Private Client Tax - Senior Manager

TN United Kingdom; Harrogate; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Manager in Private Client Tax to oversee a diverse client portfolio. This role involves delivering exceptional client service, managing complex tax matters for high-net-worth individuals, and leading tax planning initiatives. With a focus on compliance and mentoring junior staff, you will play a crucial role in the growth of the firm. The position offers a hybrid working model, competitive benefits, and the opportunity to work in a dynamic environment that values diversity and professional development.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Fully Funded Professional Qualification Training

Qualifications

• Significant experience in professional services and private client tax.
• Strong knowledge of non-domiciled individuals and complex tax matters.

Responsibilities

• Manage a portfolio of complex personal tax clients and ensure compliance.
• Lead tax planning projects and mentor junior staff.

Skills

Private Client Tax

Tax Planning

Client Relationship Management

Compliance Management

People Management

Education

Chartered Accountant

Chartered Tax Adviser

Job description

Below is a refined version of the provided job description, focusing on clarity, structure, and readability using appropriate HTML tags:

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: 3

Posted: 10.05.2025

Expiry Date: 24.06.2025

Job Description

What will you be doing?

As a Senior Manager, you will manage your own client portfolio and collaborate with senior staff on consultancy and advisory personal tax planning and offshore projects. Due to growth, candidates can be based in Manchester, Leeds, or Harrogate, with a requirement to work in the office three times a week.

Responsibilities include:

• Deliver excellent client service and maintain client relationships
• Manage a portfolio of complex personal tax clients, focusing on non-UK domiciled individuals, HNWIs, and trusts
• Ensure compliance with deadlines, monitor time limits, and manage elections
• Assist and lead tax planning projects, including non-domicile issues, trusts, capital gains, and inheritance tax
• Manage HMRC enquiries and disclosures
• Handle billing and monitor budgets
• Mentor junior staff and support their development
• Engage in business development activities

Qualifications

To succeed, you should have:

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

Professional Qualifications and Education

• Qualified Chartered Accountant and/or Chartered Tax Adviser

Key Competencies

• Ability to prioritize and meet deadlines under pressure
• Excellent written and interpersonal communication skills
• Leadership and technical expertise to support and motivate staff
• Technical knowledge to identify issues and propose solutions
• Client relationship management and commercial awareness

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (role dependent)
• Generous holiday package and options to purchase more
• Shared parental leave
• Fully funded professional qualification training
• Cycle to work scheme
• Season ticket loan
• Eye care support

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