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Private client tax senior manager

Oldbury
Hays
Manager
Posted: 2 February
Offer description

Your newpany

Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference—for clients,munities and colleagues—is part of everyday life.

Your new role

This is a key role within the Private Client team, where you’ll provide expert technical guidance and exceptional client service. You’ll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You’ll need to engage confidently with high-net-worth clients and their advisors, translatingplex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members.
1. You’ll be responsible for reviewing tax returns andputations within agreed deadlines, ensuring the delivery ofpliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity.
2. Your technical expertise should cover a broad range of areas relevant to private clients—particularly international tax matters, property, ie tax, CGT, IHT, trusts and estates. You’ll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation.
3. You’ll produce tailored, high-quality written reports suited to a variety of audiences—from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings.
4. Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You’ll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process.
5. Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You’ll also take on other responsibilities as required to meet evolving business needs.

What you'll need to succeed

This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You’ll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills andmercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth.Skills, Knowledge & Experience
6. You should have broad tax experience and work well with minimal Partner oversight. You’ll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction.
7. Technically, you’ll understand private client tax, especially cross-border issues. You’re recognised for your expertise andfortable with HMRC. You handle high-pressure advice with confidence.
8. You understand client risk appetite and tailormunication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries.
9. You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations withposure and clarity.



What you'll get in return

You’ll be part of a collaborative, inclusive and weing culture that’smitted to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You’ll benefit frompetitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs.

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