Private Client Senior Manager- London

Overview

Job Details: Private Client Senior Manager- London

Vacancy Name: Vacancy Name Private Client Senior Manager- London

Vacancy No: VN1284

Employment Type: Permanent

Duration: N/A

Location: London, United Kingdom

Company Description: Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It\\\’s our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description: Xeinadin is increasing its Tax Advisory offering across the group and adding to its technical team operating at local and national level across the UK, complementing the work of existing tax teams in regional offices, ensuring excellence in tax planning and advice across our client base. We are seeking an experienced and driven Private Client Tax Senior Manager to join our established and growing Private Client Services team. You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm. The role will be based in City of London office. We do offer hybrid working of at least 2 days in the office a week.

Key Responsibilities

• Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
• Oversee the preparation and review of complex self-assessment tax returns.
• Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
• Liaise directly with clients, HMRC, and other professional advisers.
• Lead and mentor junior team members, providing training and performance feedback.
• Ensure work is completed to high technical and ethical standards, on time and within budget.
• Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
• Keep up-to-date with changes in legislation and industry trends affecting private clients.

Key Requirements

• CTA qualified (or ACA/ACCA with strong tax experience).
• You will have demonstrable technical expertise and genuinely enjoy providing wide ranging tax advice and working directly with clients to see the advice through implementation.
• You will be someone who has a genuine technical interest and practical expertise in one or more of our key areas of tax advice, who wants to continue to enhance their knowledge and develop real expertise in the area.
• Ownership and responsibility for client projects is essential for this role. You will be expected to be a self-starter, but we are comfortable with a flexible approach to work. We do however favour ambitious candidates, with a proven track record.

Additional Requirements

• Experience of working with entrepreneurs and owner managed businesses, and the unique outlook and challenges of this sector, would be useful.
• You will be comfortable being presented as a technical expert across the group. We encourage working with the head of the service line on development of the offering, via internal webinars and technical publications.
• A sense of commerciality and client management experience is a must for this role. Business development skills a plus, but not a strict requirement.
• As well as strong technical tax skills, you will need the analytical and report writing skills to put it all together in to clear advice for clients.
• You will need to manage, train, and provide assistance to, the members of the tax team to ensure that great teamwork is continued, and the business\\\’s objectives are met.

Model

Hybrid

Salary and Benefits

• Salary: Competitive
• Benefits: Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform
• Flexible Benefits platform with opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as PMI (single or family), Critical Illness Cover, Cash plan, Cycle to work, Eye care, Dental