Private Client Tax Senior Manager

Taylor Rose Limited; Watford; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

28 days holiday + BH

Health Cash Plan

Part-time considered

Job summary

Taylor Rose Recruitment is representing a leading Chartered Accountants firm in St Albans for a Private Client Tax Senior Manager role. The successful candidate will handle a varied client portfolio including HNWIs, directors, partnerships and trusts, offering planning, advisory and compliance services.

The role offers hybrid/flexible working, generous holiday (28 days + BH), and a clear path to Director with a personal progression plan.

Qualifications

• CTA qualified with significant private client tax expertise.
• Experience in personal tax compliance and advisory work.
• Ability to manage own portfolio of clients.
• Strong communication and client relationship skills.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities for clients.
• Review tax compliance for clients.
• Lead delivery of ad hoc tax projects.
• Provide advice on Capital Gains tax, Property tax & Inheritance issues.
• Mentor junior staff within the team.
• Lead client meetings and build strong relationships.
• Collaborate with colleagues to ensure high service levels.

Skills

CTA Qualified

Personal tax advisory

Private client tax

Client relationship management

Mentoring staff

Education

CTA Qualification

Job description

Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Senior Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in St Albans.
Ideal for a CTA Qualified individual specialising in personal tax looking for the next step up in their career on a pathway to Director.
Working with an interesting and varied client portfolio (HNWIs, Directors, Partnerships & Trusts) involving a mixture of tax planning, advisory, compliance, and ad hoc project work.
Fantastic remuneration & extensive benefits package, hybrid/ flexible working, 28 days holiday + BH, and a personal progression plan (to Director). Part time also considered.

The Role:

• Managing a diverse private client tax portfolio
• Identifying tax planning opportunities
• Review of tax compliance
• Managing the successful delivery of ad hoc tax projects
• Provision of advice in areas such as Capital Gains tax, Property tax & Inheritance issues
• Mentoring junior staff
• Leading client meetings
• Building and maintaining strong client relationships.

Progression Plan

• Hybrid arrangement
• Flexible Working
• Option to Buy/ Sell Holiday
• Health Cash Plan
• 28 Days Holiday + BH
• The option to buy/ sell holidays
• Enhanced maternity/ paternity leave
• Cycle to work scheme
• Social events
• Part time considered

You:

• CTA Qualified
• Personal tax compliance and advisory experience
• Experienced in managing your own portfolio of clients
• Significant private client/ personal tax expertise
• Excellent communication skills
• UK Resident