Private Client Tax Senior Manager

Michael Page; Redhill; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

A well-established professional services firm in Redhill is seeking a Private Client Tax Senior Manager to lead tax advisory services for a portfolio of private clients. Candidates should have CTA qualifications and strong knowledge of UK private client tax regulations. The firm offers a competitive salary of £70,000 to £80,000, comprehensive benefits, and a supportive working environment with opportunities for career advancement.

Benefits

Competitive salary

Comprehensive benefits package

Generous holiday allowance

Opportunities for professional development

Collaborative working environment

Private Medical Insurance

Qualifications

• Proven experience managing a portfolio of private clients.
• Experience mentoring and supporting junior team members.
• Commitment to maintaining professional integrity.

Responsibilities

• Manage and oversee a portfolio of clients, including HNW individuals and trusts.
• Act as the main point of contact for key clients.
• Lead on complex tax compliance and advisory projects.
• Provide technical guidance and review work prepared by staff.
• Mentor and develop junior team members.
• Contribute to the firm's marketing initiatives.

Skills

Professional qualifications in tax or accounting

Strong technical knowledge of UK private client tax regulations

Excellent communication skills

Proactive approach to identifying tax planning opportunities

Education

CTA

Job description

This is an excellent opportunity for a Private Client Tax Senior Manager to lead and manage a portfolio of private clients, providing strategic tax advice and compliance services. Based in Redhill, this role is ideal for a tax professional looking to progress their career within the professional services industry.

Client Details

This position is with a well-established professional services firm that specialises in providing expert tax advice and solutions. The organisation is medium-sized, offering a wealth of resources while maintaining a collaborative and supportive environment.

Description

• Manage and oversee a varied portfolio of clients, including HNW individuals, non-residents, trusts and family offices as well as Long Term and Short Term Residents.
• Act as the main point of contact for key clients, building and maintaining long-term relationships.
• Lead on complex tax compliance and advisory projects, including UK trust and estate matters.
• Provide technical guidance and review work prepared by managers, seniors, and trainees.
• Manage staff resourcing, workflow, and budgets across multiple assignments.
• Mentor, develop, and appraise junior team members to support career progression.
• Identify and deliver opportunities for cross-service collaboration and business development.
• Contribute to the firm's marketing initiatives (articles, presentations, networking, events) to build visibility and attract new clients.
• Ensure compliance with firm policies, risk management procedures, and regulatory requirements.
• Contribute to the strategic direction of the tax team and support directors with practice growth initiatives.

Profile

A successful Private Client Tax Senior Manager should have:

• Professional qualifications in tax or accounting, such as CTA.
• Strong technical knowledge of UK private client tax regulations.
• Proven experience managing a portfolio of private clients.
• Excellent communication skills and the ability to build strong client relationships.
• A proactive approach to identifying tax planning opportunities.
• Experience mentoring and supporting junior team members.
• A commitment to maintaining the highest standards of professional integrity.

Job Offer

• A competitive salary in the range of £70000 to £80000 per annum, depending on experience.
• Comprehensive benefits package, including pension contributions.
• Generous holiday allowance to support work-life balance.
• Opportunities for professional development and career progression.
• A collaborative and supportive working environment in Redhill.
• Hybrid working.
• PMI.