Private Client Tax - Senior Manager

SW Group; Harrogate; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company in the financial services sector is seeking a Senior Manager for Private Client Tax in Harrogate. The role involves managing a portfolio of clients, providing consultancy on personal tax planning, and leading a team. Candidates should have significant experience in a professional services firm along with Chartered Accountant or Chartered Tax Adviser qualifications. This hybrid position offers competitive benefits and opportunities for professional development.

Benefits

Private medical insurance

Life assurance

Pension

Generous holiday allowance

Funded professional training

Qualifications

• Significant experience in a professional services firm.
• Knowledge of private client tax issues, especially for non-domiciled individuals.
• Experience in tax planning and compliance management.

Responsibilities

• Manage a portfolio of complex personal clients and maintain relationships.
• Lead tax planning projects on various issues including inheritance tax.
• Mentor junior staff and engage in business development activities.

Skills

Client relationship management

People management

Analytical skills

Communication

Leadership

Education

Chartered Accountant

Chartered Tax Adviser

Job description

Private Client Tax - Senior Manager, Harrogate

Client:

SW Group

Location:

Harrogate, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

911953073dfc

Job Views:

30

Posted:

22.06.2025

Expiry Date:

06.08.2025

Job Description:

What will you be doing?

As a Senior Manager, you will manage your own portfolio of clients and work with senior staff on consultancy and advisory personal tax planning and offshore projects.

We are looking for candidates based in Manchester, Leeds, or Harrogate, with a requirement to be in the office three times a week.

Responsibilities include:

• Delivering excellent client service and maintaining relationships
• Managing a portfolio of complex personal clients, including non-UK domiciled individuals, HNWIs, and trusts
• Meeting client and compliance deadlines, monitoring time limits and elections
• Leading tax planning projects on issues like non-domicile, trusts, capital gains, and inheritance tax
• Managing HMRC enquiries and disclosures
• Billing and budget monitoring
• Mentoring junior staff and supporting their development
• Engaging in business development activities

Qualifications & Skills:

• Significant experience in a professional services firm
• Knowledge of private client tax issues, especially non-domiciled individuals and complex tax matters
• Experience in tax planning and compliance management
• People management skills

Professional Qualifications:

• Chartered Accountant and/or Chartered Tax Adviser

Key Competencies:

• Ability to prioritize and manage workload under pressure
• Strong communication and interpersonal skills
• Leadership and technical expertise
• Client relationship management
• Analytical skills to provide workable solutions

Additional Benefits:

• Competitive salary, private medical insurance, life assurance, pension
• Hybrid working, generous holiday, additional holiday options
• Shared parental leave, funded professional training, cycle scheme, season ticket loan, eye care

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process.