Private Client Tax Manager

ICAEW; Stockport; Hybrid; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid and flexible working

Competitive salary and benefits

Opportunities to develop advisory経験

Job summary

ICAEW in Stockport is seeking a Private Client Tax Manager to lead a portfolio of private clients and deliver a high-quality tax service within a collaborative team.

You will manage client relationships, review compliance work, and contribute to advisory projects. The role offers hybrid and flexible working and the chance to shape the private client service to your experience and career goals.

Qualifications

• Strong experience within personal/private client tax, ideally in an accountancy practice or professional services.
• Comfortable managing your own portfolio and building client relationships.
• CTA qualification would be highly desirable, but experienced candidates with a strong private tax background will be considered.

Responsibilities

• Manage a varied portfolio of private and personal tax clients.
• Oversee and review personal tax compliance work.
• Manage client relationships and act as a key point of contact.
• Support and review the work of more junior team members.
• Identify opportunities to provide additional tax advice to clients.
• Contribute to advisory projects where appropriate to your experience.
• Collaborate with senior team on more complex client matters.
• Help develop and grow the private client offering.

Skills

Private client tax

Client management

Tax planning

Education

CTA qualification

Job description

Your new company

A well-established and highly regarded accountancy practice in Stockport is looking to appoint a Private Client Tax Manager to join its growing tax team. The firm has built a strong reputation across the North West for providing high-quality advice to a varied client base, while offering a supportive and collaborative environment for its people.This is a particularly flexible opportunity, with the firm keen to speak with experienced personal tax professionals from both compliance-focused and advisory-led backgrounds. Whether your strengths sit in managing complex personal tax compliance or you have developed broader advisory experience, the role can be shaped around your skill set and longer-term career aspirations.

Your new role

As a Private Client Tax Manager, you will take responsibility for managing a portfolio of private clients and play an important role in delivering a high-quality service alongside the wider tax team.

• Managing a varied portfolio of private and personal tax clients
• Overseeing and reviewing personal tax compliance work
• Managing client relationships and acting as a key point of contact
• Supporting and reviewing the work of more junior members of the team
• Identifying opportunities to provide additional tax advice to clients
• Becoming involved in advisory projects where appropriate to your experience
• Working closely with senior members of the tax team on more complex client matters
• Contributing to the continued development and growth of the private client offering

The firm is open-minded around the balance of the position. Candidates who enjoy the compliance and client management side of personal tax are encouraged to apply, as are those looking for a role with a greater emphasis on tax planning and advisory work.

What you'll need to succeed

You will have strong experience within personal/private client tax, ideally gained within an accountancy practice or professional services environment. You should be comfortable managing your own portfolio and developing strong relationships with clients.CTA qualification would be highly desirable, although experienced candidates with a strong personal tax background will also be considered.Above all, the firm is looking for someone who enjoys working closely with clients, can take ownership of their portfolio and wants to become an established part of the wider tax team.

What you'll get in return

• A competitive salary and benefits package
• Hybrid and flexible working
• A role that can be shaped around your tax experience and strengths
• Exposure to a varied and interesting private client portfolio
• Opportunities to develop further advisory experience if desired
• Genuine scope for longer-term progression
• A supportive and collaborative team environment