Senior Private Client Tax Manager — Lead Client Advisory

Michael Page Finance; Farnham; On-site; GBP 70,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits

CPD opportunities

Diversity & inclusion

Job summary

Michael Page Finance is seeking a Senior Private Client Tax Manager to join a professional services team in Farnham. You will oversee a portfolio of clients, delivering high-quality tax consultancy and leadership within the Private Client tax group.

The role emphasizes managing compliance, advising on tax planning, and maintaining strong client relationships while keeping up-to-date with tax legislation. A competitive salary and comprehensive benefits are offered.

Qualifications

• CTA/ATT qualified.
• Extensive knowledge of tax laws and regulations.
• Exceptional client service and relationship-building skills.
• Strong leadership and ability to mentor junior staff.
• Excellent written and verbal communication.

Responsibilities

• Manage and support the tax compliance matters for a varied portfolio of clients.
• Monitor and ensure timely, accurate filing of statutory tax returns.
• Maintain clear, structured compliance and advisory files with notes for Partner review.
• Organise workload and prioritise to meet deadlines, updating Partners on bottlenecks.
• Build rapport and maintain regular contact with clients by phone, email, and in person.
• Stay updated on technical matters and changes in legislation to feed back across offices.
• Identify and action opportunities for tax planning with Partners.

Skills

Excellent communication

Leadership

Client relationship management

Mentor junior staff

Education

CTA/ATT qualification

Job description

Michael Page Finance is seeking a Senior Private Client Tax Manager to join a professional services team in Farnham. You will oversee a portfolio of clients, delivering high-quality tax consultancy and leadership within the Private Client tax group.

The role emphasizes managing compliance, advising on tax planning, and maintaining strong client relationships while keeping up-to-date with tax legislation. A competitive salary and comprehensive benefits are offered.