Private Client Advisory Manager/Senior Manager

Michael Page
17 Jan 2022
14 Feb 2022
JN -112021-4513328
Anna-Marie Tucker
Job role
Contract type
Full time
Experience level

Top tier London Private Client Manager or Senior Manager level role.

Client Details

Working in one of the Firm's four multi-disciplinary workgroups, as a Tax Manager/Senior Manager. The role will include a balanced mix of advisory services (more than 50% of the workload) and tax compliance related to complex affairs, for a portfolio of personal and trust clients. Reporting to a mixture of Partners you will provide advice and assistance to Partners, Accountants and Tax Advisors as well as Tax Assistants and ACA Trainees on tax related topics.


  • Provision of ad-hoc tax advice to clients and a high level of support to Partners and staff
  • Managing all aspects of their allocated client portfolio; including the planning, the execution of the work, drafting of correspondence and billing
  • Managing all aspects of the tax affairs of those clients for whom the individual is responsible and where advice spans different areas providing a high level of support to clients
  • Providing ad hoc/planning advice to clients on tax matters
  • Assisting with other ad-hoc assignments in relation to the financial affairs of clients.
  • Preparation of tax returns and related working papers.
  • Dealing with the HMRC, in respect of enquiries
  • Giving presentations/briefings to staff on relevant tax topics


  • An extensive background in personal and trust tax, including strong familiarity and experience of domicile and residence issues.
  • Strong experience of offshore trusts and structures.
  • CTA qualified and a good academic record
  • Effective client handling/service skills
  • Experienced in coaching & delegating to staff
  • Good written and oral communication skills (confident dealing with Lawyers, Bankers, Investment Managers and HMRC etc, able to produce accurate well presented letters, reports and schedules).
  • Able to network and market effectively
  • Flexible working attitude. Must be able to work on a number of clients' affairs at the same time.
  • Organised and methodical manner.
  • Good IT skills - including proficient use of Excel and Word.

Job Offer

Salary package: A competitive salary.

Annual salary review & discretionary Bonus.

Holidays: 27 days per year.

Health Insurance


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