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Senior manager private client tax

Wells
SW Group
Manager
Posted: 26 August
Offer description

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Client:

SW Group


Location:

Tunbridge Wells, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Reference:

d090523e81b1


Job Views:

9


Posted:

25.08.2025


Expiry Date:

09.10.2025


Job Description:

As a Private Client Tax Senior Manager, you will work with Assistant Managers, Managers, and Directors across their portfolios, benefiting from a diverse support network.

Your client portfolios will include private clients with established and growing wealth, including private equity executives and their families.

Nicola MacAulay, our Director in Private Client Tax at the Royal Tunbridge Wells office, has recorded an audio clip discussing the team and its ambitions. Click here to listen.


Key responsibilities:

1. Deliver work to clients on time and within budget, managing client relationships and developing new business.
2. Lead and mentor junior team members, providing guidance and support.
3. Coordinate with other service lines, such as Accounts & Corporate Tax.
4. Maintain strong client relationships, delivering tax strategies and identifying new opportunities.
5. Develop junior staff through feedback and technical training.


Qualifications:

* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
* Significant experience in a professional services firm, with knowledge of complex capital gains and inheritance tax issues.
* Strong technical and communication skills, with ability to handle complex tax planning projects.
* Proven ability to develop new business and maintain long-term client relationships.
* People management and organizational skills.


Additional Benefits:

* Competitive salary
* Private medical insurance
* Life assurance
* Pension scheme
* Hybrid working (role dependent)
* Generous holiday allowance with options to purchase more
* Shared parental leave
* Fully funded professional training
* Cycle to work scheme
* Season ticket loan
* Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of your needs.

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