Private Client Tax Senior Manager – Gloucester

Clark Wood; Gloucester; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading company is seeking a Private Client Tax Manager or Senior Manager based in Gloucester. This managerial opportunity focuses on providing advisory services for a diverse range of clients, including high net worth individuals and trusts, while actively driving business development. The ideal candidate will be CTA or ACA qualified with extensive experience in tax planning and client management, ready to contribute to the growth of the tax portfolio.

Qualifications

• CTA or ACA Qualified with extensive tax advisory experience.
• Proven track record in managing complex tax portfolios.
• Experience with high net worth individuals and trusts.

Responsibilities

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

Skills

Business Development

Client Management

Advisory Services

IHT Planning

CGT Planning

Education

CTA Qualified

ACA Qualified

Job description

Managerial Opportunity in Private Client Tax Advisory

Job Opportunity: Private Client Tax Manager or Senior Manager

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Gloucester. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities:

Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.

Lead business development efforts to expand client services and grow the tax portfolio.

Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate:

CTA or ACA Qualified.

Extensive experience in IHT and CGT planning, advising on residence and domicile issues.

Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information:

The Gloucester office would be easily commutable from areas all across Gloucester, South West; Bristol, Cheltenham, Thornbury, Worcester, Stroud etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood:

Phone: [phone]

#CW0625

Explore More Opportunities:

If this role isn’t quite what you’re looking for, please contact us to discuss other opportunities. You can also submit your CV directly or refer a friend or colleague to earn £500 in vouchers upon their successful placement.