Private Client Tax Senior Manager - High-Net-Worth Advisory

Pro-Tax; Altrincham; On-site; GBP 65,000 - 95,000; Full time

Job summary

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a CTA / ATT qualification and have experience in private client tax advisory. This position also involves mentoring junior staff and collaborating across departments to deliver comprehensive financial solutions. A competitive salary of £65,000 - £95,000 plus benefits is offered.

Benefits

Benefits

Bonus

Qualifications

• Experience in private client tax advisory in the UK.
• Proven ability to work with HNWIs and business owners.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Develop tax planning strategies to optimise client positions.
• Stay updated on tax legislation and ensure compliance.
• Collaborate with departments for holistic financial solutions.
• Mentor junior team members.

Skills

Tax planning

Client management

Legislative compliance

Mentorship

Education

CTA / ATT qualification

Job description

A leading regional accountancy firm in Altrincham is seeking a Private Client Tax Senior Manager. In this role, you'll manage a portfolio of high-net-worth individuals, providing bespoke tax planning and advisory services. Ideal candidates will hold a CTA / ATT qualification and have experience in private client tax advisory. This position also involves mentoring junior staff and collaborating across departments to deliver comprehensive financial solutions. A competitive salary of £65,000 - £95,000 plus benefits is offered.