Private Client Tax Senior Manager
Core
Manage a portfolio of personal clients with complex tax affairs, focusing on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
Role type
Senior Individual Contributor Private Client Tax Manager
Builds
Tax planning initiatives (succession planning, trusts, corporate structures) and compliance solutions for High Net Worth Individuals.
Domain
Private Client Tax / Landed Estates / Agriculture
Deliverable
client delivery
Required skills
complex tax affairs management, tax planning/advisory, compliance management, client communication, people management, technical tax knowledge
Preferred skills
experience in another professional services firm, ACA/CTA qualification
Technologies
N/A
Responsibilities
Manage a portfolio of personal clients with complex tax affairs, assist Partners and Directors with tax planning initiatives, oversee compliance and fundamental advisory tasks completed by junior staff, liaise with other service lines to deliver work to clients, develop the more junior team including providing timely feedback.
Seniority
Senior, hands-on IC with people management