Senior Private Client Manager

Posted 6 days ago by Pro-Tax Recruitment Easy Apply

A strong Mid-Tier accountancy practice based in St Albans requires a Senior Tax Manager to join their successful private client team. The firm has a prestigious client base throughout the UK consisting of owner-managed businesses and high net worth individuals.

The successful Senior Tax Manager will be working closely with Private Client Partners and clients supporting them with identifying and implementing tax-efficient ways of achieving their objectives.

A high level of technical expertise is required for this position in order to deliver a full planning service to clients including optimising all personal tax reliefs, producing detailed reports and explaining complex points in a simple way for clients to understand (ie IHT review and maximising exemptions). Supervision of compliance work with junior team members will also be required.
The ideal candidate will come from a Private Client tax background with established management experience. CTA, and STEP are highly desirable.

To apply for this position please send your CV to or call Emma on .

The Pro-Recruitment Group consists of four distinct brands: ProTax, ProLegal, ProFinance and ProHR

Reference: 35824013

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