Private Client Tax Manager
Overview A well-established and growing accountancy firm is seeking a Private Client Tax Manager to join its team. This role offers the opportunity to manage a varied portfolio of clients while delivering high-quality personal tax compliance and advisory services. You'll play a key role in building client relationships, supporting junior staff, and contributing to the continued growth of the tax function.
The Role
You will take ownership of a portfolio of private clients, ensuring compliance obligations are met while also identifying and delivering advisory opportunities.
Key responsibilities include:
* Managing a portfolio of private clients, including HNWIs and complex cases
* Reviewing personal tax returns and ensuring compliance with UK tax regulations
* Providing advice on a range of personal tax matters and planning opportunities
* Building strong, long-term client relationships and acting as a key point of contact
* Reviewing work-in-progress and supporting billing processes
* Contributing to business development, including proposals and client meetings
* Leading, mentoring, and reviewing the work of junior team members
* Supporting workflow planning and ensuring deadlines are met
About You
* Professionally qualified (ATT/CTA/ACA/ACCA or equivalent) or qualified by experience
* Strong background in private client tax within practice
* Confident managing client relationships and handling complex queries
* Good technical knowledge with the ability to research and apply tax legislation
* Strong communication skills, able to explain complex issues clearly
* Organised, proactive, and comfortable managing multiple priorities
* Experience supporting or mentoring junior staff
What's on Offer
* Competitive salary and benefits package
* Clear progression opportunities
* A mix of compliance and advisory work
* Supportive and collaborative team environment
* Flexible and hybrid working options