Private Client Tax Senior Manager

Curtis Recruitment; Newbury, Oxford, Reading; On-site; GBP 65,000 - 70,000; Full time

Job summary

A renowned accountancy practice is seeking a Private Client Tax Senior Manager in Newbury, Reading, or Oxford. The role involves delivering high-level tax advisory services to high-net-worth individuals and managing a portfolio of clients. Candidates must have substantial experience in private client tax within a UK accountancy practice. The position offers a competitive salary, supportive working environment, and excellent benefits, ready for a professional looking to expand their career in a thriving team.

Benefits

Competitive salary

Supportive working environment

Great benefits package

Agile working

Qualifications

• Considerable taxation experience within a UK accountancy practice.
• Experience in private client tax advisory.
• Proven ability to manage a client portfolio.

Responsibilities

• Provide high-level tax advisory services to high-net-worth individuals.
• Advise on Capital Gains Tax, Inheritance Tax, and property tax.
• Manage and grow a portfolio of private clients.
• Review complex tax returns and ensure compliance.

Skills

Tax advisory

Client portfolio management

Commercial awareness

Communication

Team management

Education

Qualified accountant with taxation experience

Job description

Private Client Tax Senior Manager

£65,000 – £70,000

Reading, Newbury or Oxford

Full Time, Permanent

Ref : 721894

We are recruiting for a Private Client Tax Senior Manager on behalf of a renowned accountancy practice, with the role being available at either of the firm’s Reading, Newbury or Oxford office. The role is available within the Private Client Tax Team due to continued growth and ongoing success.

Along with a competitive salary the firm will offer the Private Client Tax Senior Manager a supportive working environment, a great benefits package and agile working.

Responsibilities

• Provide high-level tax advisory services to high-net-worth individuals, entrepreneurs, shareholders, and international clients
• Advise on Capital Gains Tax, Inheritance Tax, 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
• Participate in networking and marketing activities
• Collaborate with other departments to provide integrated services
• Identify and pursue new business opportunities
• Review complex tax returns and computations
• Ensure compliance with relevant tax laws and internal risk protocols

Qualifications

Please do apply for this role if you can satisfy the following criteria :

• Qualified with considerable taxation experience gained within a UK accountancy practice environment
• 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
• Ability to effectively manage and mentor team members
• Excellent communication skills