Private Client Tax Senior Manager – Advisory Leader

Clark Wood - Tax Recruitment; Reading; On-site; GBP 150,000 - 200,000; Full time

Job summary

A recruitment agency is seeking a Private Client Tax Senior Manager in Reading. This managerial role focuses on providing high-level advisory services to a diverse portfolio of clients, including high-net-worth individuals and trusts. Ideal candidates will be CTA or ACA qualified with extensive experience in inheritance tax and capital gains tax planning. A proven track record in business development and client management is essential. The role involves leading business development efforts and enhancing awareness of the firm’s tax services.

Qualifications

• Experience in inheritance tax (IHT) and capital gains tax (CGT) planning.
• Ability to advise on residence and domicile issues.
• Proven track record at a Manager or Senior Manager level.

Responsibilities

• Provide high-level advisory and planning services to private clients.
• Lead business development efforts to expand client services.
• Enhance awareness of the firm's comprehensive tax services.

Skills

Advisory services

Client management

Business development

Education

CTA or ACA Qualified

Job description

A recruitment agency is seeking a Private Client Tax Senior Manager in Reading. This managerial role focuses on providing high-level advisory services to a diverse portfolio of clients, including high-net-worth individuals and trusts. Ideal candidates will be CTA or ACA qualified with extensive experience in inheritance tax and capital gains tax planning. A proven track record in business development and client management is essential. The role involves leading business development efforts and enhancing awareness of the firm’s tax services.