Private Client Tax Senior Manager/Associate Director

PRO-TAX RECRUITMENT LIMITED; Farnham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy practice in Farnham is seeking a Private Client Tax Senior Manager/Associate Director to oversee a diverse client portfolio and mentor team members. This position offers clear career progression, flexible working options, and a comprehensive benefits package, including health plans and development programs.

Benefits

Hybrid and flexible working options

25 days' holiday with options to buy/sell leave

Health Cash Plan

Pension Salary Sacrifice Scheme

Electric Vehicle Scheme

Client and employee referral bonuses

Qualifications

• At least five years' UK private client tax experience.
• Strong technical knowledge across private client tax.
• Proven client relationship management skills, experience in business development.

Responsibilities

• Manage and grow a varied portfolio of private tax clients.
• Advise clients on CGT, IHT, trusts, and international tax.
• Review complex tax returns to ensure service quality.

Skills

Client relationship management

Business development

Communication

Strategic thinking

Job description

Private Client Tax Senior Manager/Associate Director

Location

Type

Permanent

A leading accountancy practice is expanding its Private Client Tax team and is looking for an experienced Private Client Tax Senior Manager or Associate Director to join their Farnham office. With ambitious growth plans and a strong reputation for excellence, this firm offers a fantastic opportunity for career progression, technical development, and a supportive working environment.

The Role

As a Private Client Tax Senior Manager/Associate Director, you will:

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  Manage and grow a varied portfolio of private tax clients.
• 
  Advise clients on a full range of private tax services, including CGT, IHT, trusts, estates, property tax, and international tax.
• 
  Review complex tax returns and computations, ensuring high-quality service.
• 
  Support business development efforts, working closely with partners to win new private client tax work.
• 
  Oversee and mentor members of the Private Client Tax team, helping them develop their technical and commercial skills.
• 
  Collaborate with other teams, including corporate tax and advisory, to provide a seamless service to clients.
• 
  Contribute to the firm's private client tax strategy, ensuring continued growth and excellence.

What's in it for you?

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  Hybrid and flexible working options to support work-life balance.
• 
  Clear career progression in a fast-growing firm with ambitious expansion plans.
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  Exposure to a broad range of clients, offering varied and interesting work.
• 
  Ongoing technical and leadership development, including a Management Development Programme for future leaders.
• 
  Competitive benefits package, including:
• 
  25 days' holiday plus options to buy or sell additional leave.
• 
  A dedicated Wellbeing Day each year.
• 
  Health Cash Plan - money back on routine health appointments.
• 
  Pension Salary Sacrifice Scheme.
• 
  Electric Vehicle and Cycle to Work schemes.
• 
  Retail and gym discounts.
• 
  Client and employee referral bonuses.
• 
  Long service awards and regular employee recognition schemes.

About You

To be successful in this role, you should have:

• 
  At least five years' UK private client tax experience.
• 
  Strong technical knowledge across private client tax, with a track record of advisory work.
• 
  Proven client relationship management skills, with experience in business development.
• 
  Excellent communication skills, with the ability to explain complex tax matters clearly.
• 
  A commercial mindset, with a proactive and strategic approach.

If you are ready to take the next step in your career with a firm that values its people and offers genuine opportunities for growth, apply today.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.