Private Client Tax Senior Manager

Michael Page (UK); Swindon; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading professional services firm in Swindon seeks a Private Client Tax Senior Manager to manage high-net-worth client portfolios. The successful candidate will provide tax compliance and advisory services while contributing to business growth. This role offers a competitive salary and benefits, with an emphasis on professional development and work-life balance.

Benefits

Health and wellness benefits

Flexible working arrangements

Generous maternity and paternity pay

Life assurance

Pension scheme

Volunteer leave

Cycle-to-work scheme

Ongoing professional development

Qualifications

• Extensive experience in private client tax and wealth planning.
• Proven experience advising high-net-worth individuals.
• In-depth knowledge of tax implications for landowners and rural businesses.

Responsibilities

• Manage compliance and advisory work for HNW clients and trust structures.
• Research complex tax issues and provide practical solutions.
• Support business development and write technical articles for marketing.

Skills

Strong knowledge of Inheritance Tax (IHT)

Commercial acumen

Excellent communication skills

Leadership and people management

Job description

As a Private Client Tax Senior Manager, you will play a key role in managing a diverse portfolio of high-net-worth (HNW) clients and trust structures. Your focus will be on both compliance and advisory services, providing strategic tax advice while also contributing to business development and the growth of the firm's private client tax practice.

Client Details

Our client is a highly respected provider of accounting and business advisory services in the South West, with a legacy spanning over 120 years. With a strong presence across Wiltshire and Somerset, the firm offers innovative solutions to a wide range of clients, while fostering a supportive environment that values professional growth and work-life balance.

Description

• Manage a portfolio of HNW clients and trust structures, handling both compliance and advisory work.
• Maintain strong client relationships, offering timely tax advice and responding to specific queries.
• Research complex tax issues and manage advisory assignments, ensuring clarity and practical solutions for clients.
• Delegate tasks to team members, providing guidance and ensuring high standards of service and compliance.
• Support the development of new business opportunities and services for existing and potential clients.
• Write technical articles for newsletters and publications, showcasing expertise and contributing to marketing efforts.
• Provide leadership and support within the team, including performance reviews, coaching, and professional development.
• Monitor and manage team targets and budgets, addressing variances as necessary.
• Work collaboratively with other teams to ensure a cohesive approach to client service delivery.

Profile

A successful Private Client Tax Senior Manager should have:

• Extensive experience in private client tax, with strong knowledge of Inheritance Tax (IHT), Trusts, family investment companies, and intergenerational planning.
• Proven experience advising high-net-worth individuals and families on wealth planning and personal tax matters.
• Strong commercial acumen, with the ability to align tax advice with clients' business objectives.
• Demonstrated ability to generate and manage a client portfolio, with a deep understanding of the HNW sector.
• Experience with international tax issues, including residence, domicile, and offshore structures.
• In-depth knowledge of tax implications for landowners, rural businesses, and related services.
• Strong leadership and people management skills, with the ability to mentor and support junior team members.
• Excellent communication skills, with the ability to articulate complex tax matters clearly.

Job Offer

• Competitive salary of £50,000-£70,000 with regular benchmarking and merit-based reviews.
• Health and wellness benefits, including private health insurance, a healthcare cash plan, and an employee assistance program.
• Flexible working arrangements, including homeworking options and the ability to buy more annual leave.
• Generous policies, such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
• Additional perks, including an in-house benefits platform, volunteer leave, social events, and a cycle-to-work scheme.
• Ongoing professional development and the opportunity to progress within a dynamic, growing firm.

We encourage all candidates who believe they have the skills and experience necessary for this role to apply. This is an excellent opportunity to join a highly respected professional services firm based in Swindon.