Pirvate Tax-Senior Manager
Private Client Tax Senior Manager - Top 50 Accountancy Firm (Surrey)
📍 Location: Surrey | Hybrid working available
💼 Full-time | Permanent
Are you an experienced Private Client Tax professional ready to step into a senior leadership role with one of the UK's leading accountancy firms?
We are partnering with a highly regarded Top 50 practice who are looking for a Private Client Tax Senior Manager to join their thriving Private Client division. The successful candidate will manage a portfolio of HNWIs, trusts, estates, and complex personal tax cases, while also leading a motivated team and contributing to the firm's strategic growth.
🔍 Key Responsibilities:
Oversee a varied portfolio of private clients with a strong focus on advisory and compliance.
Deliver high-level tax planning services including inheritance tax, CGT, and trust structuring.
Act as a key point of contact for clients, developing and strengthening relationships.
Review and sign off on complex tax returns and ensure high standards of compliance.
Lead and develop junior team members, providing coaching and technical support.
Contribute to business development through networking and client engagement.
✅ What You'll Bring:
CTA qualified (or equivalent).
Proven experience in private client tax, ideally at Manager/Senior Manager level.
Strong technical knowledge of personal tax, trusts, estates, and HNWI advisory.
Excellent leadership, communication, and client relationship skills.
A commercial mindset and a passion for delivering first-class client service.
🌟 What's On Offer:
Competitive salary + bonus scheme.
Hybrid working (typically 2-3 days in the office).
Generous holiday allowance and benefits package.
Clear progression opportunities within a growing firm.
A supportive and flexible working culture with a focus on work/life balance
