Job Description
Private Client Tax Manager – Accountancy Practice
Winchester
Hybrid & Flexible Working
Competitive, based on experience
A growing accountancy and tax advisory practice with offices across Central and Southern England is seeking a Private Client Tax Manager to join its expanding Winchester Tax team.
This is a permanent, full-time position offering ownership of a varied private client portfolio, exposure to advisory work, and the opportunity to develop business relationships, alongside hybrid and flexible working.
The Role
As Private Client Tax Manager, your responsibilities will include:
Managing a diverse portfolio of private client tax cases with minimal supervision
Supporting Partners with compliance work and ad hoc private client tax advisory
Building and maintaining long-term client relationships, providing high-quality technical and commercial advice
Preparing and reviewing complex tax returns for individuals, partnerships, and companies
Ensuring assignments are completed to a high standard, on time, and within budget
Liaising and negotiating with HMRC, including responding to enquiries
Managing billing and WIP for your own portfolio
Identifying and implementing process and systems improvements
Participating in business development and marketing activities, including networking
Supporting new client meetings and assisting with pricing and fee proposals
Collaborating with compliance and advisory teams to identify cross-selling opportunities
Maintaining up-to-date technical knowledge of UK tax legislation and industry developments
Candidate Profile
Fully ACA, ACCA and/or CTA qualified
Significant experience within a UK private client tax team
Proven experience managing a private client portfolio
Strong technical knowledge of UK private client tax
Experience with agricultural and rural clients preferred but not essential
Trust tax experience beneficial
What’s on Offer
Hybrid working and flexible hours
Opportunity to work closely with Partners on advisory matters
Varied role with exposure to compliance and advisory work
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