Private Client Tax Senior Manager – Tunbridge Wells
About the role
Overview
Join a high-profile Private Client Tax team advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.
Responsibilities
- Take responsibility for a portfolio of high-net-worth / ultra-high-net-worth international private clients, acting as their key trusted adviser.
- Oversee annual compliance (managing a team of junior tax advisers).
- Identify and advise on ad hoc personal tax planning projects.
- Collaborate with experienced partners and contribute to the growth of the regional Private Client Tax practice.
Qualifications and experience
- CTA with substantial private client tax experience; Senior Manager or equivalent level considered for progression to Associate Director and Director grades.
- Ability to manage a team and coordinate multi-jurisdictional private client work, including international aspects.
- Strong communication and client-relations skills, with a track record of advising high-net-worth individuals.
Location, salary and benefits
The role is based in Tunbridge Wells with hybrid working arrangements. Salary range is likely £75k-£90k plus benefits, depending on experience.
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