Private Client Tax Senior Manager – Newbury

Clark Wood; Newbury; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading company in tax advisory services is seeking a Private Client Tax Manager or Senior Manager in Newbury. The role involves providing high-level advisory services to high net worth individuals and managing complex tax portfolios. Ideal candidates will be CTA or ACA qualified with strong business development experience.

Qualifications

• Extensive experience in IHT and CGT planning.
• Proven track record in business development.
• Experience handling complex tax portfolios.

Responsibilities

• Provide high-level advisory services to clients.
• Lead business development efforts to expand services.
• Enhance exposure of the firm's services.

Skills

Business Development

Client Management

High Net Worth Individual Advisory

IHT and CGT Planning

Education

CTA Qualified

ACA Qualified

Job description

Managerial Opportunity in Private Client Tax Advisory

Job Opportunity: Private Client Tax Manager or Senior Manager

Location: Newbury

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Newbury. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities:

Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.

Lead business development efforts to expand client services and grow the tax portfolio.

Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate:

CTA or ACA Qualified.

Extensive experience in IHT and CGT planning, advising on residence and domicile issues.

Proven track record in business development and client management at a Manager or Senior Manager level.

Location & Contact Information:

The Newbury office is commutable from areas all across Berkshire, Oxfordshire & Hampshire, Oxford, Reading, Basingstoke, Andover, Swindon etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood:

Phone: [phone]

#CW0625

Explore More Opportunities:

If this role isn’t quite what you’re looking for, please contact us to discuss other opportunities. You can also submit your CV directly or refer a friend or colleague to earn £500 in vouchers upon their successful placement.