Job Description
This is an excellent opportunity for a Private Client Tax Senior Manager to lead and manage a portfolio of private clients, providing strategic tax advice and compliance services. Based in Redhill, this role is ideal for a tax professional looking to progress their career within the professional services industry.
Client Details
This position is with a well-established professional services firm that specialises in providing expert tax advice and solutions. The organisation is medium-sized, offering a wealth of resources while maintaining a collaborative and supportive environment.
Description
* Manage and oversee a varied portfolio of clients, including HNW individuals, non-residents, trusts and family offices as well as Long Term and Short Term Residents.
* Act as the main point of contact for key clients, building and maintaining long-term relationships.
* Lead on complex tax compliance and advisory projects, including UK trust and estate matters.
* Provide technical guidance and review work prepared by managers, seniors, and trainees.
* Manage staff resourcing, workflow, and budgets across multiple assignments.
* Mentor, develop, and appraise junior team members to support career progression.
* Identify and deliver opportunities for cross-service collaboration and business development.
* Contribute to the firm's marketing initiatives (articles, presentations, networking, events) to build visibility and attract new clients.
* Ensure compliance with firm policies, risk management procedures, and regulatory requirements.
* Contribute to the strategic direction of the tax team and support directors with practice growth initiatives.
Profile
A successful Private Client Tax Senior Manager should have:
* Professional qualifications in tax or accounting, such as CTA.
* Strong technical knowledge of UK private client tax regulations.
* Proven experience managing a portfolio of private clients.
* Excellent communication skills and the ability to build strong client relationships.
* A proactive approach to identifying tax planning opportunities.
* Experience mentoring and supporting junior team members.
* A commitment to maintaining the highest standards of professional integrity.
Job Offer
* A competitive salary in the range of £70000 to £80000 per annum, depending on experience.
* Comprehensive benefits package, including pension contributions.
* Generous holiday allowance to support work-life balance.
* Opportunities for professional development and career progression.
* A collaborative and supportive working environment in Redhill.
* Hybrid working.
* PMI.