Senior Manager (Private Client Tax)

Description

Our City office is looking for a Private Client Senior Manager to join their growing department. The role requires driving the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients, as well as overseeing a team of junior staff responsible for day‑to‑day delivery of private client services across a diverse portfolio of individual clients. The position is client facing, demanding professional interaction with high net‑worth clients and other professional advisors, and requires strong technical skills and the ability to convey complex tax information to non‑experts.

Key Responsibilities

• Provide support to partners and directors in running the team and winning new work.
• Manage a portfolio of clients with multiple sources of earned and investment income.
• Drive delivery of technical advisory work on the portfolio.
• Handle advisory and compliance assignments.
• Act as key point of contact for clients.
• Engage with partnerships and high net‑worth individuals.
• Handle wide range of capital gains tax issues.
• Oversee UK tax return filing process for a broad variety of clients.
• Monitor team progress against targets.
• Provide feedback and input into staff appraisals and directly appraise staff.
• Encourage personal development of all team members.
• Produce high‑quality written work.
• Suggest and implement process improvements to enhance efficiency.

Skills, Knowledge & Expertise

Technical expertise:

• CTA Qualified or other professional qualification with demonstrable relevant experience.
• Advanced understanding of core private client tax issues, including personal tax anti‑avoidance legislation.
• Confident interaction with HMRC on behalf of clients regarding complex issues.
• Deliver advice confidently in transactional, litigious, or confrontational circumstances.
• Reporting on tax and other implications of incorporation of self‑employment and businesses.
• Experience in Self‑Assessment and preparation of tax computations.
• Demonstrable experience of report writing and ad‑hoc advisory work.
• Previous supervisory and management experience including reviewing the work of others.
• Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
• Experience with settlement and penalty negotiation on all aspects of direct taxation.
• UK Trusts and Estates and experience of UK trust account preparation and review is desirable.

Client experience:

• Private clients and proprietors of owner‑managed businesses (self‑employed, partnerships and small companies).
• Non‑UK domiciled and non‑resident clients, ideally including non‑UK resident trusts.
• UK and non‑UK based high net‑worth individuals.
• Property‑owning clients using corporate vehicles and trusts.

Enterprise:

• Understands clients’ attitudes to risk and ensures advice is communicated clearly, correctly and consistently.
• Recognises that tax advice is more than just technical analysis.

Business Building:

• Leads discussions with prospective and existing clients, pitches, proposals and presentations on tax issues.
• Can evidence regular referral of non‑tax work to other parts of the business.
• Maintains own target list and demonstrates targeting actions, plans and results.
• Proactively approaches clients and contacts with ideas and possible opportunities.
• Shows commercial judgement in improving the firm’s efficiency and profitability.

Delivery:

• Takes responsibility for WIP management and billing.
• Met all internal and client deadlines.
• Defines roles, sets expectations and responsibilities, empowers and motivates team members to deliver.

Interpersonal Skills:

• Motivates and enthuses the team to follow the Firm’s policies and procedures.
• Has trust and respect of junior staff and offers support when needed.
• Excellent communication skills, both written, verbal and presentation.
• Ability to see the bigger picture and act in the interests of the Firm and the team.