Private Client Tax Senior Manager - Reading

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

Job summary

A leading tax advisory firm in Reading is looking for a Private Client Tax Senior Manager. The role involves providing high-level advisory services to private clients, managing complex tax portfolios, and expanding client services. Ideal candidates are CTA or ACA qualified with substantial experience in inheritance tax planning and proven business development skills. The office is easily commutable from surrounding areas, offering a dynamic work environment and significant professional growth opportunities.

Qualifications

• Extensive experience in inheritance tax (IHT) and capital gains tax (CGT) planning, advising on residence and domicile issues.
• Proven track record in business development and client management at a managerial level.

Responsibilities

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

Skills

Business development

Client management

IHT and CGT planning

Education

CTA or ACA Qualification

Job description

Private Client Tax Senior Manager – Reading

Location: Reading

Sector: Tax, Personal Tax, Private Client Tax

Contract Type: Permanent

Salary: Highly Competitive

Contact: Richard Clark

Contact email: [e-mail]

Contact phone: [phone]

Published: 1 day ago

Expiry date: 2053-04-27

Startdate: 2025-12-11

Consultant: Richard Clark

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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