At a Glance
- Tasks: Lead high-quality private client tax services and manage complex portfolios.
- Company: Established professional services firm with a supportive culture in Norwich.
- Benefits: Competitive salary, hybrid working, and a clear path to partnership.
- Why this job: Shape the future of private client services while advancing your career.
- Qualifications: CTA/ACA/ACCA qualified with substantial experience in private client tax.
- Other info: Opportunity for relocation to Norfolk without compromising work quality.
The predicted salary is between 72000 - 108000 ÂŁ per year.
A forward‑thinking and well‑established professional services firm in Norwich is seeking an experienced Private Client Tax Senior Manager or Director to take a leading role within its Tax department. This is a pivotal appointment with a clear and genuine route to Partnership, offering the opportunity to shape the future direction of the private client service while working closely with Partners and a diverse client base across Norfolk and Suffolk. Our client is very open to relocators looking to progress their career without sacrificing quality of life.
The Role
- Lead the delivery of high‑quality private client tax services, managing a complex portfolio of HNW and UHNW individuals and providing advanced advisory and planning support.
- Deliver complex tax advice across CGT, IHT, trusts, residency issues, and estate/succession planning.
- Act as a key adviser for medical professionals, including NHS pension matters.
- Review and sign off high‑risk and complex tax returns.
- Maintain up‑to‑date technical knowledge and manage engagement risk.
- Manage portfolio performance, including fees, WIP, and billing.
Leadership & Development
- Lead, mentor, and develop members of the private client tax team.
- Oversee workflow planning and ensure deadlines and quality standards are met.
- Act as an ambassador for the firm internally and externally.
- Contribute to firm‑wide initiatives and business growth.
Business Development
- Identify and develop opportunities to grow the private client offering.
- Attend networking events and seminars to build referral networks.
- Prepare proposals and support strategic growth initiatives.
- Identify cross‑selling opportunities through a deep understanding of client affairs.
About You
- CTA and/or ACA / ACCA qualified (STEP highly desirable).
- Substantial post‑qualification experience in private client tax.
- Strong technical capability and experience with complex advisory work.
- Proven people leadership and review experience.
- Commercially aware with the ability to adapt to changing priorities.
What’s on Offer
- Competitive salary and benefits package.
- Hybrid working options.
- Genuine opportunity for accelerated progression to Partner.
- A senior leadership role within a supportive and ambitious firm.
If you are interested in a confidential discussion about this opportunity or would like to receive further information, please contact Cara Whyte at Hays.
Locations
Private Client Tax Senior Manager / Partner Designate in Norfolk, Norwich employer: Hays Accounts and Finance
Contact Detail:
Hays Accounts and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager / Partner Designate in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Attend industry events and seminars to meet potential employers and other professionals. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past work and case studies that highlight your skills in private client tax. This will give you an edge during interviews.
✨Tip Number 3
Be proactive! Reach out to firms directly, even if they’re not advertising roles. Express your interest and share how you can add value to their team.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Senior Manager / Partner Designate in Norfolk, Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your expertise in complex tax advice and leadership experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical capabilities, so don’t shy away from mentioning your experience with CGT, IHT, and trusts. Give us examples of how you've tackled complex advisory work in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Hays Accounts and Finance
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and complex advisory work. Being able to discuss CGT, IHT, and trusts confidently will show that you're not just qualified but also genuinely engaged with the subject matter.
✨Showcase Your Leadership Skills
Since this role involves leading a team, be prepared to share examples of how you've mentored or developed others in your previous positions. Highlighting your people leadership experience will demonstrate that you can manage and inspire a team effectively.
✨Understand the Business Development Aspect
This position requires a knack for identifying growth opportunities. Think of specific instances where you've successfully contributed to business development or built referral networks. This will show that you’re not just about delivering services but also about growing the firm.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client management or complex tax issues. Practising your responses to these scenarios will help you articulate your thought process and problem-solving skills during the interview.