Tax Senior Manager – Personal Team

Hollybank Trustees Ltd; Chelmsford; Hybrid; GBP 90,000 - 135,000; Full time

Benefits offered by this job

Auto enrolment Pension Scheme withTrue

Death in Service

Professional membership support

Paycare – claim money back for Dental/

Agile/Hybrid Working Policy

Dress for your Diary Policy

Job summary

Affinia is seeking a Senior Manager to oversee a tax team, manage a diverse client portfolio, and drive strategic leadership across complex tax matters. The role emphasizes high-level advisory and strong client relationships within a hybrid work model.

The successful candidate will demonstrate extensive tax knowledge, drive continuous development, and lead revenue growth while supporting staff through progression and exam preparation.

Qualifications

• CTA (Chartered Tax Adviser) qualification is essential.
• ACA / ACCA with substantial post-qualification tax experience is highly desirable.

Responsibilities

• Provide highest standard of tax advice across complex matters.
• Lead client engagements as a key contact and drive advisory work.
• Drive business development and revenue growth for the Tax Service Line.
• Manage high-value client relationships and oversee a complex portfolio.
• Oversee financial KPIs (WIP, Debtors, fee revenues) and risk management.
• Develop staff through feedback, development plans and career progression.
• Act as an ambassador for the Tax Service Line within the group.

Skills

Strategic leadership

Commercial leadership

Executive-level tax advisory

Client relationship management

Financial & risk management

Staff development

Education

CTA (Chartered Tax Adviser)

ACA/ACCA or equivalent

Job description

Location: Hybrid / Chelmsford, UK
job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Competitive salary

Location: Stratford in London, or Chelmsford or Harlow in Essex

Purpose of the role:

As aSeniorManageryou willoversee a team of staffmanagingtheirportfolio of clients. This will cover a diverse portfolio of individuals and non-incorporated businesses and you will need to ensure that every aspect of thoseclients'affairsissuccessfully catered forwhilstproviding first class servicealong the way. You will be able to shape this role as your own,with continuous support from the team and the hope in the future to see continuous internal progressionand eventual succession.

It will be expected for you todemonstratea vast wealth of technicalknowledgeand experience as you willneed to not only supportstaff through their own careerprogression butregularlyassistleaders with complex and niche tax matters day in, day out.This role is about strategic leadership, driving significant revenue growth, managing key client relationships, and overseeing the development and quality of a substantial tax team/service area.You will need to show an inherent ability to solve problems and drivesubsequentremediation work to ensure all matters are covered.You should be able todemonstratea strong attention to detail, excellent communication skills, professional approach to clients and colleagues and a firm commitment to providing a top-quality service to our clients.

Flexibility is key, there may be a requirement to workadditionalhours during busy periods and show a continued willingness to go above and beyond.Weoperatea hybrid working model, so you will split your time betweenthe office, client sites whenrequired, and from home when you are able.

Accountabilities:

• Strategic Technical Leadership & Advisory:Providing the highest standard of tax advice acrossa vast arrayof complextax matters, leading client engagements as a key contact, and driving the delivery of high-level advisory work.
• Business Development & Revenue Generation:Leading all commercial opportunities for the client portfolio, driving new business revenues, and actively promoting the Tax Service Line through marketing and pitches.
• Key Client Relationship & Portfolio Management:Acting as a trusted advisor, leading high-value client relationships, effectively managing a complex client portfolio, and ensuring first-class service and consistent client expectation management.
• Financial & Operational Oversight:Overseeing key financial KPIs (WIP, Debtors, fee revenues) across the portfolio, monitoring and reviewing team timesheets, and driving comprehensive risk management across client engagements.
• Team Leadership & Talent Development:Playing a pivotal role in staff development, providing comprehensive feedback, delegating work, creating development plans, and aiding in career and exam progression.
• Impact Across the Business:Play a key role across the business and act as anambassador for your specific specialism within the Tax Service Line.Continually champion our services and engage with other service lines to ensure a comprehensive approach to all our work.
• Working in tandem with staff from other service lines to ensure a ‘joined up’ approach.

Professional skills/qualifications:

• CTA (Chartered Tax Adviser)qualification is essential.
• ACA / ACCA (or equivalent chartered accountancy qualification)with substantial post-qualification tax experience, ideally combined with CTA, is highly desirable.
• Consistent engagement inContinuous Professional Development (CPD)tomaintainand expand awareness of tax legislation and complex matters within your specialism.
• Executive-Level Technical Tax Advisory:The ability to apply extensive knowledge of all tax matters to complex situations with the highest standard of advice, and to clearly articulate complex tax concepts and solutions to clients.
• Strategic Business Development & Commercial Leadership:A proven ability to consistentlyidentifyand drive commercial opportunities across large client portfolios, maximise fee revenues, lead pitches, and promote the Tax Service Line across the group.
• High-Level Client Relationship & Portfolio Management:Exceptional skill in leading and nurturing relationships with high-value clients as a trusted advisor, comprehensively managing expectations, and overseeing complex client portfolios.
• Strategic Financial & Risk Management:Proficiencyin assessing and managing key financial KPIs (WIP, Debtors, fees), understanding their business impact, driving solutions, and leading the implementation of robust risk management policies across client engagements.
• Advanced Leadership & Talent Development:Expertisein effectively delegating complex work, providing detailed feedback, creating development plans for staff, and aiding in career and exam progression for the team.

Core Benefits:

At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

• Auto enrolment Pension Scheme with True Potential
• Death in Service
• Professional membership support
• Paycare – claim money back for Dental / Optical / Professional Therapies
• Agile/Hybrid Working Policy
• Dress for your Diary Policy

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

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