Private Client Tax Senior Manager

This is an excellent opportunity for a Private Client Tax Senior Manager to join a thriving professional services firm. The role focuses on providing expert tax advice and compliance services to a portfolio of private clients in Surbiton.

Client Details

This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.

Description

• Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
• Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
• Build and maintain strong relationships with clients, acting as their trusted advisor.
• Review and sign off tax returns prepared by junior team members.
• Identify tax planning opportunities and deliver tailored solutions for clients.
• Support the development of junior team members through mentoring and training initiatives.
• Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
• Contribute to the growth and development of the tax department by identifying new business opportunities.

Profile

A successful Private Client Tax Senior Manager should have:

• A professional qualification such as CTA, ACA, or equivalent.
• Extensive experience in private client tax within the professional services industry.
• Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
• Proven ability to manage a portfolio of clients and deliver high-quality service.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• A proactive approach to identifying tax planning opportunities.

Job Offer

• Competitive salary of £65,000 to £75,000 per annum, depending on experience.
• Opportunities for career progression within the tax department.
• A supportive and collaborative team environment in the Surbiton office.
• Access to ongoing professional development and training programmes.
• Bonus scheme.
• Hybrid working.