Private Client Tax Specialist

Senior Tax Manager - Private Client and Partnerships Tax Team
Location: London
Job Type: Full-time

Company Overview
Our client is a leading UK wealth management and professional services group with a long history of helping individuals, businesses, and trusts thrive. They offer a wide range of financial and professional services, committed to providing award-winning, personalised advice to their clients at every stage of their financial journey.

The Role
We are seeking a Senior Tax Manager to join our client’s private client tax team. The successful candidate will play a critical role in delivering top-tier tax advisory and compliance services to professional practices and their partners.

Key Responsibilities

• Client Management:
  • Provide excellent client service, maintaining strong relationships.
  • Review complex tax returns, computations, and payment schedules.
  • Manage HMRC enquiries with support from the tax disputes team.
  • Oversee compliance for large clients, ensuring timely completion of all requirements.
• Advisory Services:
  • Collaborate with clients on tax advisory matters and lead tax planning projects.
  • Assist in client meetings, offering strategic insights and recommendations.
  • Monitor tax deadlines, ensuring compliance and managing HMRC correspondence.
• Team Leadership & Development:
  • Delegate tasks, review work from junior team members, and provide mentorship.
  • Conduct training sessions to develop team expertise.
  • Act as a coach, offering feedback and appraisals for continuous team growth.
• Business Development:
  • Support the growth of the business through client engagements and fee proposals.
  • Engage in networking and relationship-building activities to develop new opportunities.
  • Participate in internal programs to build external contacts and mentor junior team members.

Qualifications & Skills

• Experience:
  • Significant expertise in partnership and private client tax, with a solid track record in a professional services environment.
  • Experience managing complex client work and leading advisory projects.
  • Proven ability in people management and team leadership.
• Skills:
  • Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
  • Strong written and verbal communication skills to effectively liaise with clients and HMRC.
  • Demonstrated business development acumen with an appetite for growth.
• Education & Certifications:
  • Relevant professional qualifications (CTA and/or ACA).
  • Strong IT proficiency and a commitment to maintaining technical knowledge.

Key Competencies

• Planning & Organising: Capable of managing workload effectively, delegating tasks, and meeting conflicting deadlines.
• Communication: Ability to articulate complex tax issues clearly to clients and stakeholders.
• Customer Focus: Dedicated to meeting client needs and delivering exceptional service.
• Teamwork: Strong collaborative skills to support team members and contribute to overall success.

Why Join?
This is an exciting opportunity to work with a dynamic team in a role that offers both client-facing and leadership responsibilities. If you are a technically skilled tax advisor with a passion for delivering outstanding service and growing client relationships, we want to hear from you.
Apply today and be a part of a team committed to making a difference to their clients' financial journeys!
 

Responsibilities

private client and partnership tax advisory

Desired Experience

private client tax, partnership tax, UK experience. At least 10 years of professional services advisory experience.

Location

London