Private Client Tax Manager

TN United Kingdom; Portsmouth; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading accountancy firm in the South-East is seeking a Tax Team Lead to manage a diverse portfolio of private clients, trusts, and partnerships. This role involves both advisory and compliance work, ensuring exceptional client service while supervising junior staff. The ideal candidate will be a qualified Tax Advisor with strong analytical skills and a proactive attitude, ready to contribute to the team's success.

Benefits

Dress for your day policy

Paid overtime

Qualifications

• Experience in a private client/personal tax environment in practice.
• Proficiency with tax preparation software and HMRC online services.

Responsibilities

• Managing annual tax returns for assigned clients.
• Liaising with HM Revenue & Customs on behalf of clients.
• Training and supervising junior staff.

Skills

Organisational Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Client Service Orientation

Education

Qualified Tax Advisor (ATT/CTA)

Tools

Tax Preparation Software

HMRC Online Services

Job description

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You'll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients, playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work.

You will manage the portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client’s unique circumstances. Additionally, you will help train and supervise junior staff.

Responsibilities

• Managing annual tax returns for assigned clients
• Liaising with HM Revenue & Customs on behalf of clients
• Handling a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work
• Addressing client issues and queries promptly
• Maintaining regular contact with clients
• Managing billing responsibilities for your portfolio of clients, trusts, and partnerships
• Collaborating with the team to meet deadlines and exceed client expectations
• Training and supervising junior staff

Requirements

• Strong team mentality with the ability to work independently
• Qualified Tax Advisor (ATT/CTA) or qualified by experience
• Experience in a private client/personal tax environment in practice
• Proficiency with tax preparation software and HMRC online services
• Excellent organisational skills and experience managing a busy client portfolio
• Attention to detail and strong analytical and problem-solving skills
• Confident and adaptable communication skills, both written and verbal
• Proactive and determined attitude
• Strong client service orientation
  
• Salary circa £50,000 - £60,000 per annum, depending on experience and qualification status
• dress for your day policy
• Paid overtime.
  

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), , or via LinkedIn for a confidential conversation.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).