Private Client Tax Senior Manager – Newbury

Clark Wood; Newbury (NH); On-site; USD 80,000 - 108,000; Full time

Job summary

A leading tax advisory firm is seeking a Private Client Tax Manager in Newbury to provide high-level advisory services to high net worth individuals. The ideal candidate will be CTA or ACA qualified with extensive experience in tax planning and client management. This managerial role includes business development responsibilities to expand the firm's services. Competitive compensation is offered.

Qualifications

• Experience managing departments and complex tax portfolios.
• Strong advisory skills for high net worth individuals (HNWIs) and trusts.

Responsibilities

• Provide high-level advisory and planning services to private clients.
• Lead business development efforts to expand client services.
• Enhance awareness of the firm's comprehensive tax services.

Skills

Business development

Client management

IHT and CGT planning

Advising on residence and domicile issues

Education

CTA or ACA Qualified

Job description

Managerial Opportunity in Private Client Tax Advisory

Job Opportunity

Private Client Tax Manager or Senior Manager

Location: Newbury

Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Newbury. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.

Key Responsibilities

• Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
• Lead business development efforts to expand client services and grow the tax portfolio.
• Enhance awareness and exposure of the firm's comprehensive tax services.

Ideal Candidate

• CTA or ACA Qualified.
• Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
• Proven track record in business development and client management at a Manager or Senior Manager level.

The Newbury office is commutable from areas all across Berkshire, Oxfordshire & Hampshire, Oxford, Reading, Basingstoke, Andover, Swindon etc.

For more details about this exciting opportunity, please contact Richard Clark at Clark Wood: Phone: [phone]