Senior Tax Manager - Private Client

Location: Ferndown
Department: Private Client Tax
Reports To: Tax Partner / Director
Job Type: Full-time, Part Time, Permanent

Benefits:

• Flexible working and hybrid working available
• Professional Admin Team to support with day to day admin tasks, Autonomy in the role,
• Holidays 25 days then increases to 28 days, Xmas close down – x 2 wellness days
• Friendly Culture, Social events including Pool Table, Go karting etc
• Transparent Career Progression and Development
• Director Shareholding

• Client Management:

  • Act as the primary point of contact for a portfolio of high-net-worth individuals, trusts, and estates.
  • Build and maintain strong client relationships, ensuring high levels of service and satisfaction.
  • Provide proactive tax planning and advisory services tailored to clients’ personal and financial goals.

• Technical Expertise:

  • Advise on a wide range of personal tax issues including income tax, capital gains tax, inheritance tax, and international tax matters.
  • Review and sign off on complex tax returns and planning documents.
  • Keep up to date with changes in tax legislation and communicate implications to clients and internal teams.

• Team Leadership:

  • Supervise, mentor, and develop junior team members.
  • Review work prepared by junior staff and provide constructive feedback.