At a Glance
- Tasks: Lead a team in delivering high-level tax advisory and compliance solutions.
- Company: Join a fast-growing independent firm with a stellar reputation.
- Benefits: Enjoy flexible working, private medical cover, and a strong pension plan.
- Other info: Collaborate closely with Partners and drive business development initiatives.
- Why this job: Shape your career while making a real impact on high-net-worth clients.
- Qualifications: Experience in Private Client and Trust Tax is essential.
The predicted salary is between 54000 - 66000 £ per year.
Are you an ambitious Private Client and Trust Tax specialist looking to lead a dedicated team within one of the region's fastest-growing independent firms? Do you thrive on delivering high-level Inheritance Tax, Trust, and CGT advisory while taking direct ownership of team growth, client relationships, and service delivery? If you are seeking a highly visible, progressive position working closely with Partners, this opportunity offers the perfect platform to shape your career and elevate a key service line.
This leading Independent Firm of Accountants has grown to over 150 employees, establishing an outstanding reputation for delivering integrated tax, audit, and strategic advisory services.
- Lead, coach, and develop the specialist Private Client & Trust Services team, overseeing workflow, WIP, billing, recoveries, and performance appraisals.
- Deliver high-level advisory solutions covering Trusts, Inheritance Tax (IHT), Capital Gains Tax (CGT), offshore structures, and international tax matters.
- Oversee and lead the Personal and Trust Tax compliance framework, maintaining overall review and sign-off authority for complex returns.
- Act as a senior point of contact for HMRC, external professional advisers, and high-net-worth clients, managing complex tax risks proactively.
- Drive business development initiatives, networking, and technical content generation to support regional market growth.
As a Private Client Tax Senior Manager you will:
- Utilize specialist tax and accountancy software (such as CCH or Digita) to manage department compliance and reporting efficiently.
- Target and maintain 80% recovery on compliance engagements and 100% recovery on high-value advisory projects.
- Work directly alongside Partners to shape long-term business development, talent retention, and team recruitment strategy.
- Identify cross-selling opportunities across wider service lines including corporate tax, wealth management, and technology transformation.
Flexible working options including core hours and hybrid office/remote working arrangements. Private medical cover options available upon joining. Employer pension contributions included as part of a comprehensive benefits package.
Locations
Private Client Tax Senior Manager/Manager in Basingstoke, Hampshire employer: Austin Rose Associates Limited
Austin Rose Associates Limited is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Aberdeen. With a strong focus on employee growth, you will have the opportunity to lead high-impact projects while enjoying a comprehensive benefits package that includes hybrid working options, medical cover, and a competitive pension contribution, making it a rewarding place to advance your career in corporate tax.
Contact Details:
Austin Rose Associates Limited Recruitment Team
