Private Client Tax Senior Manager - Salisbury

Taxation; Salisbury; Hybrid; GBP 90,000 - 140,000; Full time

Job summary

Taxation in Salisbury is seeking a CTA personal tax Senior Manager to serve a prestigious base of HNW clients, including international and landed families. You will manage a broad spectrum of personal tax matters, including domicile, residence, CGT and IHT, while guiding a compliance portfolio and capital taxes planning.

The role combines client advisory leadership with partnership-backed support and a clear progression path toward AD and Director grades, offering strong visibility in a

Qualifications

• CTA designation or equivalent highly regarded.
• Strong client relationship management with HNW clients.
• Advisory experience across domicile, residence, CGT, IHT and trust structures.

Responsibilities

• Advise clients on a broad range of personal tax matters including succession planning.
• Oversee a compliance portfolio and capital taxes planning work.
• Build and maintain relationships with clients and third-party advisers.
• Develop your skills towards AD and Director grades with progression prospects.

Skills

Client relationship management

Personal tax advisory

Domicile & residence knowledge

CGT & IHT expertise

Trust structures experience

Education

CTA ( Chartered Tax Adviser ) or equivalent

Job description

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including international HNWIs, serial entrepreneurs, landed estates, wealthy families and trusts.

They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager. Experience of domicile, residence and the FIG regime would be particularly valued.

You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.

The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.

You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.

Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent. Ref 5174