Private Client Tax Senior Manager

Opportunity in a Leading Professional Services firm.

The firm is looking for a dynamic and experienced Senior Manager to lead a private client tax portfolio, focusing on a mix of compliance and advisory services. This role will be responsible for overseeing project workflows, achieving revenue and profitability goals, and nurturing strong, enduring client relationships. The successful candidate will also play a key role in team development and contribute to strategic planning initiatives.

Key Responsibilities:

• Manage a diverse portfolio of private clients, specialising in personal tax, and delivering a range of tax services.
• Identify tax-sensitive expenditures and broader tax matters, providing expert advice to clients.
• Coordinate with clients to address queries and ensure timely submission of required information.
• Collaborate with internal teams to ensure adherence to deadlines, particularly for HMRC compliance.
• Contribute to the leadership of the Private Client Tax team by actively engaging with team members, conducting performance appraisals, and coaching staff to enhance their skills and knowledge.
• Oversee and monitor own productivity, utilisation, and work-in-progress to achieve operational goals.
• Offer guidance and constructive feedback to team members, fostering a supportive and efficient work environment.

Qualifications and Skills:

• Professional qualification (CTA, ACA, ACCA, CA, or equivalent) is essential.
• Extensive experience in personal/private client tax or mixed tax, gained within a practice setting.
• Strong technical expertise, with the capability to research complex tax legislation.
• Proficiency in trust and inheritance tax matters.
• Experience across multiple sectors is advantageous, reflecting the diverse client base of this firm.