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Private Client Tax Senior Manager - Leatherhead
Pro-Tax
Leatherhead
Hybride
GBP 70 000 - 90 000
Plein temps
Il y a 30+ jours

Résumé du poste

A premier tax advisory firm in Leatherhead is seeking a Senior Manager for Private Client Tax services. You will provide tailored advisory services to high-net-worth individuals, including reviewing complex tax returns and identifying restructuring opportunities. Ideal candidates have a CTA qualification and experience with a complex client base. This role offers flexible working options and values work-life balance.

Prestations

Flexible working options
Healthy work-life balance
Culture of trust and collaboration

Qualifications

  • Minimum of 5 years' post-qualification experience.
  • Experience advising high-net-worth individuals.
  • Ability to manage workflow effectively.

Responsabilités

  • Deliver tailored tax advisory services to high-net-worth individuals.
  • Review consultants' tax returns and provide guidance.
  • Identify opportunities to optimise clients' tax affairs.

Connaissances

CTA qualification
Advising on complex UK and international HNW clients
Strong organisational skills
Exceptional written and verbal communication
Confident under pressure
Excellent IT skills
Proactive attitude towards technology

Formation

CTA qualification
Description du poste
Senior Manager - Private Client Tax

Shape your career around what matters most to you.

What You'll Do
  • As a Senior Manager, you'll play a key role in delivering tailored tax advisory services to high-net-worth individuals, including both UK and international clients. You'll work closely with partners and consultants, providing technical guidance, reviewing complex tax returns, and identifying opportunities to optimise clients' tax affairs.
  • Reviewing consultants' tax returns and providing expert technical input.
  • Identifying opportunities to restructure clients' tax affairs and discussing these with partners and clients.
  • Delivering specialist tax advisory services – including estate planning, inheritance tax, wealth structuring, and international issues.
  • Liaising with HMRC on tax investigations.
  • Acting as a key point of contact for clients, alongside the Partner.
What They're Looking For
  • CTA qualification with a minimum of 5 years' post-qualification experience.
  • Experience advising a complex UK and international HNW client base.
  • Strong organisational skills and the ability to manage workflow effectively.
  • Exceptional written and verbal communication.
  • Confidence working under pressure and to deadlines – with the support of a team that values well-being as much as results.
  • Excellent IT skills and a proactive attitude towards technology.
Why Join Us
  • Flexible and hybrid working options tailored to your needs.
  • A culture that values trust, autonomy, and collaboration.
  • Opportunities to develop your expertise while maintaining a healthy work-life balance.

Interested to hear more? Please email your cv to jennifer.nelson@pro-tax.co.uk

________

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.

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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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