Private Client Tax Senior Manager

Private Client Tax Senior Manager

Full-Time 60000 - 80000 £ / year (est.) Home office (partial)
Broughton Group

At a Glance

  • Tasks: Lead a team in providing expert tax guidance and exceptional client service.
  • Company: Join a respected firm that values support, inclusion, and career growth.
  • Benefits: Enjoy competitive pay, flexible benefits, and a clear career pathway.
  • Other info: Collaborative culture with ongoing learning opportunities for personal and professional development.
  • Why this job: Make a real impact while mentoring others and managing high-net-worth clients.
  • Qualifications: Experience in private client tax and strong relationship-building skills required.

The predicted salary is between 60000 - 80000 £ per year.

Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they're looking for a Senior Manager to help shape the future. It's a place where careers flourish, contributions matter, and making a positive difference for clients, communities and colleagues is part of everyday life.

This is a key role within the Private Client team, where you'll provide expert technical guidance and exceptional client service. You'll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You'll need to engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element too, offering support and training to junior team members.

You'll be responsible for reviewing tax returns and computations within agreed deadlines, ensuring the delivery of compliance is both efficient and well-controlled. You'll support senior colleagues with tax planning and contribute to ad hoc projects as needed. Building and maintaining strong client relationships will be a key part of your role, alongside managing expectations with care and clarity.

Your technical expertise should cover a broad range of areas relevant to private clients, particularly international tax matters, property, income tax, CGT, IHT, trusts and estates. You'll be well-versed in UK resident and non-dom tax matters, including offshore trusts and structures, and stay informed on both domestic and global tax legislation.

You'll produce tailored, high-quality written reports suited to a variety of audiences, from clients with limited financial knowledge to experienced offshore trustees. In some cases, you'll prepare court-appropriate documentation for expert witness work in financial remedy proceedings.

Managing work in progress will be essential, including meeting recoverability targets and ensuring fee quotes remain realistic and transparent. You'll maintain regular contact with clients, respond promptly, and anticipate their needs while keeping them informed throughout the process. Professional risk must be carefully managed through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures. You'll also take on other responsibilities as required to meet evolving business needs.

This role suits a tax manager aiming for senior level, or a senior manager seeking something new. You'll be proactive, professional, and able to meet client needs with minimal supervision. Experience managing high net worth clients is key. CTA is essential; STEP or ADIT is a plus. Strong relationship-building skills and commercial awareness are important. You should be organised, well-informed on tax, and supportive of your team's growth.

You should have broad tax experience and work well with minimal Partner oversight. You'll meet deadlines, handle billing, and manage expectations. Partners rely on you, and your team looks to you for direction. Technically, you'll understand private client tax, especially cross-border issues. You're recognised for your expertise and comfortable with HMRC. You handle high-pressure advice with confidence.

You understand client risk appetite and tailor communication accordingly. You help clients stay up to date and offer strategic, personalised solutions. You build knowledge across the firm and connect with quality intermediaries. You lead by example, earning trust from your team. Your judgement is respected, and your input valued. You tackle tough situations with composure and clarity.

You'll be part of a collaborative, inclusive and welcoming culture that's committed to supporting your growth and development. With access to specialist knowledge, valuable resources and ongoing learning opportunities, your career here can be both satisfying and rewarding. You'll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway and a working environment that adapts to your needs.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Private Client Tax Senior Manager employer: Broughton Group

Join a nationally respected firm where your contributions truly matter and careers flourish. With a collaborative and inclusive culture, you'll have access to ongoing learning opportunities and a clearly defined career pathway, all while enjoying competitive pay and flexible benefits. This is an excellent opportunity for those looking to make a positive impact in the world of private client tax.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Senior Manager

Tip Number 1

Network like a pro! Reach out to your connections in the tax field, especially those who work with high-net-worth clients. A friendly chat can lead to opportunities that aren’t even advertised yet.

Tip Number 2

Showcase your expertise! Prepare a portfolio of your past successes and case studies that highlight your skills in managing complex tax matters. This will help you stand out during interviews.

Tip Number 3

Practice your pitch! Be ready to explain how you can add value to the firm and its clients. Tailor your message to reflect the specific needs of the Private Client Tax team.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Private Client Tax Senior Manager

Expert Technical Guidance
Client Service
Portfolio Management
High-Net-Worth Client Engagement
Tax Return Review
Compliance Delivery
International Tax Matters

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Manager role. Highlight your expertise in international tax matters and client relationship management to catch our eye!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team, showcasing your passion for tax and how you can contribute to our collaborative culture.

Showcase Your Technical Skills:We want to see your technical prowess! Be specific about your experience with UK resident and non-dom tax matters, and don’t forget to mention any relevant qualifications like CTA or STEP.

Apply Through Our Website:For the best chance of success, apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity!

How to prepare for a job interview at Broughton Group

Know Your Tax Stuff

Brush up on your knowledge of private client tax, especially international matters. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence.

Showcase Your Client Relationship Skills

Prepare examples of how you've built and maintained strong relationships with high-net-worth clients. Highlight your ability to communicate complex tax matters in a clear and relatable way, as this is crucial for the role.

Demonstrate Leadership and Mentorship

Think of instances where you've led a team or mentored junior colleagues. Be ready to discuss how you support others' growth while managing your own responsibilities, as this aligns with the firm's values.

Be Ready for Technical Questions

Expect questions that test your technical knowledge, particularly around UK resident and non-dom tax matters. Prepare to explain your thought process when reviewing tax returns and computations, showcasing your attention to detail and compliance.