Senior Manager - Private Client

England, Berkshire, Reading
Aug 09, 2019
Sep 06, 2019
Bethan Dennis
Contract Type
Full Time
Level of qualification
CIMA, Qualified

You will be a crucial part of this firms very successful Private Client team.

Client Details

The client is one of the Big4 leading professional services firm with a huge global network and client base. They have a strong brand and solid set of values that enables them to inspire confidence in their employees and empower them to make change in the organisations they work with.


The role entails working with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services on a wide range of private services. This is an advisory role requiring a Manager with significant previous private client experience.
More specifically, some of the responsibilities will include:-

  • Ensuring the delivery of a high quality personal tax service to our clients;

  • Managing a portfolio of more complicated clients, including partnerships, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax and particularly identifying opportunities to advise your portfolio of clients in relation to these taxes;

  • Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions on one-off assignments;

  • Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met

  • Managing work in progress and ensuring prompt billing and cash collection;

  • Overseeing the performance and career development of partly and newly qualified staff.


  • Qualified accountant or tax advisor (ACA, ACCA or CTA) with experience working with entrepreneurial businesses or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments.

  • Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients.

  • A keen and insightful understanding of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.

  • An ability to work as part of a team as well as on their own initiative.

  • High level of analytical skills and a commercial approach to resolving issues and providing advice.

  • Strong interpersonal skills are required in addition to strong oral and written communication skills.

Job Offer

  • The opportunity to work for an inclusive and empowering culture that encourages people to 'be themselves'

  • Opportunity to progress career in a supportive work environment

  • Chance to work on a range of exciting projects

  • Competitive Salary

  • Great benefits package

If you want to hear more, please contact Bethan Dennis on 020-72692236 for a confidential discussion.

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