This is a senior private client role for someone who wants depth, autonomy and genuinely interesting work rather than a narrow compliance brief. The firm works closely with high-net-worth individuals, families and trustees, offering long-term advisory support across trusts, estates and personal tax matters.
The opportunity sits within a well-established accountancy practice with a strong private client reputation and a collaborative, advisory-led culture. The role is primarily based in Royal Tunbridge Wells, offering London-quality work without the full-time London grind.
The role
As Private Client Tax Senior Manager, you will take ownership of a complex and rewarding client portfolio, combining technical compliance with planning and advisory work. You will work closely with directors and partners, acting as a trusted adviser to clients and a senior technical presence internally.
The role is mainly office-based in Royal Tunbridge Wells, with hybrid working (three days in the office) and occasional travel to London for client meetings.
What you’ll be doing
- Managing a portfolio of private clients, trusts and estates
- Reviewing and overseeing trust accounts, trust and personal tax returns, R185s and IHT filings
- Preparing and reviewing estate tax returns and related advisory work
- Supporting partners and directors with ad hoc planning across trusts and estates
- Explaining complex tax issues to clients in clear, practical language
- Acting as a senior point of reference for technical queries within the team
- Supporting and mentoring junior team members as required
What they’re looking for
- Strong experience in private client tax, trusts and estates
- Either an existing senior manager or a manager ready to step up
- Confident communicator with a client-focused mindset
- Comfortable balancing advisory work with high-quality compliance
- Background in professional practice within accountancy
What’s on offer
- Salary in the region of £80,000 to £95,000 depending on experience
- High-end private client work within a respected accountancy firm
- Clear progression beyond senior manager level
This Private Client Tax Senior Manager role offers long-term progression, technical challenge and the chance to work closely with sophisticated clients, all from a base in Royal Tunbridge Wells.
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