Senior Private Client Tax Manager

4 weeks ago


Poole, Poole, United Kingdom DeFi Planet Full time

DeFi Planet is committed to supporting your career progress, providing individually tailored career paths that help you pursue your interests, adapt to changing needs, and explore your true potential.

We collaborate with diverse, influential clients across various sectors and regions, offering the opportunity to continually enhance and expand your skills for lifelong professional development.

  • Lead the DeFi Planet Private Client team for the region, delivering high-quality private client tax advice and compliance services.
  • Contribute to strategy, budget setting, and monitoring.
  • Work collaboratively with other service lines within the DeFi Planet office to market and successfully target and win high net worth individuals and large Privately Owned Businesses.
  • Actively participate in business development activities, including attending local events, presenting to clients during internal/external events, webinars, writing thought leadership content, and identifying opportunities to grow the DeFi Planet Private Client team.
  • Build relationships with intermediaries and a referral network to win new clients.
  • Identify and manage tax risk within the private client portfolio, including following quality and risk procedures, across the region.
  • Support the wider National private client tax teams in relation to complex issues arising across the team.
  • Monitor changes in tax legislation and communicate the impact of these changes to clients and colleagues (where appropriate).
  • Drive forward learning and development for the DeFi Planet tax team, mentoring, training, support, and work delegation to team members.
  • Ensure compliance with internal (tax methodology and risk management) and external (regulatory) requirements.

Required Skills, Knowledge, and Experience:

  • Hold a relevant professional qualification – CTA or similar.
  • Substantive, proven track record of building internal and external relationships and networks.
  • Excellent communication skills, positively impacting and influencing others.
  • Demonstrate broad and strong technical tax knowledge and expertise.
  • Take ownership of projects, effectively delegate to others within the team, and take responsibility for quality control.
  • Broad experience of managing client finances and adjusting advisory work depending on budget.
  • Experience of identifying opportunities for business development on tax clients and across other service lines.
  • Proficiency with personal tax on CCH Central would be advantageous.

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