Manager, Client Advisory & Tax Job at Robert Half (Horsham)

Manager, Client Advisory & Tax

We are seeking a Manager, Client Advisory & Tax to join a growing consulting and...

Location

United States , Horsham

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or a related field
CPA required or actively pursuing CPA
6+ years of progressive experience in public accounting, client advisory, or consulting
Strong background in compilations, reviews, GAAP-based financial reporting, and client-facing advisory services
Experience with privately held companies and an understanding of the challenges they face during growth and transition
Exposure to or experience with tax planning and compliance, particularly in environments where accounting and tax advisory work intersect
Ability to manage multiple engagements and priorities in a fast-paced, deadline-driven environment
Demonstrated success reviewing staff work, managing projects, and contributing to a team-oriented culture
Leadership capability with the desire to take on greater responsibility in people management and client relationship ownership
Strong communication skills and the ability to translate technical accounting and tax matters into practical business guidance

Job Responsibility

Lead day-to-day client engagements for privately held businesses, overseeing compilations, reviews, management reporting, and advisory deliverables
Serve as a strategic advisor to clients by helping them improve accounting operations, enhance reporting accuracy, and use financial information to support decision-making
Advise clients on a broad range of accounting and finance matters, including bookkeeping oversight, budgeting, forecasting, cash flow management, process improvement, and operational restructuring
Provide guidance on tax planning, compliance, and tax implications related to business changes, entity structures, ownership transitions, and transaction activity
Support clients through significant milestones such as mergers and acquisitions, business sales, succession planning, capitalization changes, and readiness for outside investment or public reporting
Perform and review complex financial analyses related to capital transactions, business transitions, due diligence support, and other strategic initiatives
Manage engagement workflow, project timelines, and client deliverables, ensuring work is completed accurately, efficiently, and in alignment with firm standards
Review work prepared by staff and senior accountants, providing constructive feedback and maintaining a strong focus on quality and client service
Build strong client relationships and act as a go-to resource for business owners, executives, and stakeholders who value practical advice and responsive service
Mentor, coach, and develop team members by providing hands-on guidance that strengthens their technical capabilities, confidence, and ability to deliver advisory-focused solutions

Fulltime

Tax Senior Manager/ Tax Manager / Tax Assistant Manager

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , Southampton; Guildford

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

An in depth, up to date, knowledge of taxation with specialist knowledge and the ability to deal with complex tax issues
Project and staff management experience
Ability to manage a substantial client portfolio profitably whilst being able to actively seek opportunities for developing new clients and for selling new services to existing clients
Experience of dealing with client senior management
Educated to degree level and/or CTA and/or ACA qualified or equivalent
Demonstrable post qualified experience

Job Responsibility

Provide Tax compliance and advisory services to a wide range of clients using resource from a shared service team or via technology tools
Manage a substantial portfolio of clients including control of client take on and engagement, billings, and identification of opportunities to improve recoveries, together with cash collection
Pays attention to self-development and continuing professional education with a view to progressing within practice
Develops professional relationships with clients and within the Firm and adapts the approach for the relevant audience
Understands potential risks to the Firm in relation to the Firm’s quality control procedures and raising to the appropriate person
Get involved in special assignments on an ad hoc basis
Guide and supervise less experienced colleagues
Support, train, mentor and advise others in own area
Challenge current practice – driving improvements and championing change
Take personal responsibility for own decisions and actions and those of others

What we offer

Health and wellness programmes
Pension Plan with matched employer contributions
Private Medical access for you and your family
Income Protection Plan
Holidays with ability to purchase up to 10 days of additional leave
Bike to Work Scheme

Private Client Tax Manager or Senior Manager

Private Client Tax Manager or Senior Manager role at a Top 25 firm in Birmingham...

Location

United Kingdom , Birmingham

Salary:

50000.00 - 70000.00 GBP / Year

The Accountancy Recruiters

Expiration Date

Until further notice

Requirements

CTA qualified
Solid advisory experience
Confidence to lead conversations with sophisticated clients

Job Responsibility

Handle complexities of HNW clients, trusts, estates, and succession planning
Shape the direction of the team
Lead on high-impact advisory work
Become a trusted voice to clients and colleagues
Work side by side with Partners
Handle a portfolio ranging from complex IHT and CGT planning to multi-generational family wealth strategies
Lead from the front
Mentor rising talent

What we offer

Genuinely flexible, hybrid working model
Leadership role with visibility and influence
Team-first culture
25 days holiday + birthday off + great benefits
Clear path to progression with hands-on Partner support

Fulltime

Personal Tax Manager or Senior Manager - Private Client

A leading national advisory firm is looking to strengthen its Private Client fun...

