Private Client Tax Senior Manager — Hybrid & Wealth Advice

Michael Page Finance; Leatherhead; Hybrid; GBP 85,000 - 95,000; Full time

Benefits offered by this job

Hybrid working

Free parking

PMI

Job summary

Michael Page Finance in Leatherhead is seeking a Private Client Tax Senior Manager to oversee tax advisory and compliance for high-net-worth individuals, including UK and non-domiciled clients, in a respected accountancy practice. This role emphasizes leadership, technical excellence, and delivering timely, accurate guidance.

You will review returns, identify opportunities to optimize clients' tax affairs, manage a busy workflow alongside the client partner, and support business development

Qualifications

• CTA qualified with a minimum of 5 years post-qualification experience.
• Experience with a complex UK and non-domiciled high-net-worth client base.
• Ability to manage workflow in a busy and demanding environment.
• Outstanding written and verbal communication.
• Ability to work under pressure and in a deadline driven environment.
• Excellent IT skills and openness to technology changes.

Responsibilities

• Reviewing tax returns prepared by consultants and provide technical input on these.
• Identifying opportunities for restructuring clients' tax affairs and raising these with the client partner.
• Providing specialist tax advisory services including estate planning, inheritance tax planning, wealth structuring, domicile issues.
• Dealing with HMRC on tax investigations.
• Acting as point of contact for clients, alongside the Partner.

Skills

CTA qualified

UK/non-domiciled HNW clients

Leadership experience

Communication skills

Deadline-driven

IT skills / tech savvy

Education

CTA

Tools

IT systems

Job description

Michael Page Finance in Leatherhead is seeking a Private Client Tax Senior Manager to oversee tax advisory and compliance for high-net-worth individuals, including UK and non-domiciled clients, in a respected accountancy practice. This role emphasizes leadership, technical excellence, and delivering timely, accurate guidance.

You will review returns, identify opportunities to optimize clients' tax affairs, manage a busy workflow alongside the client partner, and support business development