Job Description
Personal Tax Senior Manager - Private Client / Trusts & Estates
If you’re an experienced private client tax manager or senior manager who thrives on building deep client relationships, delivering high-quality advisory work and being part of a fast-growing, entrepreneurial practice, this is a standout opportunity.
I’m working with a modern, ambitious and rapidly expanding tax practice with an impressive client base of entrepreneurs, HNWIs and business owners. They are now looking to appoint a senior hire to work directly beneath the Private Client Tax Partner and play a key role in the continued growth of the team.
This is a firm where you’re supported properly, trusted early and encouraged to progress quickly.
Your new role:
A senior leadership position within a growing private client tax team, offering full ownership of high-value relationships and the chance to shape the future of the department.
* Lead a high-value private client portfolio including HNWIs, entrepreneurs and complex personal tax cases
* Act as a trusted advisor on residency, trusts & estates, IHT and wider strategic planning
* Manage complex advisory projects alongside the partner
* Oversee compliance prepared by the wider team
* Mentor and develop junior talent
* Support business development and identify commercial opportunities
* Influence processes and team growth as the department scales
What you'll need to succeed:
* STEP or CTA qualified (or equivalent)
* Strong experience across both compliance and advisory
* Confident handling complex technical matters and high-value client relationships
* Commercial, proactive and solutions-driven
* Experienced in leading teams and developing junior staff
What you'll get in return:
* Bonus, commission and pension
* A senior seat within a rapidly growing, ambitious firm
* Direct access to partners and clear progression opportunities
* Exposure to complex, interesting and high-value client work
* A collaborative, supportive and entrepreneurial culture
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.#4802038