Private Client Tax Senior Manager

The Private Client Tax Senior Manager position centres on managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns. It would suit someone who can bring acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face‑to‑face meetings to the role.

Why this role may suit you

Working with a Top 50 Accountancy Firm who are looking for an experienced Private Client Tax Senior Manager to join their growing team in Watford. Preparing and attending client meetings, setting budgets, managing workloads, and ensuring work is completed efficiently and within deadlines.

What you would be doing

Managing billing and monitoring your own time budgets and chargeability, keeping partners informed of progress and concerns. Coordinating information from clients and third‑party professionals to ensure smooth and accurate tax return preparation. Manage your own portfolio of High‑Net‑Worth clients, work closely with partners on tax planning and advisory projects, and play a key role in supporting and developing junior team.

The working style that fits

Acting as a key point of contact for your clients - building trusted relationships through clear communication by email, phone, and face‑to‑face meetings. A proactive, professional approach with a focus on quality and client care. Excellent communication and relationship building skills.

What you need

• Ability to manage deadlines, delegate effectively, and take initiative.
• Experience managing a client portfolio, ideally of HNWIs or complex private clients.
• Strong technical knowledge of UK personal tax compliance and planning.

Practical information

• Managing all aspects of annual tax compliance for your client portfolio, including income tax, capital gains tax, and National Insurance matters.
• Additional detail: Training or development support may be provided.

Job details

• Benefits mentioned: Training