Overview
In this Personal Tax Senior Manager role, you will take ownership of a private client portfolio and work closely with Tax Partners. You’ll handle complex advisory and planning work for high-net-worth individuals, trusts, estates, and non-UK residents, including IHT and trusts. You’ll influence the wider tax offering, develop junior colleagues, and strengthen relationships with new clients and referrers. The role offers hybrid working post-probation, a strong benefits package, and clear opportunities for visibility and technical leadership.
Pay / Benefits
- Hybrid working after probation
- 25 days’ holiday
- annual salary reviews
- strong benefits package
Responsibilities
- Own and manage a private client portfolio including HNW individuals, trusts and estates, and non-UK residents
- Lead complex advisory and planning work rather than pure compliance
- Develop junior colleagues and support other Senior Managers
- Build relationships with new clients and referrers
- Contribute to the development of the tax offering and act as go-to expert for IHT and trusts
Key requirements
- Senior Manager level experience in Personal Tax
- Ownership of client relationships and ability to work closely with Tax Partners
- Strong advisory and planning capabilities in IHT and trusts
- Ability to mentor and develop junior staff
- Business development and relationship-building with clients and referrers
- leadership
- collaboration
- communication
- IHT and trusts advisory
- trusts and estates planning
- non-UK residents tax
Personal Tax Senior Manager in Ascot employer: Creative Tax Recruitment
As a Trust Senior in the heart of London, you will thrive in a dynamic and supportive environment that prioritises your professional growth. With access to ongoing technical training and opportunities for further qualifications, you will be part of a collaborative team that values innovation and client engagement, ensuring a rewarding career path in the Trust & Estate sector. The firm's commitment to employee development and a diverse client portfolio makes it an exceptional place to build your expertise and advance your career.
