Private Client Senior Manager/Director

The Role:

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 include but are not limited to:

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 the 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 [Employer hidden — view at passion-project.co.uk] 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.

Qualifications:

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.

Our Benefits:

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

To apply: Submit your CV and covering letter using the form below. For queries, contact our People & Culture team at [contact hidden].