Senior Private Client Tax Manager – Leatherhead

Overview

In this Senior Manager role, you lead advisory and compliance work for private clients, shaping the firm’s Private Client offering. You will mentor junior staff, manage client relationships, and help grow the client base across complex areas such as Non-Dom, trusts, and estate planning. Reporting to senior partners, you’ll deliver high-quality, consultative tax planning and ensure cross-sale opportunities are pursued. The position combines technical excellence with leadership in a top-tier private client tax practice.

Responsibilities

• Assist Partners, Directors and senior staff with complex enquiries and identify planning and cross-selling opportunities
• Contribute to Revenue enquiry matters and client base reviews to uncover additional opportunities
• Maintain regular communication with clients and third parties
• Mentor and train junior managers and trainees within the team
• Prepare budgets, monitor expenses, and report variances to Partners within firm procedures
• Directly communicate with clients to resolve queries and build relationships
• Support ad hoc duties as required
• Lead and develop the private client tax advisory offering to support firm growth

Key requirements

• CTA qualified
• High level of technical advisory expertise in private client tax
• Proven people management and team development experience
• Practical experience in private client tax planning
• Strong communication and interpersonal skills with ability to simplify technical concepts
• Excellent client care and relationship-building abilities
• Network and business development capabilities

• strong relationship building
• client-centric communication
• team leadership
• private client tax planning
• inheritance tax
• trusts and estate planning

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