Private Client Tax Senior Manager in Worcester)

Austin Rose Associates Limited; Worcester; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Private medical cover

Hybrid work arrangement

Employer pension contributions

Job summary

Austin Rose Associates Limited, a growing Worcestershire-based independent firm, seeks a Private Client Tax Senior Manager to lead a dedicated Private Client and Trust tax team. The role focuses on IHT, Trusts, CGT advisory, and owning client relationships with Partners.

The position offers progression toward Director/Partner, with flexible hybrid working and a strong emphasis on business development and technical leadership.

Qualifications

• Experience leading a Private Client and Trust tax team.
• Strong knowledge of Inheritance Tax, Trusts and CGT.
• Ability to build client relationships and drive service delivery.

Responsibilities

• Lead, coach, and develop the Private Client + Trust Services team.
• Deliver advisory solutions on Trusts, IHT, CGT, offshore structures, and international tax.
• Oversee compliance framework for Personal and Trust Tax returns and TRS/CRS reporting.
• Engage with HMRC, advisers, and high-net-worth clients to manage complex tax risks.
• Drive business development, networking, and technical content for regional growth.
• Collaborate with Partners on recruitment, talent retention, and strategy.
• Identify cross-sell opportunities across corporate tax, wealth management, and technology.

Skills

Private Client Tax

Inheritance Tax

Trust Tax

CGT advisory

People leadership

Business development

Tools

CCH

Digita

Job description

Private Client Tax Senior Manager | 12 Partner Firm | Worcestershire / West Midlands

Are you an ambitious Private Client and Trust Tax specialist looking to lead a dedicated team within one of the region+rsquo;s fastest-growing independent firms?

Do you thrive on delivering high-level Inheritance Tax, Trust, and CGT advisory while taking direct ownership of team growth, client relationships, and service delivery?

If you are seeking a highly visible, progressive position working closely with Partners, this opportunity offers the perfect platform to shape your career and elevate a key service line.

About the Firm

This leading Independent Firm of Accountants has grown to over 150 employees, establishing an outstanding reputation for delivering integrated tax, audit, and strategic advisory services. Combining market-leading technical capability with a forward-thinking, collaborative environment, the practice continues to expand its footprint rapidly across the Midlands.

Responsibilities

Lead, coach, and develop the specialist Private Client + Trust Services team, overseeing workflow, WIP, billing, recoveries, and performance appraisals.

Deliver high-level advisory solutions covering Trusts, Inheritance Tax (IHT), Capital Gains Tax (CGT), offshore structures, and international tax matters.

Oversee and lead the Personal and Trust Tax compliance framework, maintaining overall review and sign-off authority for complex returns.

Ensure full departmental compliance across 60-day CGT Returns, the Trust Registration Service (TRS), Trust IHT Returns, and CRS reporting.

Act as a senior point of contact for HMRC, external professional advisers, and high-net-worth clients, managing complex tax risks proactively.

Drive business development initiatives, networking, and technical content generation to support regional market growth.

As a Private Client Tax Senior Manager you will:

Utilize specialist tax and accountancy software (such as CCH or Digita) to manage department compliance and reporting efficiently.

Maintain an individual personal chargeability target of 70% utilisation.

Target and maintain 80% recovery on compliance engagements and 100% recovery on high-value advisory projects.

Work directly alongside Partners to shape long-term business development, talent retention, and team recruitment strategy.

Identify cross-selling opportunities across wider service lines including corporate tax, wealth management, and technology transformation.

What You+rsquo;ll Receive

Flexible working options including core hours and hybrid office/remote working arrangements.

Private medical cover options available upon joining.

Employer pension contributions included as part of a comprehensive benefits package.

Direct path to leadership with structured progression reviews toward Director/Partner level.

Full support and study/membership coverage for relevant professional qualifications and professional bodies.