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Senior Private Client Tax Senior Manager, Swindon
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Client:
Page Personnel
Location:
Swindon, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
f469325c5009
Job Views:
9
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
* Lead a team of Private & Mixed Tax specialists in an award-winning firm
* Advance your career in a firm with open routes to Partnership
About Our Client
Our client is a highly respected provider of accounting and business advisory services in the South West, with a legacy spanning over 120 years. With a strong presence across Wiltshire and Somerset, the firm offers innovative solutions to a wide range of clients, while fostering a supportive environment that values professional growth and work-life balance.
Job Description
* Manage a portfolio of HNW clients and trust structures, handling both compliance and advisory work.
* Maintain strong client relationships, offering timely tax advice and responding to specific queries.
* Research complex tax issues and manage advisory assignments, ensuring clarity and practical solutions for clients.
* Delegate tasks to team members, providing guidance and ensuring high standards of service and compliance.
* Support the development of new business opportunities and services for existing and potential clients.
* Write technical articles for newsletters and publications, showcasing expertise and contributing to marketing efforts.
* Provide leadership and support within the team, including performance reviews, coaching, and professional development.
* Monitor and manage team targets and budgets, addressing variances as necessary.
* Work collaboratively with other teams to ensure a cohesive approach to client service delivery.
The Successful Applicant
A successful Private Client Tax Senior Manager should have:
* Extensive experience in private client tax, with strong knowledge of Inheritance Tax (IHT), Trusts, family investment companies, and intergenerational planning.
* Proven experience advising high-net-worth individuals and families on wealth planning and personal tax matters.
* Strong commercial acumen, with the ability to align tax advice with clients' business objectives.
* Demonstrated ability to generate and manage a client portfolio, with a deep understanding of the HNW sector.
* Experience with international tax issues, including residence, domicile, and offshore structures.
* In-depth knowledge of tax implications for landowners, rural businesses, and related services.
* Strong leadership and people management skills, with the ability to mentor and support junior team members.
* Excellent communication skills, with the ability to articulate complex tax matters clearly.
What's on Offer
* Competitive salary of £50,000-£70,000 with regular benchmarking and merit-based reviews.
* Health and wellness benefits, including private health insurance, a healthcare cash plan, and an employee assistance program.
* Flexible working arrangements, including homeworking options and the ability to buy more annual leave.
* Generous policies, such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
* Additional perks, including an in-house benefits platform, volunteer leave, social events, and a cycle-to-work scheme.
* Ongoing professional development and the opportunity to progress within a dynamic, growing firm.
We encourage all candidates who believe they have the skills and experience necessary for this role to apply. This is an excellent opportunity to join a highly respected professional services firm based in Swindon.
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