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For Companies At a Glance
- Tasks: Lead a portfolio of high-net-worth clients and deliver complex tax advisory work.
- Company: High-growth, independent tax and advisory firm in Basingstoke.
- Benefits: Clear pathway to Director, collaborative culture, and strong technical support.
- Other info: Opportunity for mentorship and professional growth in a dynamic environment.
- Why this job: Gain autonomy and influence while working with diverse clients and shaping tax strategy.
- Qualifications: CTA qualified or equivalent experience in personal tax advisory.
The predicted salary is between 60000 - 80000 £ per year.
We’re supporting a high-growth, independent tax and advisory firm in Basingstoke as they recruit a Personal Tax Senior Manager with a clear, structured pathway to Director within 1–3 years.
The Role
- Lead a high-value portfolio of HNWIs, entrepreneurs, property investors, and trusts.
- Deliver complex advisory work across residence & domicile, IHT, CGT, property tax, succession planning, and restructuring.
- Review complex compliance work and ensure high technical standards.
- Mentor and develop junior team members as part of a growing private client function.
- Play a key role in business development, client relationship management, and shaping the firm’s tax strategy.
About You
- CTA qualified (or equivalent senior-level experience).
- Strong background in personal tax advisory and complex private client work.
- Confident leading client relationships and delivering high-quality planning.
- Proven leadership skills with experience developing staff.
- Commercially minded with an interest in contributing to firmwide growth.
Why Apply?
- Genuine, transparent progression to Director.
- A collaborative, people-focused culture with strong technical capability.
- High autonomy and influence within a growing team.
- Diverse, interesting client base with strong advisory demand.
Personal Tax Senior Manager - Route to Director in Basingstoke employer: Fortis Recruitment Solutions
Contact Detail:
Fortis Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager - Route to Director in Basingstoke
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience with HNWIs and complex tax issues. Share specific examples of how you've tackled challenges in personal tax advisory.
✨Tip Number 3
Prepare for those tricky interview questions! Brush up on your knowledge of IHT, CGT, and property tax. Be ready to discuss how you would approach client relationships and business development, as these are key areas for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our team and growing with us towards that Director role.
We think you need these skills to ace Personal Tax Senior Manager - Route to Director in Basingstoke
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Personal Tax Senior Manager role. Highlight your expertise in personal tax advisory and any leadership experience you have, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax and how your background aligns with our firm's goals. Don't forget to mention your interest in business development and mentoring junior team members.
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to lead client relationships and deliver high-quality planning. Numbers and results speak volumes, so include any metrics that highlight your success!
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures we get all the information we need to consider your application thoroughly. Plus, it shows us you're keen to join our team!
How to prepare for a job interview at Fortis Recruitment Solutions
✨Know Your Stuff
Make sure you brush up on your personal tax knowledge, especially around residence & domicile, IHT, and CGT. Being able to discuss complex advisory work confidently will show that you're the right fit for leading high-value portfolios.
✨Showcase Your Leadership Skills
Prepare examples of how you've mentored junior team members or led client relationships in the past. This role requires strong leadership, so demonstrating your experience in developing staff will set you apart.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. They pride themselves on a collaborative, people-focused environment, so be ready to discuss how you can contribute to that culture while driving business development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's growth strategy and how you can play a role in shaping their tax strategy. This shows your commercial mindset and genuine interest in contributing to the firm's success.