The Opportunity

An opportunity has arisen for an experienced Private Client Tax Manager to join a growing tax team. You will manage a portfolio of private clients, delivering a mix of personal tax compliance and advisory services while supporting the development of junior colleagues.

The role offers the opportunity to build strong client relationships, provide specialist tax advice and contribute to the growth of the team.

Key Responsibilities

• Manage a portfolio of private clients, overseeing personal tax compliance and advisory work.
• Identify tax planning opportunities and potential tax issues.
• Advise clients on personal tax matters and resolve queries.
• Ensure client work is completed accurately and HMRC deadlines are met.
• Work closely with colleagues across the wider tax team.
• Review work completed by junior team members and provide guidance and feedback.
• Monitor workloads, productivity and work in progress.
• Build strong client relationships and contribute to revenue and profitability targets.
• Support workflow planning and the development of team members.

What We’re Looking For

• CTA, ACA, ACCA, CA or equivalent qualified.
• Experience in personal tax, private client tax or mixed tax within an accountancy practice.
• Strong technical knowledge of personal tax legislation and tax planning.
• Experience managing a client portfolio and advising clients.
• Excellent communication and organisational skills.
• Experience reviewing work and supporting junior colleagues.
• A proactive, commercially aware approach to client service.