Development Programme to develop leadership skills
• Recognition awards celebrating alignment with company values
• Regular employee events, including a summer party
• 25 days of core holiday, with options to buy or sell days
• Flexible bank holidays and additional holiday with service
• A dedicated Wellbeing Day annually
• Health Cash Plan for routine health appointments
• Pension Salary Sacrifice Scheme
• Electric Vehicles Salary Sacrifice
• Cycle to Work Scheme
• Discount rewards and referral bonuses
• Death in Service Life Assurance
• Long service awards

Seniority level

• Director

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting

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