Private Client Tax Senior Manager Reading

Clark Wood - Tax Recruitment; Reading; On-site; GBP 150,000 - 200,000; Full time

Job summary

A recruitment agency is seeking a Private Client Tax Senior Manager in Reading. This managerial role focuses on providing high-level advisory services to a diverse portfolio of clients, including high-net-worth individuals and trusts. Ideal candidates will be CTA or ACA qualified with extensive experience in inheritance tax and capital gains tax planning. A proven track record in business development and client management is essential. The role involves leading business development efforts and enhancing awareness of the firm’s tax services.

Qualifications

• Experience in inheritance tax (IHT) and capital gains tax (CGT) planning.
• Ability to advise on residence and domicile issues.
• Proven track record at a Manager or Senior Manager level.

Responsibilities

• Provide high-level advisory and planning services to private clients.
• Lead business development efforts to expand client services.
• Enhance awareness of the firm's comprehensive tax services.

Skills

Advisory services

Client management

Business development

Education

CTA or ACA Qualified

Job description

Private Client Tax Senior Manager – Reading

Senior Management Opportunity in Private Client Tax Advisory

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Reading. 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.

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

For further info or a discreet initial chat, please contact Rich Clark at Clark Wood - [e-mail] / Mobile: [phone]

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