Private Client Tax Senior Manager

Overview

As a Senior Manager in the Private Client team, you steer high-net-worth personal tax compliance and advisory work. You will nurture long-term client relationships and lead a portfolio of entrepreneurs, family wealth, and trustees. You’ll mentor juniors, identify advisory opportunities, and collaborate with specialists to deliver integrated tax solutions. This role supports the firm’s growth in private client services and offers leadership and development opportunities within a respected practice.

Pay / Benefits

• Competitive salary
• Profit share scheme
• Hybrid and flexible working
• Comprehensive benefits package
• Direct access to experienced tax specialists
• Ongoing professional development

Responsibilities

• Lead delivery of high-quality personal tax compliance for individuals and trusts
• Mentor and develop junior team members
• Manage a portfolio of high-net-worth clients including entrepreneurs and trustees
• Identify and convert tax planning and advisory opportunities
• Oversee complex Self-Assessment reviews and tax returns
• Collaborate with specialists to provide integrated private client solutions
• Support business development and contribute to strategic service development
• Manage workflow, deadlines, and resource planning across the portfolio
• Act as primary client contact and build long-term relationships

Key requirements

• Significant experience in Private Client or Personal Tax within professional services
• Extensive portfolio management experience with high-net-worth individuals, entrepreneurs, and trustees
• Strong technical expertise in Income Tax, Capital Gains Tax, Inheritance Tax, Trusts and Estates, Remuneration and extraction planning, Succession and wealth planning, Tax residence and domicile matters
• Proven track record delivering high-quality compliance services
• Strong client relationship management and stakeholder engagement skills
• Experience identifying and converting advisory opportunities
• Excellent organisational and workflow management capabilities
• Experience leading, coaching and developing tax professionals
• Commercial awareness and pragmatic problem-solving approach
• CTA preferred; ACA or ATT or equivalent qualifications with substantial relevant experience

• Client-focused service orientation
• Mentoring and leadership
• Relationship management
• Private Client tax technical expertise
• Self-Assessment review and compliance leadership
• Trusts and estates planning

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