Private Client Tax Senior Manager

James Cowper Kreston; Newbury; On-site; GBP 50,000 - 70,000; Full time

Job summary

A prestigious accounting firm in the UK is seeking an experienced tax advisor to join their Private Client Tax team. You will provide high-level tax advisory services to high-net-worth individuals and manage a diverse client portfolio. Strong experience in private client tax is essential, alongside the ability to develop client relationships and mentor junior staff. This role offers opportunities for business development and career growth.

Qualifications

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high-quality tax advice.

Responsibilities

• Provide high-level tax advisory services to high-net-worth individuals.
• Manage and grow a portfolio of private clients.
• Supervise and mentor junior team members.
• Participate in networking and marketing activities.

Skills

High-level tax advisory services

Client portfolio management

Strong client relationships

Commercial awareness

Job description

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

Key Responsibilities :

Client Advisory :

• 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.

Portfolio Management :

• 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.

Team Leadership :

• 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 : Essential :

• Significant experience in private client tax advisory.
• Proven ability to manage a client portfolio and deliver high-quality tax advice.

Desirable :

• Strong commercial awareness and business development skills.