Private Client Tax Senior Manager

Michael Page Finance; Leatherhead; Hybrid; GBP 85,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

Free parking

PMI

Job summary

Michael Page Finance in Leatherhead is seeking a Private Client Tax Senior Manager to oversee tax advisory and compliance for high-net-worth individuals, including UK and non-domiciled clients, in a respected accountancy practice. This role emphasizes leadership, technical excellence, and delivering timely, accurate guidance.

You will review returns, identify opportunities to optimize clients' tax affairs, manage a busy workflow alongside the client partner, and support business development

Qualifications

• CTA qualified with a minimum of 5 years post-qualification experience.
• Experience with a complex UK and non-domiciled high-net-worth client base.
• Ability to manage workflow in a busy and demanding environment.
• Outstanding written and verbal communication.
• Ability to work under pressure and in a deadline driven environment.
• Excellent IT skills and openness to technology changes.

Responsibilities

• Reviewing tax returns prepared by consultants and provide technical input on these.
• Identifying opportunities for restructuring clients' tax affairs and raising these with the client partner.
• Providing specialist tax advisory services including estate planning, inheritance tax planning, wealth structuring, domicile issues.
• Dealing with HMRC on tax investigations.
• Acting as point of contact for clients, alongside the Partner.

Skills

CTA qualified

UK/non-domiciled HNW clients

Leadership experience

Communication skills

Deadline-driven

IT skills / tech savvy

Education

CTA

Tools

IT systems

Job description

The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry.

Client Details

This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead.

Description

As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs.

As a Senior Manager the day to day work will encompass:

• Reviewing the tax returns prepared by consultants and provide technical input on these
• Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client
• Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues
• Dealing with HMRC on tax investigations
• Acting as point of contact for clients, alongside the Partner

Profile

The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis.

You will also be able to demonstrate the following skills, experience and attributes:

• CTA qualified with a minimum of 5 years post qualification experience
• Experience of working with a complex UK and non-domiciled HMW client base
• Ability to manage workflow in a busy and demanding environment
• Outstanding written and verbal communication
• Ability to work under pressure and in a deadline driven environment
• Excellent IT skills and receptive to technology changes

Job Offer

• Competitive salary in the range of £85,000 to £95,000
• Permanent position with opportunities for career progression.
• Based in Leatherhead with a supportive and professional work environment.
• Hybrid working.
• Free parking.
• PMI.