Senior Manager, Private Client Tax
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About the Role
Opportunity in a Tier A firm.
This firm seeks a Private Client Senior Manager to join them. The main function of this role is to provide expert tax advisory services to high-net-worth individuals and families. The responsibilities also include managing a portfolio of clients, delivering bespoke tax planning solutions, and ensuring compliance with the latest tax regulations. The role involves collaborating closely with other departments to offer a holistic approach to wealth management and tax efficiency.
KEY DUTIES:
- Providing tailored tax advice to high-net-worth clients
- Managing and developing a portfolio of private clients
- Conducting thorough tax planning and compliance reviews
- Liaising with other departments to deliver comprehensive client solutions
- Keeping abreast of changes in tax legislation and ensuring clients are informed
- Mentoring junior team members and supporting their professional development
QUALIFICATIONS:
- ACA/CTA qualified or equivalent
- Extensive experience in private client tax advisory
- Strong technical knowledge of UK tax legislation
- Excellent communication and interpersonal skills
- Proven ability to manage client relationships and deliver high-quality service