Senior Private Client Tax Manager

1 month ago


Salisbury, Wiltshire, United Kingdom Michael Page Full time

This role is ideal for an experienced tax professional who excels at managing complex personal client relationships and delivering innovative tax solutions. As a Senior Private Client Tax Manager, you will be expected to provide expert advice, mentor junior team members, and contribute to the firm's business development.

Our client is a leading player in the UK accountancy field, boasting a position within the Top-10 firms and being one of the UK's largest wealth managers. With an outstanding reputation, they have consistently delivered high-quality services to a diverse range of clients, earning them a sterling reputation in the industry.

Role Details

The successful candidate will manage a portfolio of high-net-worth individuals, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts. They will also take ownership of advisory projects, attend and run client meetings, and manage client projects.

  • Lead a portfolio of personal clients with complex tax affairs, focusing on HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
  • Manage advisory projects, conduct client meetings, and oversee client projects.

Requirements

To succeed as a Senior Private Client Tax Manager, you should have:

  • Significant experience in tax planning and advisory projects.
  • Experience working within another professional services firm, with a sound knowledge of various private client tax issues.
  • People management and organisational skills.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

Benefits Package

  • Estimated salary: £80,000 - £120,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

Our client values diversity and promotes equality, ensuring that their workforce reflects the society and clients they serve. They offer multiple employee resource groups and deliver various diversity, equity, and inclusion initiatives across the organisation.



  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Are you a skilled tax professional seeking a challenging role with Evelyn Partners? We are looking for a Private Client Senior Tax Manager to join our team in Salisbury.The successful candidate will have significant experience in private client tax, managing complex compliance issues and providing expert advice on succession planning and inheritance tax...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited seeks an experienced Private Client Tax Manager to join our team in Salisbury. As a key member of our Private Tax team, you will be responsible for delivering high-quality tax compliance services to a wide-ranging portfolio of clients.Your responsibilities will include ensuring the administration of the portfolio is...


  • Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time

    We are seeking an experienced Private Client Tax Manager to join our team in southern Wiltshire. As a key member of our tax department, you will be responsible for leading and developing a growing team of tax professionals.The ideal candidate will have a strong background in tax advisory services, with a deep understanding of UK tax laws and regulations.You...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the Role">We are looking for a Private Client Tax Specialist to join our team in Salisbury. The successful candidate will have significant experience in managing complex tax affairs and a strong understanding of private client tax issues.">Responsibilities">Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural...


  • Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time

    About Our FirmOur firm is a leading player in the UK accountancy field, boasting a position within the top 10 firms and being one of the UK's largest wealth managers. With an outstanding reputation, we have consistently delivered high-quality services to a diverse range of clients, earning us a sterling reputation in the industry.Job OverviewWe are seeking...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleThis is an exciting opportunity for a Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.Key ResponsibilitiesLiaising with clients and third parties to obtain necessary...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    The role of Senior Tax Advisor is a key position within our Private Tax team in Salisbury. As a Senior Tax Advisor, you will be responsible for ensuring the administration of the portfolio, including all aspects of compliance, accounts, tax returns, and tax computations, as well as providing expert advice on personal tax affairs.The ideal candidate will have...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About the RoleWe're seeking a talented team member to join our Private Tax team in Salisbury. As an Assistant Manager, you'll work on client compliance, planning, and routine checks. This is a fantastic opportunity to build your career in a growing team.


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Job OpportunityWe are seeking a highly skilled team member to join our Private Tax team in Salisbury, responsible for delivering annual tax compliance work for a diverse portfolio of clients.As an Assistant Manager, you will be part of the delivery team working on client compliance and planning tasks, yearly routine checks, and practice development. This...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Achieve Success as a Tax Professional with Evelyn PartnersIn this dynamic role, you will have the opportunity to develop your skills and expertise in Private Client Tax services. You will work closely with our team to deliver exceptional service to clients and help them meet their tax compliance obligations.Your responsibilities will include:Preparing tax...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. We are committed to helping businesses and individuals achieve better outcomes through good advice and exceptional service.We are seeking a talented and enthusiastic individual to join our Private Client Tax team as a Graduate Tax Adviser. In this...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Unlock Your Potential in Private Client TaxWe are seeking talented individuals to join our Private Client Tax team at Evelyn Partners Fund Solutions Limited.About the Role:This is an exciting opportunity to embark on a career development programme, where you will gain hands-on experience and expertise in private client tax. You will be part of a dynamic team...


  • Salisbury, Wiltshire, United Kingdom Clark Wood - Tax Recruitment Full time

    **About the Role:**We are seeking a skilled Tax Senior to join our team in Salisbury.The successful candidate will have experience in personal tax and be able to work independently with minimal supervision.**Key Responsibilities:**Preparation and submission of self-assessment returns for individualsCorrespondence with HMRC on behalf of clientsMaintenance of...

  • Senior Tax Advisor

    3 weeks ago


    Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are currently seeking a highly skilled individual to join our Private Tax team in Salisbury, as a Senior Tax Advisor. As a key member of the team, you will be responsible for ensuring the administration of the portfolio, including all aspects of compliance, accounts, tax returns, and tax computations, as well as providing expert advice on personal tax...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job SummaryThis role involves delivering annual tax compliance work for a wide-ranging portfolio of high net worth individuals and families, ensuring administration of the portfolio is completed, including all aspects of compliance, accounts, tax returns, and tax computations. The ideal candidate will also be responsible for providing expert tax advice and...


  • Salisbury, Wiltshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Our FirmClark Wood is a leading provider of tax recruitment services, dedicated to finding the best talent for our clients.Salary InformationThe salary for this role is estimated to be in the range of $60,000 to $80,000 per annum, depending on experience.About the JobWe are currently seeking an experienced Personal Tax Senior to join our team. The ideal...

  • Graduate Accountant

    3 weeks ago


    Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job DescriptionWe are looking for a talented Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.Main ResponsibilitiesLiaising with clients and third parties to obtain necessary informationPreparing...


  • Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time

    Overview of the RoleWe are seeking an experienced Senior Tax Advisory Director to join our advisory team in a Private Client Tax environment. The successful candidate will be part of a friendly team with great spirit of working together.


  • Salisbury, Wiltshire, United Kingdom Clark Wood - Tax Recruitment Full time

    **Job Description:**As a Personal Tax Advisor at Clark Wood, you will play a key role in providing expert tax advice to our clients.You will be responsible for preparing and submitting tax returns, as well as corresponding with HMRC on behalf of our clients.**Requirements:**Degree in accounting or taxationChartered Institute of Taxation (CIOT) membership or...


  • Salisbury, Wiltshire, United Kingdom Michael Page (UK) Full time

    We are seeking a skilled Private Tax Assistant Manager to join our client's Salisbury-based tax team.As a key member of the team, you will be responsible for providing tax advisory and compliance services to clients.About the RoleThis is an excellent opportunity for an ambitious and experienced tax professional to take their career to the next level.You will...