Private Client Tax Senior Manager - Salisbury

Pro-Tax; Salisbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax advisory firm in Salisbury is seeking a Personal Tax Senior Manager to drive their growing Tax team. This role involves advising private clients on tax issues and developing new business opportunities while managing a portfolio of high-net-worth individuals and partnerships. The ideal candidate will have strong communication skills and a relevant qualification like CTA, or equivalent experience. Join a dynamic environment where you can significantly impact clients' financial well-being.

Qualifications

• Experience managing a portfolio of private clients in tax advisory.
• Strong communication and relationship-building skills.
• Familiarity with private client tax issues and commercial awareness.

Responsibilities

• Act as a core advisor on private client tax issues.
• Source new clients and continue the growth of the practice.
• Develop business development skills and build a network.

Skills

Client relationship management

Tax planning

Communication skills

Business development

Education

CTA qualification or equivalent experience

Job description

Overview

Are you a Personal Tax Senior Manager looking to make an impact within a growing organisation? Our client a unique organisation with a 1st class reputation in the market are seeking a dynamic Private Client Tax Senior Manager to spearhead their thriving Tax team.

Responsibilities

Based in their picturesque office you will be a core advisor on private client tax issues to their range of clients as well as proactively sourcing new clients to the organisation. The client focus is HNWI's, UHNWI's, Sole Traders, Directors, and Partnerships which is growing at a very encouraging rate. You will be instrumental in not only being the key client facing representative of the private client tax division but will be successful in continuing the growth of the practice by effective tax planning. You will be keen to develop your business development experience, and building up an excellent network of contacts within the wider industry.

Qualifications

D due to the focus on tax advisory you will have acquired 1st hand experience of managing a portfolio of clients, with excellent communication and relationship building skills. You will be familiar with typical private client tax issues and have a good commercial awareness concerning the wider tax market. CTA candidates would be preferred for this role however those who are qualified by experience will be strongly considered.To find out more please email your CV to [e-mail]

Equal Opportunity

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.