Private Client Tax Senior Manager/Director

Overview

In this role you will lead high-quality personal tax advisory for a client-focused private client team, handling a diverse portfolio of high-net-worth clients and international matters. You will shape service offerings, collaborate with the Corporate Finance team on transactions, and drive growth through strong client relationships and team development. The position combines technical expertise with strategic thinking to deliver value and strong financial performance. This is a senior, forward-looking role in a reputable firm offering clear progression and market-leading rewards.

Pay / Benefits

• market-leading remuneration and benefits package

Responsibilities

• Lead engagements for high-net-worth individuals, entrepreneurs, shareholders, and internationally mobile clients
• Provide comprehensive personal tax advisory including shareholder planning and reliefs (BADR, BPR)
• Collaborate with Corporate Finance during transactional work to address tax implications
• Cultivate enduring client relationships and identify growth opportunities
• Nurture and energise junior team members and manage project delivery
• Maintain rigorous control of financial performance and drive value for clients and the firm

Key requirements

• ACA, ACCA, CTA or equivalent
• Strong expertise in personal tax, including shareholder planning and international matters
• Commercial insight and a track record of long-standing client relationships
• Self-starter with collaborative mindset and ability to drive growth and service excellence

• collaborative mindset
• commercial acumen
• leadership and team development
• personal tax advisory
• shareholder planning
• BADR and BPR reliefs

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