My client is a leading tax, accountancy and business advisory firm built on personal integrity, technical expertise and a collaborative, people-focused culture.

They are currently seeking a Private Client Tax Senior Manager to join their Trusts and Family Office team.

The Role

The successful candidate will provide specialist tax advice to a range of clients, including trustees, executors and family office heads. They will manage the day-to-day running of a substantial portfolio, overseeing delegation, billing, workflow and work in progress.

They will also support business development by identifying new opportunities from existing clients. Strong advisory experience is essential, and experience in estate administration is desirable.

My client offers ongoing mentorship from senior leadership, including soft-skills development, staff management exposure and personal coaching to support progression towards Director/Partner level.

Requirements

• CTA/ACA/ACCA qualified (or equivalent)
• Significant experience managing private client portfolios within practice
• Strong personal tax advisory and compliance expertise
• Proven ability to deliver high-quality client service
• Experience with estates (desirable)

Benefits

• Hybrid/flexible working
• 25 days holiday + bank holidays
• Pension scheme
• Private Medical Insurance & wellbeing support
• Lifestyle and financial perks (discount platform, cycle-to-work scheme, EV leasing, etc.)
• Supportive, inclusive and collaborative working culture

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful