Overview
As Senior Manager in our Tax Advisory Team, you will lead bespoke tax guidance for high-net-worth and ultra-high-net-worth individuals, families, and trusts. You’ll manage a portfolio, sustain strong client relationships, and help grow the private client practice through cross‑team collaboration and business development. You’ll craft tax-efficient wealth structures and oversee delivery across personal tax and related entities. This role combines technical leadership with mentorship in a partner-led firm that values client service and commercial impact.
Pay / Benefits
- 35-hour working week with hybrid policy (up to 3 days home)
- contributory pension scheme
- 25 days annual leave
- Life Assurance cover
- flexible benefits and family-friendly policies
- Profit-Sharing Plan (paid in December) and discretionary bonus scheme
Responsibilities
- Lead client engagements and coordinate with specialist teams to ensure timely, high-quality tax advice
- Manage deliverables within deadlines and handle ad hoc client queries
- Provide advisory services on wealth structuring, trusts, estate and succession planning
- Mentor junior team members and provide technical guidance and performance feedback
- Manage client relationships including budgeting and invoicing, and pursue referrals and pitches to grow the practice
Key requirements
- Professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience
- Proven track record leading engagements with HNWI/UHNWI
- Experience managing a demanding portfolio and delivering tax advisory services
- Strong interpersonal, organizational, and client-management skills
- Commercial mindset and ability to establish credibility at all levels
- Team-oriented, flexible, and capable of working across multiple projects
- Interpersonal skills
- Organizational skills
- Team collaboration
- Tax advisory for personal and international clients
- Wealth structuring, trusts, estate planning, and succession planning
- Personal tax compliance and advisory services
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