Private Client Tax Senior Manager

Christopher Brian Recruitment Limited; Salisbury; Hybrid; GBP 55,000 - 80,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday allowance

Option to purchase additional days

Hybrid working

Job summary

Christopher Brian Recruitment Limited is supporting a leading Salisbury accountancy practice to strengthen its Private Client Tax team at Manager / Senior Manager level.

You will manage a portfolio of high-value private clients and lead complex compliance, planning and advisory projects with autonomy and collaboration with Partners and Directors.

The role offers hybrid working, strong progression, and opportunities to work with HNWIs, landed estates, trusts and entrepreneurs.

Qualifications

• Strong Private Client Tax experience within an accountancy practice or professional services firm, including exposure to complex compliance and advisory work.

Responsibilities

• Manage a portfolio of high-value private clients with complex personal tax affairs.
• Review compliance work and oversee junior team members.
• Lead and support tax planning and advisory projects.
• Advise on CGT, IHT, trusts and succession planning.
• Work with Partners and Directors on more complex assignments.
• Liaise with other specialist teams to provide joined-up client advice.
• Develop relationships with clients and coach junior staff.
• Identify opportunities to provide additional services to clients.

Skills

Private Client Tax

Client management

Communication skills

Leadership

Advisory planning

Education

CTA/ACA qualification

Job description

In this role, you’ll manage a portfolio of high-value private clients while taking a leading role across complex tax compliance, planning and advisory projects.

What’s on Offer?

• £55,000 – £80,000 depending on experience and level
• Hybrid working – typically 3 days in the office
• Genuine progression and long-term career opportunities
• Interesting mix of compliance and advisory work
• Private medical insurance and life assurance
• Generous holiday allowance plus option to purchase additional days
• Pension contribution
• Established and knowledgeable Private Client Tax team
• Opportunity to further develop your technical and leadership experience

We’re working with a leading Salisbury accountancy practice that’s looking to strengthen its Private Client Tax team at Manager / Senior Manager level.

This is a particularly interesting opportunity if you enjoy technically challenging private client work. The portfolio includes HNWIs, landed estates, titled families, agricultural and rural businesses, entrepreneurs, partnerships and trusts.

The Role

You’ll have plenty of autonomy, with responsibilities including:

• Managing a portfolio of clients with complex personal tax affairs
• Reviewing compliance work and overseeing junior team members
• Leading and supporting tax planning and advisory projects
• Advising around CGT, IHT, trusts and succession planning
• Working with Partners and Directors on more complex assignments
• Liaising with other specialist teams to provide joined-up client advice
• Developing strong relationships with clients
• Coaching and developing junior members of the tax team
• Identifying opportunities to provide additional services to clients

About You

You’ll have strong Private Client Tax experience gained within an accountancy practice or professional services firm, including exposure to both complex compliance and advisory work.

CTA and/or ACA qualification would be preferred, particularly at Senior Manager level, alongside strong client management and communication skills.

If you’re currently operating around Assistant Manager, Manager or Senior Manager level and aren’t sure whether your experience matches perfectly, there may be flexibility around the position.

Your CV won’t automatically be sent to our client. We’ll speak with you first, discuss the role and your requirements in detail, and only make an introduction once you’re happy to proceed.