Private Client Tax Senior Manager - Tunbridge Wells

Pro-Tax; Tunbridge Wells; On-site; GBP 65,000 - 85,000; Full time

Job summary

A professional services firm in Tunbridge Wells seeks a Private Client Tax Senior Manager to oversee quality client work and manage tax projects. Ideal candidates will have CTA/STEP qualifications and extensive experience in private client tax. Responsibilities include relationship management and mentoring junior staff. The role offers a superb salary and benefits package.

Qualifications

• Significant experience in private client tax, especially capital gains, inheritance tax.
• Ability to convey complex tax concepts to varied audiences.
• Experience in managing and developing team members.

Responsibilities

• Deliver high-quality work and manage projects effectively.
• Build and nurture client relationships for tax planning.
• Mentor junior staff and guide them on tax issues.

Skills

Technical tax knowledge

Client relationship management

Mentoring

Project management

Communication

Education

CTA or STEP qualification

Job description

Overview

Private Client Tax Senior Manager - Tunbridge Wells

Superb Salary and benefits on offer

Responsibilities

• 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 [e-mail]

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.