Private Client Tax Senior Manager

This is an excellent opportunity for a Private Client Tax Senior Manager to lead and manage a portfolio of private clients, providing strategic tax advice and compliance services. Based in Redhill, this role is ideal for a tax professional looking to progress their career within the professional services industry.

Client Details

This position is with a well-established professional services firm that specialises in providing expert tax advice and solutions. The organisation is medium-sized, offering a wealth of resources while maintaining a collaborative and supportive environment.

Description

• Manage and oversee a varied portfolio of clients, including HNW individuals, non-residents, trusts and family offices as well as Long Term and Short Term Residents.
• Act as the main point of contact for key clients, building and maintaining long-term relationships.
• Lead on complex tax compliance and advisory projects, including UK trust and estate matters.
• Provide technical guidance and review work prepared by managers, seniors, and trainees.
• Manage staff resourcing, workflow, and budgets across multiple assignments.
• Mentor, develop, and appraise junior team members to support career progression.
• Identify and deliver opportunities for cross-service collaboration and business development.
• Contribute to the firm's marketing initiatives (articles, presentations, networking, events) to build visibility and attract new clients.
• Ensure compliance with firm policies, risk management procedures, and regulatory requirements.
• Contribute to the strategic direction of the tax team and support directors with practice growth initiatives.

Profile

A successful Private Client Tax Senior Manager should have:

• Professional qualifications in tax or accounting, such as CTA.
• Strong technical knowledge of UK private client tax regulations.
• Proven experience managing a portfolio of private clients.
• Excellent communication skills and the ability to build strong client relationships.
• A proactive approach to identifying tax planning opportunities.
• Experience mentoring and supporting junior team members.
• A commitment to maintaining the highest standards of professional integrity.

Job Offer

• A competitive salary in the range of £70000 to £80000 per annum, depending on experience.
• Comprehensive benefits package, including pension contributions.
• Generous holiday allowance to support work-life balance.
• Opportunities for professional development and career progression.
• A collaborative and supportive working environment in Redhill.
• Hybrid working.
• PMI.