At a Glance
- Tasks: Manage client portfolios and deliver top-notch tax advisory services.
- Company: Dynamic firm prioritising equality, diversity, and inclusion.
- Benefits: Hybrid working, 25 days leave, pension scheme, and profit-sharing plan.
- Other info: Mentor junior team members and lead exciting client engagements.
- Why this job: Join a team that values your input and offers real growth opportunities.
- Qualifications: Professional tax qualifications and experience with high-net-worth clients.
The predicted salary is between 60000 - 80000 £ per year.
Role Overview
We are looking for a bright and enthusiastic Senior Manager to work within our Tax Advisory Team.
The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts.
You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.
Responsibilities
- Manage a portfolio of clients and deliver excellent tax advice.
- Lead client engagements and liaise with specialist teams (corporate tax, accounts, audit, payroll) to ensure timely delivery.
- Ensure deliverables are prepared within the set time frame.
- Provide advisory services on tax‑efficient wealth structuring, trusts, estate planning and succession planning.
- Mentor junior team members, providing technical guidance and performance feedback.
- Manage client relationships, budgeting, invoicing and ad‑hoc queries.
- Pursue opportunities to grow the private‑client practice through referrals, networking and contributing to pitches.
Qualifications
- Professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.
- Proven track record of leading engagements with high-net-worth and ultra-high-net-worth families.
- Strong tax technical expertise, including advising international/non-dom clients.
- Leadership abilities and a team‑oriented, flexible personality.
- Excellent interpersonal, organisational and client‑management skills.
- Ability to manage deadlines, run multiple projects concurrently and use own initiative.
- Commercially minded with a clear perception of client requirements.
Benefits
- 35‑hour working week with a hybrid working policy; up to three days per week from home (core hours 10‑4).
- Contributory pension scheme.
- 25 days annual leave.
- Life assurance cover.
- Flexible benefits and family‑friendly policies.
- Eligibility for the firm’s profit‑sharing plan (paid in December).
- Discretionary bonus scheme.
- Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority for us. Our ED&I strategy, Everyone Belongs, builds an equitable culture of inclusion.
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We think you need these skills to ace Manager (Advisory)
Tax Advisory
Client Management
Wealth Structuring
Estate Planning
Succession Planning
Leadership
Interpersonal Skills
