Private Client - Senior Tax Manager

Job Details

Private Client Tax Senior Manager

London | up to £90,0000 + excellent benefits | Permanent

A respected professional services firm is seeking an experienced and commercially minded Private Client Tax Senior Manager to join its established private client practice.

This is an opportunity to take ownership of a varied client portfolio, advising individuals, trustees, executors and family offices on their tax affairs. The role combines technical advisory work and client relationship management with portfolio oversight, business development and the development of junior colleagues.

The successful candidate will play an important role in maintaining strong client relationships, identifying opportunities to expand existing engagements and contributing to the continued development of the practice.

THE ROLE

• Provide high-quality tax advice to private clients, trustees, executors and family offices.

• Act as the principal point of contact for an established client portfolio, building trusted and long-term relationships.

• Oversee day-to-day portfolio management, including billing, work in progress, workflow planning and delivery.

• Delegate and review work to maintain technical quality, meet deadlines and deliver an excellent standard of client service.

• Identify opportunities to develop additional work from existing clients and contribute to wider business development initiatives.

• Work closely with colleagues on client matters, bringing a proactive and commercially aware approach to service delivery.

• Coach, mentor and support junior team members, contributing to their development and progression.

• Continue to build your professional profile, with scope to develop your client management and leadership capabilities.

YOUR BACKGROUND

You will be an experienced private client tax professional with strong technical knowledge, sound commercial judgement and the confidence to manage client relationships and engagements independently.

You are likely to demonstrate:

• Substantial experience advising private clients, trustees, executors and family offices on tax matters.

• Strong technical knowledge across private client tax, trusts and estates.

• Experience managing a client portfolio, including billing, delegation, workflow oversight and work in progress.

• A relevant professional qualification, such as CTA or ACA, or equivalent experience.

• Commercial awareness and the ability to identify opportunities to develop existing client relationships.

• Strong communication and relationship management skills, with a commitment to high-quality client service.

• Experience reviewing work and coaching or supporting junior colleagues.

• A proactive and collaborative approach, with the ability to balance technical delivery, client management and business development.

Exposure to estate administration would be advantageous.

A CONVERSATION WORTH HAVING

For a confidential initial discussion about the opportunity, your technical interests and your longer-term career ambitions, contact Maitland Kabir on 0208 064 3129 , or email [email protected] or [email protected] .

Company

Maitland Kabir is a specialist tax search firm with over 45 years’ combined experience. Having worked together for over a decade, Charlie and Hu combine technology and expertise to deliver tax appointments across accountancy, law and business nationwide.

Our partnership is built on trusted relationships, deep sector expertise and a genuine commitment to long-term career success.

Working exclusively within the UK tax market, we connect tax professionals with opportunities across leading accountancy firms, law practices and businesses, from qualified specialists through to Partner level.

Our longstanding relationships and market knowledge allow us to provide informed career advice, access to opportunities and a personal, discreet approach.

Whether exploring opportunities or seeking market insight, please contact Charlie at [email protected] or Hu at [email protected] .

Company info

Website

Telephone

0208 064 3129