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Private Client Tax Senior Manager / Director

Truro Circa £70,000 – £105,000

This firm has established one of the most respected private client practices in Cornwall, serving an enviable portfolio of high-net-worth individuals, landed estates, and local entrepreneurs. They are now looking for a senior leader, at either Senior Manager or Director level, to help drive the strategic direction of the Truro tax team. This is a role for a professional who wants to be a prominent figure in the local market, offering high-level advisory solutions while being backed by a top-tier national resource.

The Role

  • Lead the delivery of complex private client tax advisory services, focusing on IHT planning, capital gains tax mitigation, and offshore/onshore trust structures
  • Own and grow a significant portfolio of private clients, acting as a trusted advisor to families across generations
  • Direct the technical quality of the compliance function, providing oversight and mentorship to Managers and Seniors in the Truro office
  • Work closely with the Partners to drive business development, identifying tax planning opportunities and building referral networks with solicitors and land agents
  • Play a key role in the firm's leadership team, contributing to resource planning, team development, and the overall growth of the South West service line

About You

  • Qualified with substantial post-qualification experience in private client tax
  • Currently operating at Senior Manager or Director level within a practice environment
  • Technically excellent across personal tax and trusts, with the ability to navigate complex legislation and provide clear, commercial advice
  • A credible senior presence with the relationship-building skills to manage high-value clients and lead a team

Why This Role

For a senior tax professional, Truro offers a unique opportunity to handle advisory work of real quality without the Bristol or London commute. The firm has a genuine succession plan in place, and for the right individual, the path to Partnership is both clear and actively supported. This is a chance to lead a high-performing team in a location that offers an unrivalled quality of life.

All applications are handled in strict confidence. Your details are not passed to the client without your prior agreement.

Interested?

All applications are handled directly and treated in strict confidence. Your details are not passed to the client without your prior agreement.

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Applications go through Lackie Search Partners. Your details are not shared with any firm without your agreement.

All applications are treated in strict confidence. Every application is reviewed personally before any contact is made with the hiring practice.