Private Client Tax Manager (2662)

Cathedrala appointments; Poole; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A well-established Chartered Independent Financial Planning firm in the UK seeks a Private Client Tax Manager. The role offers flexibility in location and hybrid working, focusing on tax compliance and client management for high net-worth individuals. Applicants must be qualified (ATT or CTA) with prior tax compliance experience.

Benefits

Cycle to work scheme

Client and employee referral bonuses

Employee assistance program

Virtual GP

Discounted shopping portal

Qualifications

• Must possess up-to-date technical knowledge related to tax.
• Experience in a tax compliance role required.

Responsibilities

• Manage a portfolio of trust cases and high net-worth individuals.
• Draft reports and prepare self-assessment tax returns.
• Maintain direct contact with clients and HMRC.

Skills

Tax compliance

Client management

Report drafting

Organizational skills

Education

ATT or CTA qualified

Job description

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Client:

Location:

Poole, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

70fcf6689de9

Job Views:

10

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

Competitive Salary | Hybrid | Flexible Locations

Our client, a well-established Chartered Independent Financial Planning firm is looking for an experienced Private Client Tax Manager to join the team.

The role offers Flexibility in location as well as Hybrid working.

Branch Locations – Truro, Poole & Salisbury

Private Client Tax Manager responsibilities include: -

• Manage a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services, including IHT planning, residence and domicile, and CGT advice.
• Draft reports and letters, prepare self-assessment tax returns, CGT 30-day reports, and handle Trust and IHT compliance.
• Request, collate, and maintain client information while confidently corresponding with clients and addressing their inquiries.
• Maintain direct contact with clients, HMRC, solicitors, and other professional services firms to deliver excellent client service.

Private Client Tax Manager requirements include: -

• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
• Previous experience in a tax compliance role and drafting reports
• Understanding of compliance standards imposed by the various regulatory authorities for tax
• Organised and able to plan time efficiently to meet deadlines –particularly during the January tax return season

Your Benefits for a Private Client Tax Manager include but are not limited to: -

• Cycle to work scheme
• Client and employee referral bonuses
• Employee assistance program
• Virtual GP
• Discounted shopping portal

Note on Sponsorship: We regret to inform you that currently, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.