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Personal Tax Senior Manager
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Your New Company
A leading independent professional services firm is seeking an experienced Private Client Tax Compliance Senior Manager to join its growing tax team. Working alongside experienced tax specialists across multiple offices, this role offers the opportunity to manage a varied portfolio of private clients while helping to shape the future of a modern, technology-enabled compliance function.
The firm provides services to a diverse client base including high-net-worth individuals, ultra-high-net-worth individuals, trusts and estates, partnerships, sole traders, farmers, non-resident individuals, and seafarers. With continued investment in technology, people, and service delivery, this is an excellent opportunity for an experienced private client tax professional looking to take on a senior leadership role.
Your New Role
Reporting to the Head of Tax Compliance, the successful candidate will take responsibility for managing their own portfolio of private clients, acting as the primary point of contact and ensuring the timely delivery of tax compliance services. This will include overseeing personal tax returns, trust compliance matters, Making Tax Digital reporting requirements, and related compliance obligations.
Alongside portfolio management responsibilities, the role will involve:
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- Reviewing work prepared by junior team members
- Supporting complex tax compliance matters
- Undertaking ad hoc advisory assignments including capital gains tax reporting, remuneration planning, and trust-related work
The successful candidate will work closely with colleagues across the wider tax and business advisory teams to deliver an exceptional client experience.
This is also a leadership-focused position, with responsibility for:
- Mentoring, developing, and line managing members of the compliance team
- Playing a key role in driving process improvements
- Embedding new technology
- Supporting the continued growth of the tax compliance function through both business development activity and client relationship management
What You'll Need To Succeed
The ideal candidate will hold a relevant professional qualification such as CTA, ATT, CA, STEP, or equivalent, and possess significant private client tax compliance experience, including at least three years operating at Manager level or above.
- Strong technical tax knowledge
- Proven experience of managing a client portfolio
- Ability to build and maintain trusted client relationships
- Previous people management experience
- Commitment to developing junior team members
- Confidence to undertake independent technical research where required
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Experience of CCH Personal Tax software would be advantageous, as would strong Microsoft Excel and Word skills.
What You'll Get In Return
This is an opportunity to join a highly respected firm that continues to invest in both its people and technology. The successful candidate will play a key role within a collaborative and supportive tax team while benefiting from significant scope for career development and progression. You will work with an interesting and diverse client portfolio and have the opportunity to influence the future direction of the tax compliance function.
What You Need To Do Now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found at hays.co.uk.
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