Private Client Tax Senior Manager (Advisory)

Private Client Tax Senior Manager (Advisory)

The Opportunity

We are seeking a motivated and experienced Private Client Tax Senior Manager to take ownership of a portfolio of clients, oversee junior team members, and contribute to workflow planning. This is a senior role with responsibility for delivering revenue and profitability targets, fostering long-term client relationships, and supporting the development of a high-performing team.

Key Responsibilities

• Manage a small private client portfolio, providing a mix of compliance and advisory personal tax services
• Identify tax-sensitive expenditure and other tax issues, advising clients proactively
• Liaise directly with clients to resolve queries and provide solutions
• Work closely with internal teams to ensure deadlines are met and HMRC obligations are fulfilled
• Review and oversee the work of junior team members
• Monitor personal utilisation, productivity, and WIP
• Provide guidance, mentoring, and constructive feedback to colleagues
• Contribute to team planning, ensuring effective allocation of workload and resources

Requirements

• CTA/ACA/ACCA/CA (or equivalent) qualified
• Experience in personal/private client tax or mixed tax in a practice environment
• Exposure to multiple sectors is advantageous due to diverse client base
• Strong technical knowledge with the ability to research and apply complex tax legislation
• Confident managing client relationships and leading a team

Why Join?

This is a partner-led, collaborative environment offering the opportunity to work with a diverse range of clients and develop your career as a senior tax professional in private client advisory.