Senior Tax Manager

2 hours ago


Leatherhead, Surrey, United Kingdom ProTalent Limited Full time
Senior Tax Manager - Private Client

ProTalent Limited is working with a Top 20 Accountancy firm to hire a Senior Tax Manager for the Private Client Side. We are seeking a Senior Manager to join the Private Client Tax Advisory department in one of the Surrey Offices.

The Senior Manager will report to the Tax Partner, Private Client and Trusts Director and Senior Partners in Surrey. The role will involve providing advisory & compliance services to clients and forming an integral part of the Advisory Tax leadership team with scope for career progression.

The primary role will be to deliver tax planning and advisory services in relation to private clients, including Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning. The team will deliver a full consultative, compliance and planning service to individuals and their families, including optimising all private client tax reliefs during lifetime and on death.

Key Responsibilities:
  1. Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
  2. Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
  3. Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
  4. Any other ad hoc duties that may be required.
  5. Able to demonstrate relevant practical experience in Private Client tax planning.
  6. Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand.
  7. Strong relationship building, networking and business development skills.

We are looking for a candidate with strong technical skills and excellent communication skills. The ideal candidate will have relevant experience in Private Client tax planning and be able to demonstrate a strong understanding of tax laws and regulations.


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