Private Client Tax Senior Manager

Posted 1 day ago by TPF Recruitment

Permanent
Full Time
Banking & Financial Services Jobs
Wiltshire, Salisbury, United Kingdom, SP1 1
Job Description

TPF Recruitment are delighted to be working with a prestigious and growing firm of chartered accountants who are seeking a Private Client Tax Senior Manager to join their well-established team in Salisbury.

This is an excellent opportunity for an experienced private client tax professional to take on a senior leadership role, managing complex client affairs, delivering high-quality advisory projects, and helping to shape the future of a highly regarded tax department.

Responsibilities
  • Manage a diverse portfolio of personal tax clients, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
  • Lead on tax planning projects such as succession planning, use of trusts and corporate structures, and advising on capital gains and inheritance tax matters.
  • Work closely with Partners and Directors on complex assignments, taking responsibility for delivering exceptional client service.
  • Collaborate with other departments (e.g. Accounts and Corporate Tax) to provide joined-up advice and solutions.
  • Oversee compliance work and provide guidance to more junior team members.
  • Mentor, coach, and develop junior colleagues, offering constructive feedback and technical training.
  • Build and maintain strong client relationships, identifying opportunities to add value and contribute to business growth.
Requirements

To succeed in this role, you will need:

  • Significant experience in private client tax, gained within a professional services firm.
  • Strong technical knowledge across a wide range of personal tax issues, with proven ability to explain complex matters clearly to clients.
  • Demonstrable experience in both compliance and advisory work, including tax planning.
  • Excellent people management skills, with a track record of developing and supporting junior staff.
  • ACA and/or CTA qualification.
  • Strong organisational skills and the ability to manage multiple priorities.
Benefits
  • Salary circa £60,000 - £75,000 per annum.
  • Hybrid and flexible working arrangements.
  • Private medical insurance, life assurance, and pension contributions.
  • Generous holiday allowance, with the option to purchase additional leave.
  • Shared parental leave and enhanced family policies.
  • Fully funded training and continuous professional development.