Private Client Senior Manager- London

Social network you want to login/join with: col-narrow-left Client: Location: London, United Kingdom Job Category: Other – EU work permit required: Yes col-narrow-right Job Reference: 7801f0c83955 Job Views: 3 Posted: 29.06.2025 Expiry Date: 13.08.2025 col-wide Job Description: 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). Demonstrable technical expertise and enjoyment in providing wide-ranging tax advice and working directly with clients to see the advice through implementation. Technical interest and practical expertise in key areas of tax advice, with a desire to develop further. Ownership and responsibility for client projects; self-starter with a flexible approach, aiming for ambitious candidates with a proven track record. Additional Requirements Experience working with entrepreneurs and owner-managed businesses is useful. Comfortable being presented as a technical expert and contributing to internal webinars and publications. Client management experience and a sense of commerciality are essential; business development skills are a plus. Strong technical tax skills, analytical and report-writing abilities to deliver clear advice. Ability to manage, train, and assist team members to ensure teamwork and objectives are met. Model Hybrid Salary Competitive Benefits Company Pension Scheme 25 days of annual leave + bank holidays Additional leave based on seniority, up to 30 days Option to buy up to 5 additional days of leave 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 options for various insurances, self-funded at corporate rates, including: PMI single or family Critical Illness Cover Cash plan Cycle to work Eye care Dental *Subject to exceptions and business needs. Job ID VN1284 #J-18808-Ljbffr