Overview
Sheridan Maine is partnering with a respected accountancy firm to appoint an experienced Private Client Tax Senior Manager or Director to join its team in the Midlands, close to Coventry. This is a pivotal hire, offering the opportunity to shape the firm’s Private Client Tax function and its future growth.
Responsibilities
* Lead and manage a diverse portfolio of private clients, providing expert advice on a range of complex tax matters.
* Deliver strategic tax planning and advisory services, covering inheritance planning, trusts, estate management, international tax considerations, and capital gains.
* Oversee compliance requirements where needed, while focusing primarily on advisory-led work.
* Build and maintain strong client relationships, driving business development opportunities.
* Support, mentor, and guide junior team members, sharing technical expertise.
* Play an integral role in succession planning, with a clear pathway to Partnership available for the right individual.
Qualifications
* CTA qualified preferred or significant relevant experience will be considered.
* Strong experience in Private Client Tax with a focus on IHT, Trusts, CGT, and international issues (Non-Dom / Non-Res).
* Proven track record of delivering high-level advisory services.
* Strong client relationship skills and the ability to identify and pursue business development opportunities.
* Leadership experience, with a desire to mentor and develop colleagues.
* Ambitious, commercially minded, and looking for a long-term career move with Partner potential.
What’s on offer
* Hybrid working model: 3 days in the office, 2 days from home.
* Clear pathway to Partner within a respected and stable firm.
* Free onsite parking.
* A highly competitive salary and benefits package.
* The chance to join a forward-thinking firm with a strong reputation in tax.
Additional information
You are required to be eligible to work in the UK full time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. If we have not responded within five days, please assume that your application has not been successful.
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