Private Client Tax Manager

Michael Page; Weybridge; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Career growth opportunities

Job summary

Michael Page is seeking a Private Client Tax Manager in Weybridge to manage a portfolio of private clients, delivering tailored tax advice and ensuring HMRC compliance.

You will prepare self-assessment returns, advise on inheritance tax and capital gains, support junior team members, and collaborate with colleagues in a hybrid, client‑facing environment that offers career growth. The role requires strong technical knowledge and excellent client management.

Qualifications

• CTA/ATT/ACCA or equivalent professional tax qualifications.
• Strong knowledge of personal tax legislation and HMRC rules.
• Experience advising private clients on tax planning.
• Proven ability to manage client relationships and deliver tailored advice.
• Attention to detail and analytical mindset.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Manage a portfolio of private clients, delivering tailored tax advice and solutions.
• Prepare and review self-assessment tax returns and associated computations.
• Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
• Assist with tax planning strategies to optimise clients' financial positions.
• Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Provide support and guidance to junior team members as needed.
• Collaborate with other departments to deliver a seamless client experience.

Skills

CTA/ATT/ACCA

Personal tax knowledge

Client relationship management

Tax planning experience

Attention to detail

Independent working

Education

CTA/ATT/ACCA

Job description

This is an excellent opportunity for a Private Client Tax Manager to take on a key role within a professional services firm in Weybridge. You will be responsible for managing a portfolio of private clients, providing high-quality tax advice, and ensuring compliance with relevant regulations.

Client Details

Our client is a well established accountancy practice in Weybridge. They are committed to providing expert advice and tailored solutions to their diverse client base.

Description

• Manage a portfolio of private clients, delivering tailored tax advice and solutions.
• Prepare and review self-assessment tax returns and associated computations.
• Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
• Assist with tax planning strategies to optimise clients' financial positions.
• Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Provide support and guidance to junior team members as needed.
• Collaborate with other departments to deliver a seamless client experience.

Profile

A successful Private Client Tax Manager should have:

• Professional qualifications in tax or accountancy, such as CTA, ATT, or ACCA.
• Strong technical knowledge of personal tax and associated legislation.
• Proven ability to manage client relationships effectively.
• Experience in delivering tax planning advice to private clients.
• Excellent attention to detail and strong analytical skills.
• Ability to work independently and manage multiple priorities efficiently.

Job Offer

• Competitive salary ranging from £60,000 to £70,000 per annum.
• Opportunity to work with a respected professional services firm in Weybridge.
• Supportive and collaborative working environment.
• Potential for career growth and development within the tax department.
• Hybrid working.