Private Client Tax Manager

About the Team

You’ll be joining our Private Client Tax team, a team of 21 people within a department of 50.

The team works closely with high net-worth individuals, supporting them with developing plans to create, manager and preserve wealth, including realising value from land and property.

We pride ourselves on being approachable, highly knowledgeable and trusted advisors, and offer exposure to diverse sectors, development of deep technical expertise and long standing client relationships.

Your Opportunity

As a Private Client Tax Manager, you will play a pivotal role in directing work on varied portfolios of clients through a team of supervisors, seniors, and trainees. You will be responsible for planning client work with technical competency in mind, ensuring that colleagues are appropriately matched to clients, and providing the right level of experience to aid their progression. Your role involves managing client expectations, assisting the heads of department in implementing departmental budgets and new initiatives, and sharing technical knowledge via supervisors with seniors and trainees. Additionally, you will take an active role in the overall development and progression of your department/team, ensuring clients are satisfied with the service they receive, and articulating the direction of the firm as set by the Executive Committee.

How You’re Making a Difference

In this role, you will:

• Direct work on varied portfolios of clients through a team of Assistant Managers, Seniors and Trainees
• Plan client work with technical competency in mind; ensuring that colleagues are appropriately matched to clients and that colleagues are provided with the right level of experience to aid their progression
• Manage client expectations
• Assist the heads of department in implementing departmental budgets and new initiatives; sharing technical knowledge via supervisors with seniors and trainees
• Take an active role in the overall development and progression of your department/team
• Ensure clients are satisfied with the service they’re receiving
• Articulate the direction of the firm as set by the Executive Committee
• Support the development of the team and direct reports, through peer reviews, contribution and quarterly reviews, and other feedback loops.
• Contribute to the building of the department through People processes including recruitment.
• Ensure that the client base is fully informed of any technical updates that may affect their affairs

You'll Be Ideal For This Role If You Have:

• CTA, but QBE also considered
• All skills of an Assistant Manager 
• Experience as a People Leader and a Technical Leader 
• Managed a varied portfolio of clients 
• Ability to explore possibilities and develop strategies 
• Capability to direct and influence people 
• Ability to interact with and understand people, and can resolve conflict
• Mindset to seize opportunities and recognise skills and strengths 
• Desire to uphold standards 

We know you have a lot to offer, which is why we give you the freedom to thrive, no matter who you are or what your background is.