Private Client Tax Senior Manager - Tunbridge Wells

Pro-Tax Recruitment Limited; London; On-site; GBP 200,000 +; Full time

Job summary

A leading recruitment firm seeks a professional for a role focused on private client tax matters. You will manage projects, mentor junior staff, and develop tax strategies while building strong client relationships. CTA or STEP qualification and substantial experience in a professional services environment are required. The position offers a permanent contract with excellent salary and benefits.

Qualifications

• Strong technical knowledge across private client tax matters.
• Ability to convey complex concepts clearly to clients.
• Experience in people management focusing on technical growth.

Responsibilities

• Manage projects within agreed timelines and budgets.
• Build and nurture strong client relationships.
• Act as a technical leader and mentor within the team.
• Deliver technically robust tax strategies and insights.

Skills

Technical knowledge in private client tax

Client relationship management

Project management

Mentoring junior staff

Complex tax planning

Education

CTA or STEP qualified

Job description

Location

Tunbridge Wells

Type

Permanent

Superb Salary and benefits on offer

Key Responsibilities

• This firm offers a role that provides outstanding technical exposure across a broad spectrum of private client tax matters, including complex capital gains tax and inheritance tax planning. As part of our dynamic and collaborative team, you will:
• Take ownership of delivering high-quality work to clients, managing projects within agreed timelines and budgets while maintaining a focus on technical precision and depth.
• Build and nurture strong client relationships, using your expertise to identify opportunities for sophisticated tax planning and advisory solutions—helping grow existing accounts and attract new business.
• Act as a technical leader within the team, mentoring junior staff and offering detailed guidance on complex tax scenarios and technical development.
• Collaborate closely with other departments, such as Accounts and Corporate Tax, to deliver integrated, multi-disciplinary solutions tailored to client needs.
• Deliver comprehensive and technically robust tax strategies, supporting senior team members in expanding the firm's service offering through insightful, high-value technical work.
• Play a key role in developing junior team members, providing not only feedback and support but also technical coaching to enhance their understanding of intricate tax issues.

Qualifications and Essential Requirements

• CTA and/or STEP qualified.
• Significant experience gained within a professional services environment, with strong technical knowledge across private client tax, particularly in capital gains tax, inheritance tax, and broader tax planning strategies.
• Proven ability to convey complex tax concepts clearly and effectively to clients of varying technical backgrounds.
• Demonstrated success in leveraging technical knowledge to build and sustain profitable client relationships.
• Experience in managing and developing people, particularly with a focus on technical growth and capability.
• Organised, detail-oriented, and committed to continuous learning in a technically demanding environment.

To find out more please email

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