Private Client Tax Senior Manager / Director

As the Private Client Tax Senior Manager / Director, you will deliver outstanding tax compliance and advisory services to a diverse portfolio of private client tax clients, including high‑net‑worth individuals, families, trustees and trust structures. You will play a pivotal role in shaping the firm’s Private Client Tax function and future growth.

Responsibilities

• Ensure compliance with legislative and ethical standards within the Trust team.
• Resolve client issues efficiently, meeting timescales and budgets.
• Lead and develop a team of advisors.
• Liaise with trustees, beneficiaries, individuals, and intermediaries to provide top‑tier service.
• Act as principal on a portfolio of trust and high‑net‑worth clients, reviewing and signing off advice.
• Support team growth and expansion of the trust business.
• Meet with clients to assess and advise on tax planning, overseeing delivery by team members.
• Collaborate with Private Client tax partners to identify key opportunities and risks.
• Promote firm‑wide services, especially financial planning.
• Ensure work is allocated effectively and departmental targets are met.
• Assist in the running of the trust corporation.

Qualifications

• Previous experience in a similar role.
• ATT or CTA qualified (or equivalent) with up‑to‑date technical knowledge.
• Leadership experience, with a desire to mentor and develop colleagues.
• Strong client relationship skills and a proven history of delivering high‑level advisory services.
• Proactive and strong problem‑solving skills.

What We Offer

• Competitive salary and comprehensive benefit package.
• Outstanding training and development programmes.
• Supportive and flexible culture.
• Opportunities for career development.

Seniority level: Mid‑Senior level. Employment type: Full‑time.

You are required to be eligible to work in the UK full‑time without restriction. If you are enthusiastic about this position or are keen to hear more, please click on “apply” as soon as possible.

Due to the high volume of applications, we may not respond to all unsuccessful applicants. If we have not responded within five days, please assume on this occasion your application has not been successful.