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Private Client Tax Advisor (Clear path to Partner), stoke-on-trent
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Client:
Cedar
Location:
stoke-on-trent, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
09.07.2025
Expiry Date:
23.08.2025
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Job Description:
Senior Tax Manager - Private Client Advisory
Advisory-Only Focus | Progression to Partner | Hybrid Working
An exceptional opportunity has arisen for an experienced private client tax professional to step into a pure advisory role within a highly respected and growing practice. This position offers a clear and supported route to Partner, making it ideal for an ambitious Senior Tax Manager seeking their next major career move.
Why This Role?
This is not your typical compliance-heavy position. You'll focus solely on delivering high-value tax advisory services to a varied and loyal client base, including high-net-worth individuals and owner-managed businesses. Working closely with a supportive Tax Director, you'll receive hands-on mentorship as you develop towards Director and, ultimately, Partner.
You'll be part of a collaborative and high-performing tax team with a strong track record of developing senior talent, in a firm that values progression, balance, and employee ownership.
What You'll Be Doing:
* Advising private clients on a range of tax planning matters including IHT, CGT, succession planning, and residency
* Managing client relationships and offering strategic input across their personal and business interests
* Leading advisory projects including family wealth planning, restructuring, and HMRC enquiries
* Reviewing complex personal tax returns and managing P11Ds
* Developing and mentoring junior staff, and reviewing their technical work
* Contributing to the strategic direction of the tax function and attending monthly leadership meetings
What We're Looking For:
* CTA qualified (or equivalent) with strong post-qualification experience
* A proven track record managing a portfolio of private clients in practice
* Significant advisory experience, especially across IHT, CGT, and succession planning
* Exposure to corporate tax in an OMB context is beneficial but not essential
* Strong communication skills with a client-first mindset
* A natural leader with the drive to shape a team and progress to Partner
What's On Offer:
* Profit share bonus (paid consistently in recent years)
* Additional manager-level bonus
* Growth share plan with potential for equity participation
* Flexible hybrid working and early Friday finishes
* Health Cash Plan, Perkbox, and Employee Assistance Programme
* Competitive annual leave and ongoing career development
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