Senior Tax Manager - Private Client Advisory & Compliance?? Location: East Hants | ?? Salary: Competitive + Benefits | ?? Full-Time, Permanent (Open to part-time)Recruiter: Robert Half - Practice Division
Are you an experienced tax professional ready to take the next step in your career? I'm recruiting on behalf of a highly regarded and friendly accountancy firm seeking a Senior Tax Manager to lead advisory and compliance services across a significant and diverse private client portfolio.
?? The Role
This is a senior client-facing position with responsibility for overseeing a portfolio of approximately 900 private tax clients, including high-net-worth individuals, company directors, trusts, estates, and partnerships. Working closely with the Partners, you will manage a wide range of tax planning assignments and support the development and expansion of the firm's tax services.
?? Key Responsibilities
- Oversee compliance for a wide-ranging client portfolio, with support from the wider tax team.
- Provide technical leadership on tax planning projects, particularly for HNWIs, trusts, estates, and directors.
- Ensure timely and accurate submission of tax returns, monitoring deadlines and advising clients of key obligations and changes in legislation.
- Maintain high-quality compliance and advisory files, with clear working papers for Partner review.
- Manage and plan workloads for yourself and team members, proactively identifying bottlenecks and keeping Partners informed.
- Build strong relationships with clients through proactive and responsive communication.
- Remain up to date with relevant tax developments and legislation, feeding insights back into the team and wider firm.
- Identify new planning opportunities and contribute to wider business development efforts.
- Lead or contribute to ad hoc technical projects as required by the Partners.
? What We're Looking For
- Significant experience in personal tax, ideally gained in a practice environment.
- Demonstrated leadership in managing both compliance and advisory tax work.
- Comfortable with technical issues relating to high-net-worth individuals, trusts, and partnerships.
- CTA qualified (preferred) or qualified by experience with a strong track record in tax.
- Strong commercial awareness and the ability to develop trusted client relationships.
- Excellent time management, organisation, and people management skills.
- A broad understanding of accountancy principles is beneficial.
�? Why Apply?
- Join a respected and growing firm with a high-quality client base.
- Enjoy real responsibility and visibility with Partners from day one.
- Play a key role in shaping client strategy and driving team development.
- Clear progression opportunities for those with ambition and drive.
- Hybrid/flexible working options depending on the firm.
- Supportive, collaborative, and friendly culture.
Ready to lead and shape the future of a well-established private client tax team?
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