Private Client Tax Senior Manager - Leatherhead

Pro-Tax; Leatherhead; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A premier tax advisory firm in Leatherhead is seeking a Senior Manager for Private Client Tax services. You will provide tailored advisory services to high-net-worth individuals, including reviewing complex tax returns and identifying restructuring opportunities. Ideal candidates have a CTA qualification and experience with a complex client base. This role offers flexible working options and values work-life balance.

Benefits

Flexible working options

Healthy work-life balance

Culture of trust and collaboration

Qualifications

• Minimum of 5 years' post-qualification experience.
• Experience advising high-net-worth individuals.
• Ability to manage workflow effectively.

Responsibilities

• Deliver tailored tax advisory services to high-net-worth individuals.
• Review consultants' tax returns and provide guidance.
• Identify opportunities to optimise clients' tax affairs.

Skills

CTA qualification

Advising on complex UK and international HNW clients

Strong organisational skills

Exceptional written and verbal communication

Confident under pressure

Excellent IT skills

Proactive attitude towards technology

Education

CTA qualification

Job description

Senior Manager - Private Client Tax

Shape your career around what matters most to you.

What You'll Do

• As a Senior Manager, you'll play a key role in delivering tailored tax advisory services to high-net-worth individuals, including both UK and international clients. You'll work closely with partners and consultants, providing technical guidance, reviewing complex tax returns, and identifying opportunities to optimise clients' tax affairs.
• Reviewing consultants' tax returns and providing expert technical input.
• Identifying opportunities to restructure clients' tax affairs and discussing these with partners and clients.
• Delivering specialist tax advisory services – including estate planning, inheritance tax, wealth structuring, and international issues.
• Liaising with HMRC on tax investigations.
• Acting as a key point of contact for clients, alongside the Partner.

What They're Looking For

• CTA qualification with a minimum of 5 years' post-qualification experience.
• Experience advising a complex UK and international HNW client base.
• Strong organisational skills and the ability to manage workflow effectively.
• Exceptional written and verbal communication.
• Confidence working under pressure and to deadlines – with the support of a team that values well-being as much as results.
• Excellent IT skills and a proactive attitude towards technology.

Why Join Us

• Flexible and hybrid working options tailored to your needs.
• A culture that values trust, autonomy, and collaboration.
• Opportunities to develop your expertise while maintaining a healthy work-life balance.

Interested to hear more? Please email your cv to [e-mail]

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