- Ability to use own initiative and ensure that the clients’ needs are fully met.
- Display a flexible, professional approach and have the confidence and ability to establish credibility with Partners and clients.
- Ability to manage a small client portfolio, including high net worth individuals.
- CTA qualified with recent and relevant experience. STEP and ADIT qualification would also be helpful.
- Strong interpersonal skills; able to establish and maintain professional working relationships with clients, team members and intermediaries.
- Demonstrate a passion for delivering quality whilst being commercially minded.
- Maintain in depth, up to date knowledge of taxation.
Senior Tax Manager - Private Client
Candidate Source Ltd
Posted 8 hours ago, valid for 10 days
Oldbury, West Midlands B69 4RJ, England

£60,000 per annum
Full Time
Life Insurance
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Sonic Summary
- A leading national audit, tax, advisory and consulting firm is seeking a Senior Tax Manager for their Cheltenham and West Midlands offices.
- The position offers a competitive salary of £60,000 per annum along with a £5,500 car allowance and additional benefits.
- Candidates should have recent and relevant experience, ideally in a private client tax manager role, and should be CTA qualified.
- The role involves managing a portfolio of high-net-worth clients, providing technical support, and mentoring junior staff.
- The firm values diversity and encourages applications from individuals of all backgrounds, emphasizing that age or level of experience should not deter potential candidates.