Private Client Tax Manager

Overview

In this role you will lead Private Client Tax Advisory services for our national client base from Kendal, supporting cross-office collaboration. You will drive proactive tax planning and manage advisory projects, balancing client service with team leadership. The position sits within our Tax Consultancy line, contributing to growth and reputation through trusted, high-quality advice. You will be at the forefront of shaping client solutions in a values-driven, long-term relationship culture.

Pay / Benefits

• Salary Sacrifice Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement
• Smart Working Policy (home/remote)
• Health Shield Cash Plan
• Employee Assistance Programme
• Introductory Commission Scheme

Responsibilities

• Liaise with clients and the wider team to deliver Private Client Tax Advisory Services
• Lead new client meetings for Tax Advisory opportunities
• Provide proactive tax planning advice for clients
• Manage service line projects and review work of team members
• Monitor work in progress, recoveries, and billing
• Line management responsibility for Tax Seniors and Trainees
• Handle ad hoc queries from the wider firm

Key requirements

• CTA qualified (Desirable)
• Experience of leading advisory projects
• Knowledge of Agricultural Tax and Trust matters (Desirable)
• Full UK Driving Licence (Essential)
• Experience dealing directly with clients and delivering outstanding service
• Excellent verbal and written communication
• Great teamwork across offices

• teamwork
• communication
• client service
• Private Client Tax advisory
• Tax planning
• Agricultural Tax

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