Job Description
Private Client Tax Senior Manager – Accountancy Practice
Winchester
Hybrid & Flexible Working
Competitive, based on experience
A leading accountancy and tax advisory practice with offices across Central and Southern England is continuing to grow and is now seeking a Private Client Tax Senior Manager to join its expanding Winchester Tax team.
This is a permanent, full-time role offering a high level of autonomy, client ownership, and involvement in advisory work, alongside hybrid and flexible working. The position is ideal for an experienced private client tax professional looking to play a key role in a growing practice.
The Role
As Private Client Tax Senior Manager, your responsibilities will include:
Proactively managing a large and diverse private client tax portfolio with minimal supervision
Supporting Partners with complex compliance and ad hoc tax advisory work
Building and maintaining long-term client relationships, delivering expert technical and commercial advice
Ensuring assignments are completed to a high standard, on time, and within budget
Reviewing and preparing complex tax returns for individuals, partnerships, and companies
Liaising and negotiating with HMRC, including responding to enquiries on behalf of clients
Taking responsibility for billing, WIP management, and portfolio profitability
Identifying and implementing process and systems improvements
Participating in business development and marketing activities, including networking and events
Proactively contributing to winning new work and developing existing client relationships
Leading new client meetings, onboarding clients, and assisting with pricing and fee proposals
Collaborating with compliance teams and other departments to identify cross-selling opportunities
Promoting the firm’s services and brand to clients, prospects, and professional contacts
Maintaining up-to-date technical knowledge of UK tax legislation and economic developments
Candidate Profile
Fully ACA, ACCA and/or CTA qualified
Significant experience within a UK private client tax team
Proven ability to manage a large and complex client portfolio
Strong technical knowledge of UK private client tax
Previous experience with agricultural and rural businesses preferred but not essential
Experience working with Trusts beneficial
What’s on Offer
Hybrid working and flexible hours
Opportunity to work closely with Partners on advisory matters
Competitive salary and benefits package
Location
Winchester, Hampshire
Easily commutable from Southampton, Eastleigh, Basingstoke and surrounding areas
Next Steps
For a confidential discussion or to apply, please get in touch Jack Wood on or