Private Client Tax Senior Manager
7 days ago
Pleased to be working with a
Top 50 Accountancy Firm
who are looking for an experienced
Private Client Tax Senior Manager
to join their growing team in
Watford
.
You'll manage your own portfolio of
High-Net-Worth
clients, work closely with partners on
tax planning
and
advisory projects
, and play a key role in supporting and developing junior team members.
Their clients include
high-net-worth
individuals,
sole traders
,
partnerships
, and
trust beneficiaries
. Whilst most are UK-based, you'll also gain exposure to
non-resident
and
non-domiciled
clients, offering a rich variety of complex and interesting work - from residency planning to international structuring.
What you'll be doing:
- Managing all aspects of annual tax compliance for your client portfolio, including income tax, capital gains tax, and National Insurance matters.
- Reviewing Self Assessment tax returns prepared by other team members and ensuring accurate, timely electronic filing.
- Acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face-to-face meetings.
- Assisting partners in the delivery of bespoke advisory projects, including inheritance tax planning, residence and domicile issues, trust matters, and business structuring.
- Preparing and attending client meetings, setting budgets, managing workloads, and ensuring work is completed efficiently and within deadlines.
- Liaising with HMRC regarding enquiries and disclosures, including correspondence under the digital disclosure facility.
- Coordinating information from clients and third-party professionals to ensure smooth and accurate tax return preparation.
- Managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns.
- Contributing to internal management meetings and supporting team development and training.
- Participating in networking and business development activities to help grow the firm's client base.
What we're looking for:
- ATT or CTA qualification (or working towards).
- Strong technical knowledge of UK personal tax compliance and planning.
- Experience managing a client portfolio, ideally of HNWIs or complex private clients.
- Excellent communication and relationship building skills.
- Ability to manage deadlines, delegate effectively, and take initiative.
- A proactive, professional approach with a focus on quality and client care.
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