Private Client Tax Senior Manager, Surrey

Overview

In this senior role, you will guide high-net-worth and ultra-high-net-worth private clients on complex tax planning and advisory matters within a mid-tier firm outside London. You’ll influence the private client service line, shape strategic direction, and develop key client relationships with intermediaries, contributing to business growth. The work is relationship-led, varied, and focused on commercial, high-impact advice rather than routine compliance. This is a clear path toward leadership and potentially Partnership, with opportunities to impact the firm’s growth and reputation.

Pay / Benefits

• Range of benefits
• Salary: 70,000 – 85,000 per annum

Responsibilities

• Advise on complex tax planning and advisory matters for HNW/UHNW clients
• Develop and manage client relationships and intermediaries
• Shape the direction of the private client service line and contribute to strategy
• Generate new work through existing clients and personal network
• Collaborate with the team to deliver high-quality, commercial advice
• Support firm growth and visibility, with focus on long-term partnership potential

Key requirements

• Experience in private client tax with HNW/UHNW client base
• Ability to influence and lead within a team
• Strong relationship-building and client-facing skills
• Commercial mindset with ability to provide strategic advice
• Willingness to contribute to service line growth and partnerships track

• relationship-building
• commercial acumen
• leadership
• private client tax advisory
• tax planning for HNW/UHNW
• intermediary relationship management

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