Location

United Kingdom , Cardiff

Salary:

55000.00 - 70000.00 GBP / Year

The Accountancy Recruiters

Expiration Date

Until further notice

Requirements

Significant personal tax experience within an accountancy or advisory firm
Strong review-level technical capability and client communication skills
Proven experience managing teams and overseeing complex compliance
ATT, CTA, ACA, ACCA or equivalent qualification (or qualified by experience)
Commercial mindset, with a collaborative and solutions-led approach

Job Responsibility

Manage a portfolio of HNWIs, business owners, and other private clients with complex tax needs
Lead client delivery and communication, ensuring technical excellence and commercial awareness
Review high-risk and complex personal tax returns and planning work
Mentor and develop junior team members, supporting their reviews and technical development
Oversee workflow and team capacity, ensuring efficient delegation and quality control
Actively contribute to business development and networking in the South Wales region
Stay up to date with technical and legislative changes, and lead internal updates and training

What we offer

Opportunity to step into a Senior Manager role, or deepen impact as an established SM
Stable, growing client base with interesting and varied work
Regional autonomy with national support
Direct access to senior leadership and firm-wide visibility

Fulltime

Manager - Tax Advisory

We are seeking an experienced Manager to join our Tax Advisory team, supporting ...

Location

United Kingdom , Ipswich; Cambridge

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Strong corporate tax advisory experience, with a focus on transactions and restructurings
Proven experience in M&A tax, due diligence, and structuring
Experience managing both advisory assignments and compliance portfolios
Exposure to a wide range of clients, including large corporates and OMBs
Some personal tax experience is desirable but not essential
Excellent client-facing and relationship management skills
Strong commercial awareness with the ability to deliver practical, actionable advice
Demonstrable project management capability across complex assignments
Experience managing, mentoring, and developing junior staff
Ability to collaborate effectively across teams and geographies

Job Responsibility

Lead and deliver high-quality corporate tax advisory services, including M&A transactions (buy-side and sell-side), Reorganisations, MBOs, and Employee Ownership Trusts (EoTs), International expansion and structuring, Tax due diligence and structuring advice
Manage and review complex advisory projects, ensuring commercially focused, technically robust outcomes
Act as a key point of contact for clients, building strong and trusted relationships
Anticipate client needs and proactively identify opportunities to add value
Manage a small portfolio of clients, including oversight of corporate tax compliance
Review compliance work prepared by junior team members, ensuring quality and timeliness
Maintain strong client relationships across the portfolio, acting as a trusted adviser
Ensure compliance processes are delivered efficiently and aligned to wider advisory opportunities
Lead complex projects, coordinating input from specialists, including international teams where required
Demonstrate strong project management across multiple concurrent assignments

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays (ability to purchase up to 10 days of additional leave)
Bike to work scheme
Agile working
Opportunities to share knowledge and perspectives at all levels
Autonomy to drive career forward
Formal mentoring and coaching

Fulltime

Private Client Tax Manager

Location

United Kingdom , London

Salary:

70000.00 - 90000.00 GBP / Year

IN2 Consult

Expiration Date

Until further notice

Requirements

CTA qualified
Experience in private client tax within practice
Strong client-facing and relationship management skills
Ambitious and keen to progress

Job Responsibility

Deliver a mix of personal tax compliance and advisory work
Advise on areas including IHT, CGT, trusts, and succession planning
Manage key client relationships and liaise with external advisers
Support Partners on complex advisory projects

What we offer

Bonus
Hybrid working (2–3 days in office)
Collaborative, sociable team environment
Clear progression to Senior Manager and Director

Fulltime

Private Client Tax Manager

We are delighted to be working with a leading firm of Chartered Accountants in M...

Location

United Kingdom , Manchester

Salary:

60000.00 - 70000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ACCA qualified (or equivalent)
Strong technical knowledge of private client tax / personal tax matters
Excellent communication and client relationship skills
Ability to manage multiple projects effectively
Must have a minimum of 4 years previous experience working within a UK Practice environment

Job Responsibility

Manage and deliver a range of private client tax advisory projects
Provide expert advice on complex tax planning matters to HNWIs and families
Lead, mentor and develop junior team members
Build and maintain strong client relationships, ensuring an exceptional level of service
Identify new business opportunities and contribute to the firm’s continued growth

What we offer

Flexible working
Company pension

Fulltime

Private Client Tax Manager

We are delighted to be supporting a leading firm of Chartered Accountants in Man...

Location

United Kingdom , Manchester

Salary:

60000.00 - 70000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

Must have a minimum of 4 years previous experience working within a UK Practice environment
ACA/ACCA/CTA qualified (or qualified by experience)
Strong technical knowledge of personal tax compliance and advisory matters
Excellent client-facing and communication skills
Ability to manage and prioritise workload effectively

Job Responsibility

Managing a portfolio of private clients, including HNWIs, business owners, and trusts
Delivering bespoke tax planning and advisory solutions
Reviewing complex compliance work prepared by junior team members
Leading, mentoring, and developing junior staff within the department
Supporting Partners with client relationship management and business development

What we offer

Flexible working
Company pension
Supportive culture
Ongoing development opportunities
Clear pathway for progression
Exposure to challenging and rewarding work
Healthy work-life balance

Fulltime

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Manager, Client Advisory & Tax

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