Private Client Tax Senior Manager/Director
Core
Lead a mixed team of tax professionals to manage client portfolios, provide high-level technical tax planning advice, and ensure compliance for personal and business tax clients.
Role type
Senior IC Private Client Tax Manager/Director
Builds
High-quality tax compliance services and strategic tax planning for private clients
Domain
Professional Services / Tax Advisory
Deliverable
client delivery
Required skills
Client portfolio management, high-level tax planning advice, team leadership and mentoring, strategic target delivery, technical knowledge of business/personal/capital taxes, regulatory compliance
Preferred skills
Qualified CA (or equivalent), experience in compliance and advisory work
Technologies
N/A
Responsibilities
Manage client portfolios and build relationships with clients and their professional networks; Provide high-level technical and tax planning advice to clients; Oversee day-to-day team operations and support leadership in setting strategic targets; Mentor, train, and delegate work to team members; Liaise with client service teams and other disciplines for coordinated service; Manage a diverse portfolio of personal tax clients ensuring high-quality compliance; Develop the department by identifying business opportunities and securing new work; Ensure compliance with internal and external regulatory requirements.
Seniority
Senior, hands-on IC with leadership responsibilities