Senior Manager – Private Client Tax

Overview

In this role you will lead high-quality private client tax advice for a distinguished portfolio of high-net-worth clients, entrepreneurs, and international individuals. You contribute to growth through client service excellence and by bringing innovative offerings to the market. You will collaborate with cross-functional teams and coach a local team, shaping the development of our Private Client tax practice. This position offers impact through sophisticated tax planning, ongoing client relationships, and opportunities to influence the firm’s growth. Join a collaborative culture that values people development and integrity.

Responsibilities

• Develop and maintain relationships with portfolio clients and identify opportunities for new work
• Expand internal and external networks to generate new business within allocated clients and targets
• Contribute to local team management, including coaching and developing team members
• Foster strong relationships with Corporate Finance to provide integrated tax advice during transactions
• Assess clients’ personal tax positions and develop innovative solutions to complex challenges
• Project manage delivery of tax advice and oversee implementation
• Manage WIP and billing to control financial aspects of assignments

Key requirements

• ACA, CA, CTA, ACCA or equivalent qualification
• Extensive personal tax knowledge and experience
• Strong technical expertise across Private Client advisory matters (shareholder tax planning, transaction-based advice, reliefs BADR and BPR, international tax planning)
• Strong commercial awareness for dialogue with business owners
• Proven track record of building long-term client relationships with C-suite executives and shareholders
• Passion for delivering exceptional service and maintaining client relationships
• Ability to sustain high energy, enthusiasm, and a motivating attitude
• Strong team ethic and ability to foster growth across peers and the firm
• Self-starter with proactive market opportunity identification

• strong commercial awareness
• leadership and coaching
• relationship-building
• Private Client advisory
• shareholder tax planning
• transaction-based advice

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