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Senior Tax Manager - Private Client AdvisoryAdvisory-Only Focus | Progression to Partner | Hybrid Working
An exceptional opportunity has arisen for an experienced private client tax professional to step into a pure advisory role within a highly respected and growing practice. This position offers a clear and supported route to Partner, making it ideal for an ambitious Senior Tax Manager seeking their next major career move.
Why This Role?This is not your typical compliance-heavy position. You'll focus solely on delivering high-value tax advisory services to a varied and loyal client base, including high-net-worth individuals and owner-managed businesses. Working closely with a supportive Tax Director, you'll receive hands-on mentorship as you develop towards Director and, ultimately, Partner.
You'll be part of a collaborative and high-performing tax team with a strong track record of developing senior talent, in a firm that values progression, balance, and employee ownership.
What You'll Be Doing:
- Advising private clients on a range of tax planning matters including IHT, CGT, succession planning, and residency
- Managing client relationships and offering strategic input across their personal and business interests
- Leading advisory projects including family wealth planning, restructuring, and HMRC enquiries
- Reviewing complex personal tax returns and managing P11Ds
- Developing and mentoring junior staff, and reviewing their technical work
- Contributing to the strategic direction of the tax function and attending monthly leadership meetings
What We're Looking For:
- CTA qualified (or equivalent) with strong post-qualification experience
- A proven track record managing a portfolio of private clients in practice
- Significant advisory experience, especially across IHT, CGT, and succession planning
- Exposure to corporate tax in an OMB context is beneficial but not essential
- Strong communication skills with a client-first mindset
- A natural leader with the drive to shape a team and progress to Partner
What's On Offer:
- Profit share bonus (paid consistently in recent years)
- Additional manager-level bonus
- Growth share plan with potential for equity participation
- Flexible hybrid working and early Friday finishes
- Health Cash Plan, Perkbox, and Employee Assistance Programme
- Competitive annual leave and ongoing career development
