Private Client Tax Senior Manager
London | up to £90,0000 + excellent benefits | Permanent
A respected professional services firm is seeking an experienced and commercially minded Private Client Tax Senior Manager to join its established private client practice.
This is an opportunity to take ownership of a varied client portfolio, advising individuals, trustees, executors and family offices on their tax affairs. The role combines technical advisory work and client relationship management with portfolio oversight, business development and the development of junior colleagues.
The successful candidate will play an important role in maintaining strong client relationships, identifying opportunities to expand existing engagements and contributing to the continued development of the practice.
THE ROLE
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Provide high-quality tax advice to private clients, trustees, executors and family offices.
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Act as the principal point of contact for an established client portfolio, building trusted and long-term relationships.
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Oversee day-to-day portfolio management, including billing, work in progress, workflow planning and delivery.
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Delegate and review work to maintain technical quality, meet deadlines and deliver an excellent standard of client service.
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Identify opportunities to develop additional work from existing clients and contribute to wider business development initiatives.
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Work closely with colleagues on client matters, bringing a proactive and commercially aware approach to service delivery.
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Coach, mentor and support junior team members, contributing to their development and progression.
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Continue to build your professional profile, with scope to develop your client management and leadership capabilities.
YOUR BACKGROUND
You will be an experienced private client tax professional with strong technical knowledge, sound commercial judgement and the confidence to manage client relationships and engagements independently.
You are likely to demonstrate:
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Substantial experience advising private clients, trustees, executors and family offices on tax matters.
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Strong technical knowledge across private client tax, trusts and estates.
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Experience managing a client portfolio, including billing, delegation, workflow oversight and work in progress.
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A relevant professional qualification, such as CTA or ACA, or equivalent experience.
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Commercial awareness and the ability to identify opportunities to develop existing client relationships.
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Strong communication and relationship management skills, with a commitment to high-quality client service.
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Experience reviewing work and coaching or supporting junior colleagues.
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A proactive and collaborative approach, with the ability to balance technical delivery, client management and business development.
Exposure to estate administration would be advantageous.
A CONVERSATION WORTH HAVING
For a confidential initial discussion about the opportunity, your technical interests and your longer-term career ambitions, contact Maitland Kabir on 0208 064 3129, or email charlie@maitlandkabir.com or hu@maitlandkabir.com.
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Private Client - Senior Tax Manager in City of London employer: Maitland Kabir
Maitland Kabir offers an exceptional work environment for Private Client Tax Advisors, providing the flexibility of a fully remote role that allows for a healthy work-life balance. With a strong emphasis on professional development, employees are encouraged to grow their expertise while managing diverse client portfolios, ensuring meaningful and rewarding work. The company's supportive culture fosters collaboration and innovation, making it an attractive choice for those seeking to make a significant impact in the field of tax advisory.
