Private Client Tax Senior Manager - Reading

PRO-TAX RECRUITMENT LIMITED; Reading; On-site; GBP 90,000 - 130,000; Full time

Job summary

PRO-TAX RECRUITMENT LIMITED is seeking a Private Client Tax Senior Manager / Associate Director in Reading. This is a fast-track opportunity for an ambitious tax professional to lead advisory work with HNW individuals and families, and to build long-term client relationships.

You will manage and grow a client portfolio, oversee IHT, CGT, income tax, trusts and estate planning matters, and support junior team members while reporting to senior leadership as the practice expands toward Director

Qualifications

• Experienced Private Client Tax professional with advisory experience.
• Strong client relationship and business development skills.
• Ability to lead and develop junior members of the team.

Responsibilities

• Develop and manage a client portfolio of Private Client Tax matters.
• Lead advisory engagements for high-net-worth individuals and families.
• Support and mentor junior team members while contributing to business development.

Skills

Relationship management

Tax advisory

Client portfolio development

Team leadership

IHT

CGT

Estate planning

Job description

Private Client Tax Senior Manager / Associate Director - Reading

A fantastic opportunity for an ambitious Private Client Tax professional looking for the next step in their career, with a clear route to Director.

We're looking for an experienced Private Client Tax professional to join a growing team, with a strong focus on advisory work and developing long-term client relationships. You'll work with HNW individuals, families, entrepreneurs and business owners across a broad range of personal tax matters, including IHT, CGT, income tax, trusts, succession and estate planning.

Alongside your technical and advisory work, you'll have the opportunity to develop your own client portfolio, contribute to business development and take on increasing leadership responsibility. You'll also support and develop junior members of the team, working closely with senior leadership as the practice continues to grow.

This is an excellent opportunity for someone who wants to progress quickly into a Director role, with the support, autonomy and platform to build a long-term career within a successful and growing Private Client Tax team.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.