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Private client tax - senior manager

Harrogate
SW Group
Manager
Posted: 4h ago
Offer description

Private Client Tax - Senior Manager, Harrogate


Client:

SW Group


Location:

Harrogate, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Reference:

911953073dfc


Job Views:

30


Posted:

22.06.2025


Expiry Date:

06.08.2025


Job Description:

What will you be doing?

As a Senior Manager, you will manage your own portfolio of clients and work with senior staff on consultancy and advisory personal tax planning and offshore projects.

We are looking for candidates based in Manchester, Leeds, or Harrogate, with a requirement to be in the office three times a week.

Responsibilities include:

* Delivering excellent client service and maintaining relationships
* Managing a portfolio of complex personal clients, including non-UK domiciled individuals, HNWIs, and trusts
* Meeting client and compliance deadlines, monitoring time limits and elections
* Leading tax planning projects on issues like non-domicile, trusts, capital gains, and inheritance tax
* Managing HMRC enquiries and disclosures
* Billing and budget monitoring
* Mentoring junior staff and supporting their development
* Engaging in business development activities

Qualifications & Skills:

* Significant experience in a professional services firm
* Knowledge of private client tax issues, especially non-domiciled individuals and complex tax matters
* Experience in tax planning and compliance management
* People management skills

Professional Qualifications:

* Chartered Accountant and/or Chartered Tax Adviser

Key Competencies:

* Ability to prioritize and manage workload under pressure
* Strong communication and interpersonal skills
* Leadership and technical expertise
* Client relationship management
* Analytical skills to provide workable solutions

Additional Benefits:

* Competitive salary, private medical insurance, life assurance, pension
* Hybrid working, generous holiday, additional holiday options
* Shared parental leave, funded professional training, cycle scheme, season ticket loan, eye care

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process.


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