At a Glance
- Tasks: Lead a dynamic tax team, providing expert 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 shaping the future of tax services.
- Qualifications: Experience with high-net-worth clients and a CTA qualification are essential.
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: Growth & Leadership 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 exceptional opportunity for those looking to make a positive impact in the world of private client tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager: Growth & Leadership
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you show genuine interest and fit during the interview process.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role of Private Client Tax Senior Manager. Highlight your expertise in managing high-net-worth clients and your ability to provide tailored solutions.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and appreciation for the opportunity.
We think you need these skills to ace Private Client Tax Senior Manager: Growth & Leadership
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your expertise in managing high-net-worth clients and your technical knowledge in private client tax matters.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've driven business growth and supported team members, showcasing your leadership skills and mentorship experience.
Showcase Your Technical Expertise:In your application, emphasise your understanding of complex tax issues, especially international tax matters. We want to see how you can translate these complexities into clear guidance for clients, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Broughton Group
✨Know Your Tax Stuff
Make sure you're well-versed in private client tax, especially international matters. Brush up on UK resident and non-dom tax issues, as well as trusts and estates. Being able to discuss these topics confidently will show that you’re the expert they need.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior team members, be prepared to share examples of how you've supported others in your previous roles. Highlight your experience in leading teams and driving business growth to demonstrate your leadership capabilities.
✨Build Rapport with High-Net-Worth Clients
Practice how you would engage with high-net-worth clients. Think about how to translate complex tax matters into clear, understandable language. Showing that you can communicate effectively with diverse audiences will set you apart.
✨Prepare for Real-Life Scenarios
Expect to discuss real-life tax scenarios or case studies during the interview. Prepare by thinking through how you would handle specific client situations, including managing expectations and delivering tailored solutions. This will showcase your problem-solving skills and client management expertise.