Private Client Tax Senior Manager (trusts And Family Office)

Job Description

• ROLE: Private Client Tax Senior Manager


• SALARY: £82,000 - £95,000 pa plus benefits


• LOCATION : Hybrid role - 3 days a week in the Central London office, 2 days working from home

An exciting opportunity has arisen for an experienced Private Client Tax Senior Manager to join a well-established and growing professional services firm.

This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.

THE ROLE

• Managing a portfolio of private client, trust and family office clients


• Providing tax advisory services to trustees, executors and high-net-worth individuals


• Overseeing day-to-day portfolio management including billing, delegation and work in progress monitoring


• Building and maintaining strong client relationships


• Identifying opportunities for additional services and supporting business development initiatives


• Reviewing work prepared by junior team members and assisting with their development


• Supporting the delivery of high-quality client service across advisory and compliance matters

CANDIDATE PROFILE

• ACA and/or CTA qualified


• Strong experience within private client tax gained in professional practice


• Proven advisory experience is essential


• Excellent client relationship and portfolio management skills


• Experience in mentoring or supervising junior staff


• Estate administration experience would be advantageous

SALARY AND BENEFITS

£82,000 - £95,000 pa

• 25 days annual leave increasing with service


• Flexible hours of work


• Excellent pension scheme


• Private medical insurance


• Life assurance (x4 pensionable salary)


• Extensive learning and development opportunities


• Employee benefits portal including vouchers and cashback on everyday purchases


• Regular social events!


• Payment of one professional subscription per annum


• Enhanced parental and family leave