The Role
As a Private Client Tax Senior Manager, you overseeplex personal tax engagements, providing strategic advice on tax planning andpliance. You will manage key client relationships, mentor teams, and contribute to business development initiatives. Your role ensures technical excellence, client satisfaction, and supports the growth of the tax practice.
Demonstrate an understanding of client/customer needs not limited to service line. Demonstrates exceptional client service (both internal and external) and understands its importance to the firm as well as clients.
Demonstrate the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate.
Tailor services to match client requirements in regard to scope and deliverables, timing and cost of services provided.
Understand client core priorities and challenges and able to advise on ways that their internal process and procedures could be reviewed to assist in their achievement.
Able to confidently lead meetings with stakeholders. Role model and motivate others to work efficiently and to embrace new technologies and ways of working to achieve this. Encourage and empower the ideas of team members on improving efficiency and champion these ideas as appropriate.
Proficient in preparing final tax packs/transmittal letters for higher risk Private Tax clients.
Take the lead on most technical work, other than the mostplex, limiting director/partner input to higher risk matters.
Build and foster a good team spirit by engaging directly with team members and taking responsibility for team building events. Confident and actively building strong relationships with clients.
CTA Qualification required and STEP desirable.