At a Glance
- Tasks: Lead the Private Client Tax team, providing expert guidance and exceptional client service.
- Company: Join a respected firm where your contributions truly matter.
- Benefits: Enjoy competitive pay, flexible benefits, and a clear career pathway.
- Other info: Collaborative culture focused on growth and ongoing learning opportunities.
- Why this job: Shape the future of tax services while making a positive impact.
- Qualifications: Experience in tax management with strong relationship-building skills.
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.
Senior Manager, Private Client Tax. Job in Oldbury LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a nationally respected firm in Oldbury where your career can truly flourish. With a collaborative and inclusive culture, you'll enjoy competitive pay, flexible benefits, and a clear career pathway, all while making a meaningful impact on clients and communities. The firm prioritises employee growth through ongoing learning opportunities and mentorship, ensuring that every team member feels supported and valued.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, Private Client Tax. 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 forums, 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, especially in private client tax!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in keeping you top of mind for the hiring team.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate to put yourself out there!
We think you need these skills to ace Senior Manager, Private Client Tax. Job in Oldbury LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Senior Manager role. Highlight your expertise in private client tax and any experience with high-net-worth clients. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've driven business growth or mentored junior colleagues. Let us know what makes you tick!
Showcase Your Technical Skills:Since this role involves providing expert technical guidance, be sure to mention your qualifications like CTA, STEP, or ADIT. We’re looking for someone who can translate complex tax matters into clear guidance, so don’t hold back on your knowledge!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
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, come prepared to discuss your experience in supporting and training junior team members. Share specific instances where you've helped others grow, as this will illustrate your leadership qualities.
✨Be Ready for Real-World Scenarios
Expect to tackle practical questions or case studies during the interview. Practice articulating your thought process on tax planning or compliance delivery, as this will demonstrate your problem-solving skills and ability to think on your feet.
