Private Client Tax Senior Manager / Director (Accountancy Practice)

Pertemps; United Kingdom; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A respected accountancy firm in the Midlands is seeking an experienced Private Client Tax Senior Manager or Director. This role involves leading tax planning for a diverse portfolio, mentoring junior staff, and driving business development. The firm offers a hybrid working model, competitive salary, and the potential for partnership, making it an exciting opportunity for ambitious professionals.

Benefits

Hybrid working model

Clear pathway to Partner

Free onsite parking

Competitive salary and benefits package

Qualifications

• Strong experience in Private Client Tax, focusing on IHT, Trusts, CGT, and international issues.
• Proven track record delivering high-level advisory services.
• Ambitious, commercially minded with Partner potential.

Responsibilities

• Lead a diverse portfolio of private clients, providing expert tax advice.
• Deliver strategic tax planning covering complex areas.
• Build and maintain strong client relationships.

Skills

Private Client Tax expertise

Strong client relationship skills

Leadership

Business development

Education

CTA qualified or significant experience

Job description

Overview

"Behind every good client strategy is a great tax professional making it possible."

Sheridan Maine is delighted to be partnering with a respected and well-established accountancy firm that has built a strong reputation, particularly within Tax. Due to continued growth and increasing client demand, the firm is now seeking to appoint an experienced Private Client Tax Senior Manager or Director to join its award-winning team in the Midlands, close to Coventry.

This is a pivotal hire, offering the opportunity to play a key role in the firm's Private Client Tax function and to shape its future growth.

Responsibilities

• Lead and manage a diverse portfolio of private clients, providing expert advice on a range of complex tax matters.
• Deliver strategic tax planning and advisory services, covering areas such as inheritance planning, trusts, estate management, international tax considerations, and capital gains.
• Oversee compliance requirements where needed, whilst focusing primarily on advisory-led work.
• Build and maintain strong client relationships, driving business development opportunities.
• Support, mentor, and guide junior team members, sharing technical expertise.
• Play an integral role in succession planning, with a clear pathway to Partnership available for the right individual.

Qualifications

• CTA qualified preferred or significant relevant experience will be considered.
• Strong experience in Private Client Tax with a focus on IHT, Trusts, CGT, and international issues (Non-Dom / Non-Res).
• Proven track record of delivering high-level advisory services.
• Strong client relationship skills and the ability to identify and pursue business development opportunities.
• Leadership experience, with a desire to mentor and develop colleagues.
• Ambitious, commercially minded, and looking for a long-term career move with Partner potential.

What's on Offer

• Hybrid working model: 3 days in the office, 2 days from home.
• Clear pathway to Partner within a respected and stable firm.
• Free onsite parking.
• A highly competitive salary and benefits package.
• The chance to join a forward-thinking firm with a strong reputation in tax.

Application note

If you are an experienced Private Client Tax professional looking to make a significant impact within a growing firm, we'd love to hear from you. Please click on "apply" as soon as possible.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.