Private Client Tax Manager

Autograph Recruitment; Nether Stowey; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

23 days holidays

Private healthcare

Employee Assistance Programme

Pension with death in service

Job summary

Autograph Recruitment in Somerset is seeking a Private Client Tax Manager to join an established accountancy practice. The role offers full-time or part-time consideration, with a collaborative team and exposure to diverse high-net-worth clients.

You will manage a portfolio, prepare personal tax returns, and support advisory work while leveraging technology and regional expertise. In-office role with flexible arrangements and clear progression opportunities.

Qualifications

• Minimum 5+ years experience in a similar tax-focused role.
• Strong practical knowledge of personal tax compliance.
• Experience managing client relationships.
• Background within an accountancy practice environment.

Responsibilities

• Manage a portfolio of private clients with senior leadership support
• Prepare personal tax returns and computations within deadlines
• Serve as a key contact, building strong client relationships
• Support clients across all tax affairs, including advisory work
• Proactively manage workflows and prioritise day-to-day tasks
• Assist with ad hoc projects such as tax enquiries, disclosures, and international tax matters
• Contribute to process improvements and use of technology within the team

Job description

Private Client Tax Manager Somerset (Full-Time / Part-Time Considered)

A well-established and growing accountancy practice in Somerset is looking to recruit an experienced Private Client Tax professional to join their expanding team.

This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals.

The Role

• Managing your own portfolio of private clients, with support from senior leadership
• Preparing personal tax returns and computations within deadlines
• Acting as a key point of contact, building strong client relationships
• Supporting clients across all aspects of their tax affairs, including advisory work
• Proactively managing workflows and prioritising day-to-day tasks
• Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters
• Contributing to process improvements and use of technology within the team

Working Environment

The firm has a strong team-focused culture and values in-office collaboration. While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role.

You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career.

Experience Required

• Minimum 5+ years experience in a similar tax-focused role
• Strong practical knowledge of personal tax compliance
• Experience managing client relationships
• Background within an accountancy practice environment

Personal Attributes

• Self-motivated and proactive
• Strong communication and interpersonal skills
• High level of professionalism and confidentiality
• Excellent attention to detail and organisational skills
• Positive, personable, and team-oriented approach

Salary & Benefits

• Salary from circa £45,000+ (pro rata), depending on experience
• 23 days holiday + bank holidays (with increases for service)
• Holiday carry-over option
• Private healthcare
• Employee Assistance Programme
• Pension with death in service benefit
• Additional incentive/commission schemes

Additional Information

• Full-time (35 hours) or part-time (minimum 28 hours) considered
• Office-based role in Somerset
• Strong progression and development opportunities available