Private Client Tax Senior Manager

James Cowper Kreston; Newbury; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading company in the Private Client Tax sector is seeking a Private Client Tax Senior Manager in Newbury. The role involves providing tailored tax advisory solutions to clients while managing a portfolio and fostering business development. Candidates should possess significant advisory experience and strong client management skills.

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.
• Review complex tax returns and ensure compliance.

Skills

Client management

Tax advisory services

Business development

Compliance

Job description

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Private Client Tax Senior Manager, Newbury

Client:

James Cowper Kreston

Location:

Newbury, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Reference:

16c781d7244d

Job Views:

3

Posted:

29.06.2025

Expiry Date:

13.08.2025

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.