Private Client Senior Manager
Private Client Senior Manager
Posted on :
08-02-2025
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1 Vacancy
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Job Description
TPF Recruitment is partnering with a Top 15 accountancy firm in London to recruit an experienced Private Client Senior Manager. This is an exciting opportunity to join a growing Private Client Tax team where you will play a pivotal role in delivering highquality tax advisory services and overseeing a portfolio of highnetworth individuals and business owners.
The role will involve leading discussions with clients managing a team of junior staff and driving the delivery of tax advisory work. Strong technical expertise and the ability to communicate complex tax concepts in an accessible way are essential.
Key Responsibilities
Client Management & Advisory
- Managing a portfolio of clients including highnetworth individuals partnerships and business owners.
- Leading the delivery of personal tax advisory services including writing reports and providing strategic advice.
- Acting as the main point of contact for clients and professional advisors.
- Handling complex tax planning and compliance matters including capital gains tax inheritance tax and nonUK domiciled clients.
- Advising on business incorporations trusts estate planning and property ownership structures.
- Engaging with HMRC on behalf of clients handling enquiries and negotiations.
- Managing a portfolio of clients including highnetworth individuals partnerships and business owners.
Leadership & Team Management
- Overseeing and mentoring junior team members providing technical training and soft skills development.
- Monitoring team performance against targets and ensuring timely project completion.
- Conducting staff appraisals providing constructive feedback and supporting career progression.
- Identifying opportunities to improve internal processes and efficiencies.
- Overseeing and mentoring junior team members providing technical training and soft skills development.
Business Development & Growth
- Supporting partners and directors in winning new business and expanding the client portfolio.
- Leading discussions with prospective and existing clients pitching advisory services and presenting tax solutions.
- Developing strong internal and external networks to identify new opportunities.
- Contributing to firmwide initiatives and crossdepartment collaboration.
- Supporting partners and directors in winning new business and expanding the client portfolio.
Practice Management
- Taking responsibility for WIP management and billing.
- Ensuring compliance with internal policies and regulatory requirements.
- Providing strategic input on improving team efficiency and profitability.
- Taking responsibility for WIP management and billing.
Requirements
Skills Knowledge & Expertise
- CTAqualified (or equivalent professional qualification) with extensive experience in private client tax.
- Strong technical knowledge of UK tax legislation including personal tax antiavoidance measures.
- Experience advising highnetworth individuals business owners and nonUK domiciled clients.
- Expertise in selfassessment tax returns inheritance tax planning capital gains tax and trust taxation.
- Strong client relationship skills with the ability to explain complex tax issues in a clear and accessible way.
- Proven experience in report writing tax planning and transactional advisory work.
- Previous supervisory and management experience including training and mentoring junior staff.
- Commercially aware with the ability to identify business development opportunities.
- Excellent communication leadership and interpersonal skills.
Benefits
Benefits
- 25 days annual leave plus three additional days at Christmas
- Option to buy/sell additional leave
- Hybrid working policy
- Life cover & critical illness cover
- Income protection & pension scheme
- Wellbeing support including generous absence pay access to Digicare and an Employee Assistance Programme
- Weddings & birth vouchers
- Loyalty awards
- Employee & client referral awards
- Professional subscriptions covered
- Salary reviews twice a year
- Community volunteer scheme
- Fundraising matching
- Perkbox membership
- Eye tests & cycletowork scheme
A wide range of flexible benefits including interestfree loans for:
- Health assessments & dental plans
- Gym memberships
- Cancer screening & genetic wellness tests
- Phones laptops tablets and computers
- Wearables & office furniture
- Cycle insurance & pet insurance
- Will writing services
If you are looking for an opportunity to join a forwardthinking growing firm that values its people and offers career development opportunities apply now to join this top 20 firm in London.
Please contact Luke Harrison onLuke@TPFrecruitment.com or via LinkedIn for a confidential conversation.
Refer a friend...
We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.
For every candidate you refer and we subsequently place into a permanent position we will give you up too 500 of Love2Shop vouchers. (Terms & Conditions apply).
CTA-qualified (or equivalent professional qualification) with extensive experience in private client tax. Strong technical knowledge of UK tax legislation, including personal tax anti-avoidance measures. Experience advising high-net-worth individuals, business owners, and non-UK domiciled clients. Expertise in self-assessment tax returns, inheritance tax planning, capital gains tax, and trust taxation. Strong client relationship skills, with the ability to explain complex tax issues in a clear and accessible way. Proven experience in report writing, tax planning, and transactional advisory work. Previous supervisory and management experience, including training and mentoring junior staff. Commercially aware, with the ability to identify business development opportunities. Excellent communication, leadership, and interpersonal skills.
Education
CTA-qualified (or equivalent professional qualification) with extensive experience in private client tax.
Employment Type
Full Time
Key Skills
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