Private Client Tax manager

Insite Group; Poole; Hybrid; GBP 44,523 - 48,233; Full time

Benefits offered by this job

Career progression opportunities

Ongoing professional development

Flexible working arrangements

Job summary

A respected chartered accountancy practice in Poole is looking for an ambitious tax professional to manage a portfolio of high-net-worth clients. You'll provide tax planning advice and build strong relationships while working in a supportive team. Candidates should have an ATT or CTA qualification and experience in private client tax. This is a great opportunity for career growth within a collaborative working environment.

Qualifications

• Previous experience in private client tax within an accounting practice.
• Strong technical knowledge across personal taxation.
• Ability to communicate complex tax matters clearly.

Responsibilities

• Manage a portfolio of high-net-worth individuals.
• Prepare and review personal tax returns.
• Provide proactive tax planning advice.

Skills

Client-facing skills

Tax planning knowledge

Attention to detail

Team collaboration

Education

ATT or CTA qualification

Job description

Overview

My client, a well-established and highly regarded chartered accountancy practice based in Poole, is looking to expand their private client tax team due to continued growth and client demand. This is an excellent opportunity for an ambitious tax professional to join a supportive environment where you'll work with interesting, high-net-worth clients while developing your career.

The Role: You'll be joining a busy and dynamic team, taking ownership of a varied portfolio of private clients. This isn't just a compliance role - you'll be providing valuable tax planning advice and building strong client relationships. The successful candidate will have the opportunity to work on complex and interesting matters while being supported in their professional development.

Base pay range

$60,000.00/yr - $65,000.00/yr

Direct message the job poster from Insite Group

What You'll Be Doing

• Managing your own portfolio of high-net-worth individuals, families, and trusts
• Preparing and reviewing personal tax returns and trust returns
• Providing proactive tax planning advice on inheritance tax, capital gains, and income tax matters
• Handling complex cases, including non-domiciled clients and international structures
• Building and maintaining strong client relationships as their trusted advisor
• Supervising junior staff and contributing to their development
• Keeping up-to-date with tax legislation and advising clients on changes
• Supporting the team with HMRC enquiries and investigations

What They're Looking For

• ATT or CTA qualified - preferably
• Previous experience in private client tax within an accounting practice or similar professional environment
• Strong technical knowledge across personal taxation
• Excellent client-facing skills with the ability to communicate complex tax matters clearly
• Someone who can work independently but also collaborate effectively within a team
• A keen eye for detail and commitment to delivering high-quality work

Why This Opportunity Stands Out

My client really invests in their people; they offer genuine career progression opportunities, ongoing professional development, and a collaborative working environment. The Poole office has a great reputation locally, and you'll be working alongside experienced professionals who are committed to delivering exceptional client service.

They're also flexible with working arrangements and understand the importance of work-life balance, particularly for experienced professionals looking to take the next step in their career.

Next Steps

This is a fantastic opportunity that won't stay available for long. If you're an ATT or CTA qualified tax professional with private client experience and you're ready for your next career move, I'd love to hear from you.

Please get in touch for a confidential discussion about this role and your career aspirations.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting