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Private Client Tax Senior Manager

Surbiton Permanent £65,000 - £75,000 per year View Job Description
This is an excellent opportunity for a Private Client Tax Senior Manager to join a thriving professional services firm. The role focuses on providing expert tax advice and compliance services to a portfolio of private clients in Surbiton.
  • Well established accountancy firm in the Surbiton area
  • Private Client Tax Senior Manager role

About Our Client

This professional services firm operates as a mid-sized organisation with a strong reputation for delivering high-quality tax advisory and compliance services. They are committed to providing tailored solutions to their clients and fostering a collaborative and supportive working environment.

Job Description

  • Manage and oversee a portfolio of private clients, ensuring their tax compliance and advisory needs are met.
  • Provide expert advice on personal tax matters, including inheritance tax, capital gains tax, and income tax planning.
  • Build and maintain strong relationships with clients, acting as their trusted advisor.
  • Review and sign off tax returns prepared by junior team members.
  • Identify tax planning opportunities and deliver tailored solutions for clients.
  • Support the development of junior team members through mentoring and training initiatives.
  • Keep up to date with changes in tax legislation and ensure compliance with regulatory standards.
  • Contribute to the growth and development of the tax department by identifying new business opportunities.

The Successful Applicant

A successful Private Client Tax Senior Manager should have:

  • A professional qualification such as CTA, ACA, or equivalent.
  • Extensive experience in private client tax within the professional services industry.
  • Strong technical knowledge of personal tax, inheritance tax, and capital gains tax.
  • Proven ability to manage a portfolio of clients and deliver high-quality service.
  • Excellent communication and interpersonal skills to build and maintain client relationships.
  • A proactive approach to identifying tax planning opportunities.

What's on Offer

  • Competitive salary of £65,000 to £75,000 per annum, depending on experience.
  • Opportunities for career progression within the tax department.
  • A supportive and collaborative team environment in the Surbiton office.
  • Access to ongoing professional development and training programmes.
  • Bonus scheme.
  • Hybrid working.



Contact
Ryan Leggett
Quote job ref
JN-042026-7005726
Phone number
+44 162 260 4518

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Financial Services
Location
Surbiton
Contract type
Permanent
Consultant name
Ryan Leggett
Consultant phone
+44 162 260 4518
Job reference
JN-042026-7005726