Private Client Tax Senior Manager: Lead Client Portfolios

Taxation; Greater London; Híbrido; GBP 54.000 - 90.000; Jornada completa

Descripción de la vacante

Taxation in London seeks a Private Client Tax Senior Manager to take ownership of a diverse client portfolio, advising individuals, trustees, executors and family offices on tax matters. The role blends technical advisory work with strong client relationship management and portfolio oversight.

You will oversee day-to-day portfolio management, delegate work, ensure quality and meet deadlines, while identifying opportunities to grow existing engagements and contribute to business development.

Formación

• Substantial experience advising private clients, trustees, executors and family offices on tax matters.
• Strong knowledge of private client tax, trusts and estates.
• Experience managing a client portfolio, including billing and workflow oversight.
• CTA/ACA qualification or equivalent experience.
• Commercial awareness to identify opportunities to grow existing client relationships.
• Excellent communication and relationship management skills.
• Experience reviewing work and coaching junior colleagues.

Responsabilidades

• Provide high-quality tax advice to private clients, trustees, executors and family offices.
• Act as the principal contact for an established client portfolio, building trusted relationships.
• Oversee portfolio management, including billing, WIP, workflow planning and delivery.
• Delegate and review work to ensure technical quality and deadlines.
• Identify opportunities to develop additional work from existing clients and support business development.
• Collaborate with colleagues on client matters for proactive service delivery.
• Coach and support junior team members and contribute to their progression.
• Develop your client management and leadership capabilities.

Conocimientos

Private client tax

Trusts & estates

Client relationship management

Mentoring juniors

Educación

CTA or ACA

Descripción del empleo

Taxation in London seeks a Private Client Tax Senior Manager to take ownership of a diverse client portfolio, advising individuals, trustees, executors and family offices on tax matters. The role blends technical advisory work with strong client relationship management and portfolio oversight.

You will oversee day-to-day portfolio management, delegate work, ensure quality and meet deadlines, while identifying opportunities to grow existing engagements and contribute to business development.