Private Client Tax Senior Manager - East Surrey

This independent firm is headed up by entrepreneurial partners. All exceptional when it comes to private client tax, but your ‘water-cooler’ conversation will most likely revolve around golf, skiing, traveling, or music.

Based in an ideal location you’ll find a grand, white brick office. Inside, reside this social bunch, conquering the tax world thanks to over 50 years of experience, strong client relationships, and a growing portfolio from HNWI’s and law firms.

Areas you will get involved with for HNWI’s include: estate planning, residence & domicile, retirement strategies, trusts & executorships, and wealth management.

The substantial growth of this firm and resignation is the reason they are looking to take another person into their ranks. This is also, however, one of the challenges they face, and the new addition will have to hit the ground running. You will be supported in this through partner shadowing and mentoring – and these guys know what they are doing! Working this closely with the partners opens up a fast track to promotion, your performance is noticed and respected with regular meetings to discuss your goals; should it be a partner too, senior manager, or to include more of a specific type of work.

Due to the technical aspect of this portfolio, you will ideally be CTA qualified – although if you have experience in a similar role, with lots of HNWI work, then that’s enough (extra points if you have partnership tax or personal tax work concerning law firms.) They plan to grow their team by 20-30% over the next couple of years, taking on more junior staff as well – so if you aren’t quite as experienced as this post describes but want to apply, please call me on the details below to discuss their more junior positions.

As a senior manager, you will be expected to deal with a mixture of business development, management, and technical work.

As a senior member of the team, you will have the opportunity to advance towards a director position. The founder can give you an example of senior professionals who have done this.

You will also be respected in your work/lifestyle balance. Should you need flexible working, be it remote working or reduced hours, the option is open.

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