At a Glance
- Tasks: Lead the Private Client Tax team, providing expert guidance and exceptional client service.
- Company: Join a respected firm that values support, inclusion, and enjoyment at work.
- Benefits: Competitive pay, flexible benefits, career pathways, and ongoing learning opportunities.
- Other info: Collaborative culture focused on growth and development.
- Why this job: Shape the future of tax services while making a positive impact on clients and communities.
- Qualifications: Experience in tax management, especially with high-net-worth clients; CTA required.
The predicted salary is between 60000 - 75000 £ per year.
Join a nationally respected firm in audit, tax, advisory and consulting, where people feel supported, included and genuinely enjoy their work. As the Tax team grows, they’re looking for a Senior Manager to help shape the future. It’s a place where careers flourish, contributions matter, and making a positive difference—for clients, communities and colleagues—is part of everyday life.
Role Overview
This is a key role within the Private Client team, where you’ll provide expert technical guidance and exceptional client service. You’ll manage a key portfolio and play a vital part in driving business growth. The role includes leading within the management group and supporting colleagues across the team. You’ll engage confidently with high-net-worth clients and their advisors, translating complex tax matters into clear guidance. Mentorship will be a core element, offering support and training to junior team members.
Responsibilities
- Review tax returns and computations within agreed deadlines, ensuring efficient and well-controlled compliance delivery.
- Support senior colleagues with tax planning and contribute to ad hoc projects as needed.
- Build and maintain strong client relationships, managing expectations with care and clarity.
- Produce tailored, high-quality written reports for a variety of audiences—from clients with limited financial knowledge to experienced offshore trustees.
- Prepare court-appropriate documentation for expert witness work in financial remedy proceedings, where required.
- Manage work in progress, meet recoverability targets, and keep fee quotes realistic and transparent.
- Maintain regular contact with clients, respond promptly, and anticipate their needs.
- Manage professional risk through thorough documentation, collaboration with senior colleagues, and adherence to proper review procedures.
- Take on additional responsibilities as required to meet evolving business needs.
Qualifications and Experience
- Tax manager experience aiming for senior level, or a senior manager seeking a new challenge.
- Proactive, professional, able to meet client needs with minimal supervision.
- Experience managing high-net-worth clients is key.
- CTA is essential; STEP or ADIT is a plus.
- Strong relationship-building skills and commercial awareness.
- Organised, well-informed on tax, and supportive of team growth.
- Broad tax experience with minimal partner oversight, meeting deadlines, handling billing, and managing expectations.
- Deep knowledge of private client tax, especially cross-border issues; comfortable with HMRC.
What You’ll Get in Return
Part of a collaborative, inclusive and welcoming culture committed to supporting your growth and development. You’ll benefit from competitive pay, flexible benefits, a clearly mapped-out career pathway, valuable resources, and ongoing learning opportunities, and a working environment that adapts to your needs.
Private Client Tax Senior Manager. Job in Oldbury LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a nationally respected firm in Oldbury where your contributions truly matter and careers flourish. With a collaborative and inclusive culture, you'll enjoy competitive pay, flexible benefits, and a clearly defined career pathway, all while making a positive impact on clients and communities. This is an excellent opportunity for professional growth, mentorship, and the chance to work with high-net-worth clients in a supportive environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager. Job in Oldbury LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your experience aligns with their needs, and don’t forget to ask insightful questions to demonstrate your interest!
✨Follow Up
After your interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows your professionalism but also keeps you fresh in their minds. We believe a little courtesy can go a long way in making a positive impression!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates like you to join our team!
We think you need these skills to ace Private Client Tax Senior Manager. Job in Oldbury LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Tax Senior Manager role. Highlight your experience with high-net-worth clients and any relevant qualifications like CTA. We want to see how your skills align with what we're looking for!
Showcase Your Expertise:In your written application, don’t shy away from demonstrating your technical knowledge in tax matters. Use clear examples of how you've translated complex issues into understandable guidance for clients. This will show us you can engage confidently with our clientele.
Keep It Professional Yet Personal:While we appreciate professionalism, we also love a bit of personality! Let your unique voice shine through in your writing. Share your passion for tax and how you enjoy mentoring others—this is key for the role!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax Stuff
Make sure you brush up on your private client tax knowledge, especially around cross-border issues. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax matters, as this will show your expertise and confidence.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong relationships with high-net-worth clients. Think about times when you managed expectations or provided exceptional service, as these stories will highlight your ability to engage confidently with clients.
✨Demonstrate Leadership and Mentorship
Since mentorship is a core part of the role, be ready to talk about your experience in supporting and training junior team members. Share specific instances where you've led a team or contributed to their growth, as this will resonate well with the interviewers.
✨Be Ready for Technical Questions
Expect some technical questions related to tax returns and compliance delivery. Practise explaining complex tax concepts in simple terms, as you'll need to demonstrate your ability to translate intricate matters into clear guidance for clients and colleagues alike.
