Senior Manager, Tax - Private Clients

• Deliver detailed, technically robust tax advice and planning strategies tailored to private clients' needs
• Lead and support client engagements
• Ensure high-quality service delivery
• Manage billing and fee collection
• Develop and mentor junior team members
• Advise clients on asset holding, personal taxation, shareholder issues, succession and estate planning
• Prepare detailed technical tax advice and research tax legislation and case law
• Manage client relationships, billing and fee collection processes
• Delegate, manage and review work of trainees and junior staff
• Deliver in-house tax training
• Assist with client presentations as required

Requirements

• AITI qualified tax professional
• Minimum of 4 years post-qualification experience (PQE)
• ACA/CTA or equivalent qualifications
• Strong technical expertise in asset holding structures, personal taxation, shareholder matters, succession and estate planning
• Ability to communicate complex tax concepts clearly to non-specialists
• Ability to manage multiple client engagements effectively
• Experience working within private clients' teams
• Excellent interpersonal, project management and client relationship skills
• Proactive, flexible approach
• Strong commercial awareness and business acumen

Core Competencies

Demonstrates strong technical expertise in tax advice and planning strategies, particularly in asset holding, personal taxation, and estate planning. Capable of managing client relationships and mentoring junior team members while delivering high-quality service.

Highest-signal resume keywords

• AITI Qualified Tax Professional
• ACA/CTA Or Equivalent Qualifications
• 4 Years Post-Qualification Experience
• Technical Expertise In Asset Holding Structures
• Client Relationship Management

ATS Optimization Keywords Hard Skills

• Tax Advice
• Tax Planning Strategies
• Research Tax Legislation
• Prepare Technical Tax Advice
• Billing Management
• Fee Collection
• Succession Planning
• Estate Planning
• Asset Holding Structures
• Shareholder Matters

Soft Skills

• Excellent Interpersonal Skills
• Project Management
• Client Relationship Skills
• Proactive Approach
• Flexible Approach