Private Client Senior Manager/AD
Private Client Senior Manager/AD

Private Client Senior Manager/AD

Guildford Full-Time 54000 - 126000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage and grow a diverse portfolio of private tax clients while advising on various tax services.
  • Company: Join a rapidly expanding Top 50 accountancy practice focused on ultra-high-net-worth individuals.
  • Benefits: Enjoy hybrid working, up to 38 days annual leave, and a competitive salary up to £90,000.
  • Why this job: This role offers career growth, networking opportunities, and the chance to make a real impact.
  • Qualifications: You need to be ATT or CTA qualified with experience in private client tax advisory work.
  • Other info: Flexible working options and unique benefits like buying/selling holidays are available.

The predicted salary is between 54000 - 126000 £ per year.

Your new company My client is a rapidly expanding Top 50 accountancy practice, focussing on ultra-high-net-worth individuals, private and entrepreneurial businesses. Due to their growth, they are looking for a Senior Tax Manager or Associate Director to join their Private Client team in an advisory-based capacity.

Your new role:

  • Manage and grow a varied portfolio of private tax clients
  • Advise clients on a full range of services including CGT, international tax, property tax, tax returns, trusts & estates and IHT.
  • Review more complex tax returns and computations
  • Play a key role in networking and marketing activities to win private client tax compliance and consultancy work
  • Work closely with Shaw Gibbs Partners and the corporate tax team to ensure the firm is providing a full range of high quality tax services for our clients
  • Take an active involvement in monitoring the team's KPIs
  • Assist with the development and implementation of the local private client tax business strategy, consulting and drawing upon the expertise of the Board
  • Help to plan and manage the work being delivered by the Private Client Tax team
  • Be involved in line management and development of members of the Private Client Tax team
  • Develop the relationships with the Firm's International network

What you'll need to succeed:

  • You will be ATT or CTA qualified with demonstrable experience in private client tax advisory work.
  • You will have managed a portfolio of clients offering advice across a range of topics.
  • Excellent relationship management skills are a must.

What you'll get in return:

  • You will receive a salary dependent on experience of up to £90,000.
  • This represents an excellent opportunity to further your career and to take the next step on your career path to senior management and above.
  • Hybrid and flexible working options are available.
  • Other benefits include buying or selling holidays, work bank holidays and take TOIL, all of which can add up to 38 days annual leave!

More information on application.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call me now on 01256633150. 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 Senior Manager/AD employer: Hays Taxation

My client is an exceptional employer, offering a dynamic work environment within a rapidly expanding Top 50 accountancy practice that focuses on ultra-high-net-worth individuals and private businesses. With a strong emphasis on employee growth, the firm provides ample opportunities for career advancement, flexible working arrangements, and generous benefits such as up to 38 days of annual leave, making it an attractive choice for professionals seeking meaningful and rewarding employment.
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Contact Detail:

Hays Taxation Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients, as building relationships is crucial for this role.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in private client tax advisory. Being knowledgeable about current issues will help you stand out during interviews and discussions.

✨Tip Number 3

Showcase your experience in managing a diverse portfolio of clients. Be prepared to discuss specific examples of how you've successfully advised clients on complex tax matters.

✨Tip Number 4

Demonstrate your leadership skills by discussing any previous experience in managing teams or projects. Highlight how you can contribute to the development of the Private Client Tax team at StudySmarter.

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

ATT or CTA qualification
Private Client Tax Advisory Experience
Portfolio Management
Capital Gains Tax (CGT) Knowledge
International Tax Expertise
Property Tax Understanding
Trusts and Estates Knowledge
Inheritance Tax (IHT) Familiarity
Tax Return Review Skills
Networking and Marketing Skills
Relationship Management
Team Leadership and Development
KPI Monitoring
Strategic Planning
Excellent Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ATT or CTA qualifications and relevant experience in private client tax advisory work. Emphasise your ability to manage a portfolio of clients and your expertise in areas like CGT, international tax, and trusts.

Craft a Compelling Cover Letter: Write a cover letter that showcases your relationship management skills and your passion for working with ultra-high-net-worth individuals. Mention specific examples of how you've successfully advised clients in the past.

Highlight Networking Experience: Since networking is key for this role, include any relevant experiences where you've successfully built relationships or contributed to marketing activities. This will demonstrate your ability to win private client tax compliance and consultancy work.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the accountancy field.

How to prepare for a job interview at Hays Taxation

✨Showcase Your Expertise

Make sure to highlight your ATT or CTA qualifications and any relevant experience in private client tax advisory work. Be prepared to discuss specific cases where you've successfully managed a portfolio of clients.

✨Demonstrate Relationship Management Skills

Since excellent relationship management skills are crucial for this role, think of examples where you've built strong client relationships. Be ready to explain how you maintain these connections and ensure client satisfaction.

✨Prepare for Technical Questions

Expect questions related to CGT, international tax, property tax, and trusts & estates. Brush up on these topics and be ready to discuss your approach to complex tax returns and computations.

✨Discuss Your Strategic Vision

Be prepared to talk about how you would assist in developing and implementing the local private client tax business strategy. Share your ideas on networking and marketing activities that could help win new private client tax compliance and consultancy work.

Private Client Senior Manager/AD
Hays Taxation
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  • Private Client Senior Manager/AD

    Guildford
    Full-Time
    54000 - 126000 £ / year (est.)

    Application deadline: 2027-04-20

  • H

    Hays Taxation

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