Private Client Tax Senior Manager - Path to Director Hybrid

Taylor Rose Limited; Watford; Hybrid; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

28 days holiday + BH

Health Cash Plan

Part-time considered

Job summary

Taylor Rose Recruitment is representing a leading Chartered Accountants firm in St Albans for a Private Client Tax Senior Manager role. The successful candidate will handle a varied client portfolio including HNWIs, directors, partnerships and trusts, offering planning, advisory and compliance services.

The role offers hybrid/flexible working, generous holiday (28 days + BH), and a clear path to Director with a personal progression plan.

Qualifications

• CTA qualified with significant private client tax expertise.
• Experience in personal tax compliance and advisory work.
• Ability to manage own portfolio of clients.
• Strong communication and client relationship skills.

Responsibilities

• Manage a diverse private client tax portfolio.
• Identify tax planning opportunities for clients.
• Review tax compliance for clients.
• Lead delivery of ad hoc tax projects.
• Provide advice on Capital Gains tax, Property tax & Inheritance issues.
• Mentor junior staff within the team.
• Lead client meetings and build strong relationships.
• Collaborate with colleagues to ensure high service levels.

Skills

CTA Qualified

Personal tax advisory

Private client tax

Client relationship management

Mentoring staff

Education

CTA Qualification

Job description

Taylor Rose Recruitment is representing a leading Chartered Accountants firm in St Albans for a Private Client Tax Senior Manager role. The successful candidate will handle a varied client portfolio including HNWIs, directors, partnerships and trusts, offering planning, advisory and compliance services.

The role offers hybrid/flexible working, generous holiday (28 days + BH), and a clear path to Director with a personal progression plan.