Private Client Senior Manager / Director

In this pivotal Senior Manager/Director role within our Tax department, you will play a key role in leading our Private Client Tax services for a diverse range of clients across Norfolk and Suffolk. You will drive strategic direction, manage a complex client portfolio, mentor team members, and actively contribute to business growth.
This position offers a clear path to Partnership, presenting a significant opportunity to shape our private client offering. You will gain exceptional access to Partners and a wide range of opportunities to grow your career while working with a diverse portfolio of clients.
Responsibilities:
Technical

Deliver advanced tax advisory and planning services, including statutory residence tests, residency issues, CGT, IHT, trusts, and estate/succession planning.
Take full ownership of a complex portfolio of HNWIs, UHNWIs, and private clients, ensuring exceptional service and proactive advice.
Act as one of the firm's leading authorities for tax planning tailored to medical professionals, including NHS pension complexities and income structures.
Review and sign off high-risk tax returns and related documents, ensuring compliance with current legislation and professional standards.
Maintain expert knowledge of emerging tax legislation and technical developments, proactively managing engagement risks.

General

Develop and mentor the private client tax team, including managers, trainees, and assistants, fostering professional growth and consistency with firm values.
Oversee work planning across the team and ensure deadlines are met.
Contribute to firm-wide initiatives and act as an ambassador for M+A Partners internally and externally.
Take ownership of risk management policies and ensure compliance across all engagements.
Manage portfolio financial performance, including fee quoting, WIP management, invoicing, and achieving revenue targets.

Business Development

Actively seek opportunities to grow the private client tax offering and expand market presence.
Represent the firm at seminars, networking events, and industry forums, building strong referral networks.
Prepare proposals for new work and collaborate with Partners on strategic growth initiatives.
Maintain a deep understanding of clients' affairs to identify planning opportunities and cross-sell other services.

The Candidate:
We seek a commercially astute, technically exceptional leader with ambition for Partnership.

CTA and/or ACA/ACCA qualified (minimum); STEP highly desirable.
Experience:

Substantial post-qualification experience in a reputable practice environment.
Expertise in complex tax advisory work for HNWIs.
Proven leadership in managing and inspiring high-performing teams.
Experience of overseeing and reviewing the work of team members.
Strong business development skills, acumen and commercial awareness.
Proven ability to quickly adapt to shifting deadlines and priorities.
Capable of collaborating effectively and adapting within a team environment.
Proven ability to respond appropriately to risks.

Skills:

Exceptional communication and presentation skills.
Advanced Excel, Word and familiarity with tax/accounting software.

Competitive salary and comprehensive benefits package.
Genuine opportunity for accelerated progression to Partner level.
A split between home and office working is an option.

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