Description
Crowe Watson Recruitment—well-known across the UK for our specialist accountancy practice expertise—is proud to be supporting this respected firm in their search for an accomplished tax professional.
In this key leadership role, you will oversee a diverse portfolio of high-net-worth individuals, delivering expert advice across inheritance tax, trusts, estates, and wider personal tax planning. The firm is highly regarded for its commitment to quality, client service, and internal development, offering genuine long-term progression and the chance to shape the future of the department.
As a Senior Manager, you will work closely with Partners, contribute to strategic decision-making, and support junior team members in their professional growth. This is an excellent opportunity for a driven Private Client Tax specialist looking to join a people-focused environment with a modern approach and strong reputation in the market.
Responsibilities
Manage a varied portfolio of HNWIs, providing high-level advisory services
Lead on complex personal tax, IHT, trust and estate planning assignments
Review and oversee compliance work prepared by the team
Work closely with Partners on planning projects and business development
Mentor, support and develop junior staff
Ensure the highest standard of technical quality and client service
Requirements
CTA and/or ACA/ACCA qualified (or equivalent)
Extensive experience in Private Client/Personal Tax
Strong technical knowledge of IHT, trusts and estate planning
Confident in advisory work and client relationship management
Must have previous experience working within a UK Practice environment
Excellent communication and leadership skills
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
In this key leadership role, you will oversee a diverse portfolio of high-net-worth individuals, delivering expert advice across inheritance tax, trusts, estates, and wider personal tax planning. The firm is highly regarded for its commitment to quality, client service, and internal development, offering genuine long-term progression and the chance to shape the future of the department.
As a Senior Manager, you will work closely with Partners, contribute to strategic decision-making, and support junior team members in their professional growth. This is an excellent opportunity for a driven Private Client Tax specialist looking to join a people-focused environment with a modern approach and strong reputation in the market.
Responsibilities
Manage a varied portfolio of HNWIs, providing high-level advisory services
Lead on complex personal tax, IHT, trust and estate planning assignments
Review and oversee compliance work prepared by the team
Work closely with Partners on planning projects and business development
Mentor, support and develop junior staff
Ensure the highest standard of technical quality and client service
Requirements
CTA and/or ACA/ACCA qualified (or equivalent)
Extensive experience in Private Client/Personal Tax
Strong technical knowledge of IHT, trusts and estate planning
Confident in advisory work and client relationship management
Must have previous experience working within a UK Practice environment
Excellent communication and leadership skills
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we'd love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.