Private Client Tax Senior Manager

James Cowper Kreston; Newbury; On-site; GBP 150,000 - 200,000; Full time

Job summary

A reputable firm in Newbury is seeking a Private Client Tax Senior Manager to provide high-level tax advisory services. This role involves managing a portfolio of high-net-worth clients, delivering bespoke tax planning solutions, and ensuring compliance with tax laws. Ideal candidates will have significant experience in private client tax advisory and strong business development skills. This position requires excellent client relationship management abilities and offers opportunities for professional development.

Qualifications

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high-quality tax advice.
• Strong commercial awareness and business development skills.

Responsibilities

• Provide high-level tax advisory services to high-net-worth individuals.
• Manage and grow a portfolio of private clients.
• Ensure timely and accurate delivery of tax compliance and advisory services.

Skills

Tax advisory services

Client relationship management

Business development

Compliance and risk management

Job description

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Private Client Tax Senior Manager, Newbury

Client:

James Cowper Kreston

Location:

Newbury, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

16c781d7244d

Job Views:

9

Posted:

12.08.2025

Expiry Date:

26.09.2025

Job Description:

James Cowper Kreston has an exciting opportunity in their Private Client Tax team, due to growth and increased success, and we are now looking to bring in a new team member.

Key Responsibilities:

• Provide high-level tax advisory services to high-net-worth individuals, entrepreneurs, shareholders, and international clients.
• Advise on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters.
• Deliver bespoke tax planning solutions, including shareholder tax planning and transaction-based advice.
• Manage and grow a portfolio of private clients.
• Maintain strong client relationships and identify new advisory opportunities.
• Ensure timely and accurate delivery of tax compliance and advisory services.
• Supervise and mentor junior team members.
• Lead team meetings and support professional development.
• Contribute to the strategic direction of the private client tax team.

Business Development:

• Participate in networking and marketing activities.
• Collaborate with other departments to provide integrated services.
• Identify and pursue new business opportunities.

Compliance & Risk Management:

• Review complex tax returns and computations.
• Ensure compliance with relevant tax laws and internal risk protocols.

Experience:

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high-quality tax advice.
• Strong commercial awareness and business development skills.