Private Client Tax Senior Manager – Salisbury £70k-£80k DOE

Howells Consulting Ltd; Salisbury; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading Private Client team is seeking a CTA personal tax Senior Manager to join their prestigious firm in Salisbury. The role involves advising high-net-worth clients on various tax-related issues, including succession planning and capital taxes. This position offers excellent progression opportunities backed by an award-winning team.

Qualifications

• Experience in personal tax, especially with HNW clients.
• Demonstrated ability to manage client relationships effectively.
• Knowledge of capital gains tax (CGT) and inheritance tax (IHT).

Responsibilities

• Act as a trusted adviser to clients, providing personal tax advice.
• Oversee compliance portfolios and ad hoc capital taxes work.
• Develop relationships with clients and third-party advisers.

Skills

Client Relationship Management

Personal Tax Advisory

Capital Taxes Planning

Succession Planning

Education

CTA qualification

Job description

This prominent Private Client team acts for an impressive client base of HNW old and new money clients including landed estates, rural business owners, 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.

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.

Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.