Private Client Tax Manager

Michael Page; Eastleigh; On-site; GBP 50,000 - 55,000; Full time

Job summary

A regional accountancy firm in Southampton is looking for an experienced Private Client Tax Manager to oversee a portfolio of personal tax clients. The role requires managing compliance and advisory services, ensuring accurate tax submissions, and providing strategic tax planning advice. Candidates should hold a professional qualification in tax or accounting and have a strong grasp of tax legislation. A competitive salary ranging from £50,000 to £55,000 GBP per annum is offered, along with opportunities for professional growth.

Benefits

Competitive salary

Opportunities for professional development

Comprehensive benefits package

Qualifications

• Proven experience in personal tax compliance and advisory work.
• Strong technical knowledge of tax legislation and its application.
• Excellent organisational skills to manage a portfolio of clients effectively.

Responsibilities

• Manage a portfolio of private client tax cases, ensuring compliance and timely submissions.
• Provide advisory services on personal tax matters.
• Review tax returns prepared by junior team members.

Skills

Personal tax compliance

Advisory services

Tax planning

Client relationship management

Organisational skills

Education

Professional qualification in tax or accounting (e.g., CTA, ACA, ACCA)

Job description

The Private Client Tax Manager role is ideal for a professional with expertise in personal tax compliance and advisory work. This position in Southampton requires a strong understanding of tax legislation and the ability to manage a portfolio of clients effectively.

Client Details

The employer is a strong regional accountancy firm with a well-established presence in the Southampton area. As part of a wider international organisation, the company is focused on delivering high-quality tax services to its diverse client base.

Description

• Manage a portfolio of private client tax cases, ensuring compliance and timely submissions.
• Provide advisory services on personal tax matters, including inheritance tax and capital gains tax planning.
• Review tax returns prepared by junior team members for accuracy and compliance.
• Identify opportunities for tax planning and provide tailored advice to clients.
• Act as the primary point of contact for client queries and build strong professional relationships.
• Collaborate with colleagues across the tax department to deliver excellent client service.
• Stay up to date with changes in tax legislation and ensure clients are informed of relevant updates.
• Support the development and training of junior staff within the tax team.

Profile

A successful Private Client Tax Manager should have:

• A professional qualification in tax or accounting (e.g., CTA, ACA, or ACCA).
• Proven experience in personal tax compliance and advisory work.
• Strong technical knowledge of tax legislation and its application.
• Excellent organisational skills to manage a portfolio of clients effectively.
• The ability to communicate complex tax matters clearly to clients and colleagues.
• A proactive approach to identifying tax planning opportunities.

Job Offer

• A competitive salary between £50,000 and £55,000 GBP per annum.
• Permanent position based in Southampton.
• Opportunities for professional development and career progression.
• Comprehensive benefits package (details to be confirmed).

If you are an experienced Private Client Tax Manager seeking a rewarding role and step into a progressive and growing firm, we encourage you to apply today.