Tax Senior Manager - Private Client

Responsibilities

• Provide support to partners and directors in the effective running of the team and in winning new work.
• Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
• Driving the delivery of technical advisory work on the portfolio.
• Dealing with one off advisory and compliance assignments.
• A key point of contact for the client.
• Dealing with partnerships and high net worth individuals.
• Dealing with a wide range of capital gains tax issues.
• Overseeing the UK tax return filling process for a broad variety of clients.
• Monitoring team progress against targets.
• Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
• Monitor progress and encourage the personal development of all team members.
• Experience advising high net worth individuals, business owners, trusts and estates.

Key Responsibilities

• Ability to produce written work to a high standard.
• Make suggestions and implement changes in order to improve efficiency within the team.

Skills, Knowledge and Expertise

• CTA qualified (or equivalent) with significant experience in private client tax.
• Strong technical knowledge of UK private client tax, including personal tax planning, anti-avoidance legislation and inheritance tax matters.
• Proven ability to deliver both compliance and advisory services, including report writing and bespoke tax planning projects.
• Experience dealing directly with HMRC on complex enquiries, investigations, settlements and negotiations.
• Strong understanding of Self-Assessment, tax computations and broader private client tax compliance.
• Ability to build and maintain trusted client relationships, providing commercially focused and practical advice.
• Previous experience managing, coaching and reviewing the work of junior team members.
• Demonstrable business development skills, including identifying opportunities, winning work and generating referrals across service lines.
• Strong organisational, communication and leadership skills, with experience managing deadlines, WIP and billing responsibilities.
• Please refer to the full Job Description attached to this advert for a comprehensive overview of the role, responsibilities and requirements.

Compensation

£81,000 - £91,000 / year