Private Client Tax Senior Manager
Hybrid
Core
Manage a private client portfolio delivering personal tax services across compliance and advisory work.
Role type
Senior Manager, Private Client Tax
Builds
Tax advisory and compliance services for private individuals
Domain
Accounting / Tax
Deliverable
client delivery
Required skills
Personal/private client tax expertise, complex tax legislation research, portfolio management, team coaching and appraisals, workflow planning, deadline management
Preferred skills
Multi-sector client exposure, mixed tax experience
Technologies
Tax research tools, HMRC systems
Responsibilities
Manage private client portfolio and assist in running the tax section, deliver revenue and profitability targets, liaise with clients to resolve tax queries, oversee client portfolios to meet HMRC deadlines, coach and appraise team members, monitor utilization and WIP