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Private Client Tax Advisor Clear path to Partner

Posted 45 days ago by Cedar

Stoke-on-Trent, Staffordshire

Application ends:

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Senior Tax Manager – Private Client Advisory
Advisory-Only Focus | Progression to Partner | Hybrid Working

An exceptional opportunity has arisen for an experienced private client tax professional to step into a pure advisory role within a highly respected and growing practice. This position offers a clear and supported route to Partner, making it ideal for an ambitious Senior Tax Manager seeking their next major career move.

Why This Role?
This is not your typical compliance-heavy position. You’ll focus solely on delivering high-value tax advisory services to a varied and loyal client base, including high-net-worth individuals and owner-managed businesses. Working closely with a supportive Tax Director, you’ll receive hands-on mentorship as you develop towards Director and, ultimately, Partner.

You’ll be part of a collaborative and high-performing tax team with a strong track record of developing senior talent, in a firm that values progression, balance, and employee ownership.

What You’ll Be Doing:

  • Advising private clients on a range of tax planning matters including IHT, CGT, succession planning, and residency
  • Managing client relationships and offering strategic input across their personal and business interests
  • Leading advisory projects including family wealth planning, restructuring, and HMRC enquiries
  • Reviewing complex personal tax returns and managing P11Ds
  • Developing and mentoring junior staff, and reviewing their technical work
  • Contributing to the strategic direction of the tax function and attending monthly leadership meetings

What We’re Looking For:

  • CTA qualified (or equivalent) with strong post-qualification experience
  • A proven track record managing a portfolio of private clients in practice
  • Significant advisory experience, especially across IHT, CGT, and succession planning
  • Exposure to corporate tax in an OMB context is beneficial but not essential
  • Strong communication skills with a client-first mindset
  • A natural leader with the drive to shape a team and progress to Partner

What’s On Offer:

  • Profit share bonus (paid consistently in recent years)
  • Additional manager-level bonus
  • Growth share plan with potential for equity participation
  • Flexible hybrid working and early Friday finishes
  • Health Cash Plan, Perkbox, and Employee Assistance Programme
  • Competitive annual leave and ongoing career development

Job Information

Experience

0

Gender

both

Industry

Salary

65000 yearly

Qualification

Career Level

3 days ago

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Stoke-on-Trent, Staffordshire

Job Location

Application ends: 2025-08-16

Apply Now