Insite US
Private Client Tax Senior Manager
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PRIVATE CLIENT TAX SENIOR MANAGER
A well-established UK accountancy firm is strengthening its Private Client Tax team with a Senior Manager to take ownership of a sophisticated client portfolio and play a key role in the growth of the practice.
The role combines technical tax, client leadership, advisory work and team management, and would suit either an experienced Manager ready to step up or an established Senior Manager looking for greater responsibility.
THE OPPORTUNITY
You'll advise a portfolio of high-net-worth individuals and families across complex personal tax matters, while developing strong long-term client relationships.
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Key responsibilities include:
- Lead complex Private Client tax work and advisory projects
- Advise on personal tax planning and compliance
- Manage key client relationships and meetings
- Review work and maintain high technical standards
- Mentor and develop junior team members
- Identify opportunities with existing and prospective clients
- Support technical development and training within the team
WHY CONSIDER IT?
A genuine opportunity to take ownership, build your profile within Private Client Tax and have a meaningful role in the continued growth of the team.
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You'll have autonomy over your portfolio, exposure to senior leadership and the opportunity to develop both technically and commercially.
THE IDEAL BACKGROUND
- CTA qualified
- Strong Private Client Tax experience
- Experience managing a complex client portfolio
- Comfortable reviewing work and developing junior staff
- Confident client-facing communicator
- Strong UK personal tax knowledge
- Commercially aware and proactive
- Natural leadership ability
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