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Senior private client tax manager

Winchester
Permanent
The Clear
Tax manager
Posted: 7 January
Offer description

We are seeking a Senior Private Client Manager to join a growing and well-regarded tax team in Winchester. This is a key role offering the opportunity to manage a diverse client portfolio, deliver high-quality tax services, and contribute to business development in a supportive, people-focused environment. Hybrid and flexible working options are available. Key Responsibilities • Manage a large portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines. • Prepare and review complex tax returns for individuals, partnerships, and companies. • Provide technical and commercial advice to clients, building long-term relationships. • Lead client meetings, business development activities, and networking initiatives. • Handle HMRC enquiries and liaise with colleagues across teams to identify cross-selling opportunities. • Manage billing, WIP, and project budgets for your portfolio. • Contribute to process improvements and ensure high-quality delivery across assignments. Candidate Requirements • Minimum 3 years post-qualified UK tax practice experience (medium or mid-tier firm). • ACA, ACCA, and/or CTA qualified. • Strong experience in private client tax; experience with trusts or agricultural/rural businesses advantageous. • Self-starter with excellent attention to detail, organisational skills, and commercial awareness. • Confident communicator with a...

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