Personal/ Private Client Tax Senior Manager
Ref: 24332_1749132137Private Client Tax Senior Manager
Ipswich
Hybrid
A top 60 accountancy firm is seeking an experienced and ambitious Private Client Tax professional to their its Ipswich office as a Senior Manager. The successful candidate will join a thriving Private Client Tax team. With a 50/50 split between compliance and advisory work, the role is ideal for a current Senior Manager or a highly experienced Manager ready to take the next step.
Role Responsibilities
- Manage a portfolio of private clients, including high-net-worth individuals, business owners, landowners, and family trusts and estates.
- Review self-assessment tax returns and ensure high-quality, compliant output from junior team members.
- Provide technical guidance on personal tax issues including Capital Gains Tax planning, Remuneration planning, IR35 matters, Trusts and Inheritance Tax, Property income.
- Advise on complex tax matters, including residence issues, emigration/immigration, property development, and landed estates.
- Contribute to business development activities and promote the firm's services externally.
- Collaborate with the wider tax and advisory team on cross-departmental initiatives.
- Participate in budgeting and billing processes.
- Provide mentoring and training to junior team members.
Personal Requirements
- CTA qualified (or qualified by experience).
- Proven experience managing private client portfolios in a professional services setting.
- Strong knowledge of personal tax compliance and advisory work.
- Confident communicator with the ability to explain complex tax issues clearly and accessibly.
- Comfortable working independently while also contributing positively to team development.
- High ICT literacy, with experience using MS Office and tax software (CCH experience preferred).
- Demonstrated ability to meet deadlines and manage competing priorities.
- Experience reviewing work of junior staff and providing constructive feedback.
- Willing to travel occasionally within East Anglia and undertake overnight stays as needed.
Benefits
- Flexible hybrid working policy (up to two days from home per week once established).
- Career development opportunities, including support for further qualifications.
- A supportive and collaborative working environment within a well-established regional team.
- Exposure to a broad and varied client base.
- Opportunity to progress in line with performance and experience.
This is an ideal role for an experienced Private Client Tax Manager ready to take the next step in their career, or for a current Senior Manager seeking a new challenge in a dynamic and supportive firm. If you're seeking a role that offers both technical variety and leadership opportunity within a high-quality client-focused environment, we'd love to hear from you.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.