Private Client Tax Senior Manager

Hays Taxation; Stockport; On-site; GBP 60,000 - 85,000; Full time

Job summary

Join a leading independent regional practice as a Private Client Tax Senior Manager. This role offers competitive salary and benefits, where you'll drive the private client tax business, oversee tax returns, and provide strategic advice to high-net-worth clients alongside the Private Client Tax Partner.

Benefits

Health plan

Pension scheme

29 days' holiday

Discretionary bonus

Professional development opportunities

Qualifications

• Minimum 5 years' experience in private client tax.
• Proven track record of managing high-net-worth clients.
• Strong knowledge of UK tax legislation.

Responsibilities

• Oversee 350+ private client tax returns, including high-net-worth individuals.
• Lead client meetings to review tax positions and provide strategic guidance.
• Advise clients on implications of new tax legislation and compliance.

Skills

Tax planning

Client relationship management

Analytical skills

Problem solving

Communication

Education

CTA qualified

Job description

Your new firm

This is an excellent opportunity to join a large independent, regional practice, at a time of huge growth within the tax advisory practice. You will be working with a newly appointed Private Client Partner, to continue to build and grow the private client tax compliance and advisory function. The firm is client and people-led, and continues to deliver exceptional standards of work to its client base of Owner-Managed Businesses, entrepreneurs and high-net-worth individuals. The incoming Private Client Tax Senior Manager will play a key role in driving this forward. The firm is investing heavily in external training for its managers, as well as the utilisation and implementation of AI.

Your new role

Your new role as Private Client Tax Senior Manager will be to drive forward the private client tax business, working closely with the Private Client Tax Partner on all aspects of personal and private client tax advisory and compliance work. This is a newly appointed role to work closely with the partner to shape this part of the business, and your work will include:

• Overseeing a portfolio of 350+ private client tax returns, including high-net-worth individuals, families, entrepreneurs, trusts, and estates.
• Building and maintaining robust client relationships, acting as the primary contact for all tax-related enquiries.
• Leading regular client meetings (initially with the tax partner) to review tax positions and offer strategic guidance.
• Providing thorough tax planning and advisory services, covering inheritance tax, capital gains tax, and income tax.
• Identify tax-saving opportunities and develop strategies to optimise clients' tax positions.
• Advising clients on the implications of new tax legislation, ensuring compliance with current regulations.
• Reviewing personal tax returns (including some trusts and estates) and associated documentation, ensuring all tax filings are accurate and submitted on time and liaising with HMRC on clients' behalf.
• Supervising and mentoring junior tax staff, offering guidance and support for their professional growth.

What you'll need to succeed

To be successful in this role as Private Client Tax Manager, you will have a minimum of 5 years' experience in private client tax, ideally within a professional services firm, along with a proven track record of managing a portfolio of high-net-worth clients.You will ideally be CTA qualified and reviewing personal tax returns for sign-off.
In-depth knowledge of UK tax legislation and compliance requirements, along with strong communications skills and the ability to manage multiple clients.Strong analytical and problem-solving skills along with experience of advisory project work.

What you'll get in return

You will be rewarded with a competitive salary and a comprehensive benefits package, including a health plan and pension scheme, 29 days' holiday and a discretionary bonus. The opportunity to work independently with the support of a highly skilled and supportive Private Client Tax Partner is here, along with professional development and career progression.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us on 0161 237 3388 to discuss it in more detail.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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