Private Client Tax Senior Manager
Private Client Tax Senior Manager

Private Client Tax Senior Manager

Cheltenham Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team in managing high-net-worth client portfolios and provide expert tax advice.
  • Company: Join Crowe, a top global audit and tax firm with a commitment to excellence and diversity.
  • Benefits: Enjoy flexible working options, competitive salaries, and a supportive culture focused on personal growth.
  • Why this job: Make a real impact while developing your skills in a collaborative and innovative environment.
  • Qualifications: CTA qualified with experience in private client tax; strong interpersonal skills are essential.
  • Other info: Crowe values diversity and offers clear career progression based on merit.

The predicted salary is between 43200 - 72000 £ per year.

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Our Tax team are looking for a Senior Manager to join their exciting and growing department. This is a key role within the Private Client department, where you will be required to provide technical support and excellent client service, managing a portfolio of key clients and be instrumental in helping to grow the business.

Your role will involve taking leadership within the manager team and with team members, and you should be able to successfully deal credibly and professionally with high-net-worth clients and other professional advisors. As such, excellent technical skills are crucial; equally crucial will be your ability to impart complex tax technical information to non-experts. Part of your role will be to mentor more junior staff and help them to develop their soft skills and provide technical training where needed.

Responsibilities
  • Review tax returns and computations in conjunction with agreed timescales; ensures the efficient and risk managed delivery of compliance.
  • Supporting senior staff on tax planning and other ad hoc projects.
  • Build good rapport with clients, manage and meet client expectations.
  • Demonstrable technical knowledge in many areas of tax relevant to private clients, including those relating to international clients, property, income tax, capital gains tax, IHT, trusts and estates.
  • A good working knowledge of UK resident and non-domiciled tax matters, including offshore trusts and structures is essential.
  • Excellent report writing skills, with the ability to tailor the report to the reader.
  • Manage work in progress to ensure recoverability targets can be met and ensure that clients are provided with realistic fee quotes and updated on a regular basis.
  • Respond quickly to clients, and anticipate client requests/needs, keeping clients informed of progress to all aspects of the service provided.
  • Take steps to minimise professional risk, including the appropriate documentation of services provided.
  • Other ad hoc duties in line with business requirements.
The Individual

The role would suit an experienced private client tax manager looking to move up to senior manager, or an established senior manager looking for a fresh challenge within a new and progressive environment. Ability to use own initiative and ensure that the clients’ needs are fully met. Display a flexible, professional approach and have the confidence and ability to establish credibility with Partners and clients.

Skills, Knowledge & Experience

You will ideally have experience in advising on a wide range of tax issues which should include the following areas:

  • Leading delivery of the compliance with minimal Partner oversight on multiple projects.
  • Advanced understanding of tax matters relating to private clients, many with international interests.
  • Confidently interacts with HMRC regarding complex issues on behalf of clients.
  • Understands Clients’ attitudes to risk and ensures advice is communicated correctly and consistently.
  • Building others’ knowledge of the firm.

At Crowe we understand that it is often the culture and values of a firm that are most important when looking for a new workplace. We invest in our people to help them be the best they can be. We value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service.

Private Client Tax Senior Manager employer: Crowe UK

Crowe is an exceptional employer, offering a vibrant and inclusive work culture that prioritises the growth and development of its employees. With access to a global network and a commitment to innovation, Crowe provides meaningful career opportunities for professionals in the Private Client Tax sector, ensuring a supportive environment where your contributions are valued and recognised. Located in Cheltenham, you will benefit from a collaborative atmosphere that encourages flexibility and work-life balance, making it an ideal place to thrive both personally and professionally.
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Contact Detail:

Crowe UK Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the tax and accounting field, especially those who work with high-net-worth clients. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into Crowe's culture and expectations.

✨Tip Number 2

Familiarise yourself with the latest developments in UK and international taxation, particularly those relevant to private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.

✨Tip Number 3

Prepare to discuss your experience in managing client portfolios and how you've successfully built relationships with high-net-worth individuals. Be ready to share specific examples of how you've met client expectations and delivered exceptional service.

✨Tip Number 4

Showcase your leadership skills by discussing any mentoring or training experiences you've had with junior staff. Highlight how you've empowered team members to develop their skills, as this aligns with Crowe's emphasis on personal development and teamwork.

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

Advanced Tax Knowledge
Client Relationship Management
Technical Report Writing
Tax Compliance and Planning
Interpersonal Skills
Leadership and Team Management
Risk Management
Knowledge of UK and International Taxation
Ability to Simplify Complex Information
Mentoring and Training Skills
Attention to Detail
Time Management
Problem-Solving Skills
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in private client tax management. Focus on your technical skills, client management abilities, and any leadership roles you've held. Use specific examples that demonstrate your expertise in areas like income tax, capital gains tax, and international taxation.

Craft a Compelling Cover Letter: Your cover letter should reflect your passion for the role and the firm. Discuss why you want to work at Crowe and how your values align with theirs. Mention your qualifications, such as being CTA qualified, and provide examples of how you've successfully managed high-net-worth clients.

Showcase Your Interpersonal Skills: In your application, emphasise your ability to build relationships with clients and team members. Provide examples of how you've mentored junior staff or resolved challenging situations, showcasing your strong interpersonal skills and professional judgement.

Highlight Continuous Learning: Mention any recent training or certifications related to tax matters, especially those relevant to private clients. This shows your commitment to staying updated with tax legislation and your dedication to personal development, which is valued by Crowe.

How to prepare for a job interview at Crowe UK

✨Showcase Your Technical Expertise

As a Private Client Tax Senior Manager, you'll need to demonstrate your advanced understanding of tax matters. Be prepared to discuss specific cases where you've successfully navigated complex tax issues, especially those involving high-net-worth clients and international interests.

✨Communicate Clearly and Effectively

You'll be required to explain complex tax concepts to clients who may not have a financial background. Practice simplifying technical jargon into layman's terms, and consider preparing examples that illustrate your ability to tailor your communication style to different audiences.

✨Demonstrate Leadership Skills

This role involves mentoring junior staff and leading a team. Be ready to share your experiences in managing teams, resolving conflicts, and empowering others. Highlight any initiatives you've taken to foster a collaborative environment or improve team performance.

✨Prepare for Client Interaction Scenarios

Since building rapport with clients is crucial, think about how you would handle various client scenarios. Prepare to discuss how you would manage client expectations, respond to their needs, and maintain strong professional relationships, especially under pressure.

Private Client Tax Senior Manager
Crowe UK
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  • Private Client Tax Senior Manager

    Cheltenham
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-05-25

  • C

    Crowe UK

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