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Private Client Tax Senior Manager

Watford

Permanent

Accountancy & Finance

Professional Services

£70,000.00 - £85,000.00Year


Pleased to be working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford.


You'll manage your own portfolio of High-Net-Worth clients, work closely with partners on tax planning and advisory projects, and play a key role in supporting and developing junior team members.


Their clients include high-net-worth individuals, sole traders, partnerships, and trust beneficiaries. Whilst most are UK-based, you'll also gain exposure to non-resident and non-domiciled clients, offering a rich variety of complex and interesting work - from residency planning to international structuring.


What you'll be doing:


  • Managing all aspects of annual tax compliance for your client portfolio, including income tax, capital gains tax, and National Insurance matters.
  • Reviewing Self Assessment tax returns prepared by other team members and ensuring accurate, timely electronic filing.
  • Acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face-to-face meetings.
  • Assisting partners in the delivery of bespoke advisory projects, including inheritance tax planning, residence and domicile issues, trust matters, and business structuring.
  • Preparing and attending client meetings, setting budgets, managing workloads, and ensuring work is completed efficiently and within deadlines.
  • Liaising with HMRC regarding enquiries and disclosures, including correspondence under the digital disclosure facility.
  • Coordinating information from clients and third-party professionals to ensure smooth and accurate tax return preparation.
  • Managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns.
  • Contributing to internal management meetings and supporting team development and training.
  • Participating in networking and business development activities to help grow the firm's client base.

What we're looking for:


  • ATT or CTA qualification (or working towards).
  • Strong technical knowledge of UK personal tax compliance and planning.
  • Experience managing a client portfolio, ideally of HNWIs or complex private clients.
  • Excellent communication and relationship building skills.
  • Ability to manage deadlines, delegate effectively, and take initiative.
  • A proactive, professional approach with a focus on quality and client care.
LFPCTSM00102_1762770296

Private Client Tax Senior Manager

LHH

17 days ago

£70,000.00 - £85,000.00Year

Permanent

Accountancy & Finance

Professional Services

Watford


Pleased to be working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford.


You'll manage your own portfolio of High-Net-Worth clients, work closely with partners on tax planning and advisory projects, and play a key role in supporting and developing junior team members.


Their clients include high-net-worth individuals, sole traders, partnerships, and trust beneficiaries. Whilst most are UK-based, you'll also gain exposure to non-resident and non-domiciled clients, offering a rich variety of complex and interesting work - from residency planning to international structuring.


What you'll be doing:


  • Managing all aspects of annual tax compliance for your client portfolio, including income tax, capital gains tax, and National Insurance matters.
  • Reviewing Self Assessment tax returns prepared by other team members and ensuring accurate, timely electronic filing.
  • Acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face-to-face meetings.
  • Assisting partners in the delivery of bespoke advisory projects, including inheritance tax planning, residence and domicile issues, trust matters, and business structuring.
  • Preparing and attending client meetings, setting budgets, managing workloads, and ensuring work is completed efficiently and within deadlines.
  • Liaising with HMRC regarding enquiries and disclosures, including correspondence under the digital disclosure facility.
  • Coordinating information from clients and third-party professionals to ensure smooth and accurate tax return preparation.
  • Managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns.
  • Contributing to internal management meetings and supporting team development and training.
  • Participating in networking and business development activities to help grow the firm's client base.

What we're looking for:


  • ATT or CTA qualification (or working towards).
  • Strong technical knowledge of UK personal tax compliance and planning.
  • Experience managing a client portfolio, ideally of HNWIs or complex private clients.
  • Excellent communication and relationship building skills.
  • Ability to manage deadlines, delegate effectively, and take initiative.
  • A proactive, professional approach with a focus on quality and client care.
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