Private Client Tax Manager - Bournemouth

Clark Wood - Tax Recruitment; Bournemouth; On-site; GBP 60,000 - 80,000; Full time

Job summary

Clark Wood - Tax Recruitment is seeking a Private Client Tax Manager in Bournemouth. The role focuses on managing a portfolio of HNWIs/UHNWIs, supervising a small team and delivering self‑assessment and advisory services within a growing practice.

The ideal candidate is ATT or CTA qualified with at least 5 years’ Personal Tax experience in a practice setting, ready to take a step up or supervise at a managerial level. Bournemouth is commutable from Dorset areas.

Qualifications

• Qualified ATT or CTA with at least 5 years' experience in Personal Tax.
• Experience in private client/personal tax within a practice environment.
• Ability to supervise a small team and train staff.
• Strong technical knowledge of Self-Assessment, Income Tax, Capital Gains Tax, Inheritance Tax & Trusts.

Responsibilities

• Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.
• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
• Contribute to departmental initiatives and training programs.
• Support Tax Partners and identify cross‑selling opportunities.
• Maintain up‑to‑date technical knowledge and participate in marketing activities.

Skills

Team leadership

Tax advisory

Self-Assessment

Income Tax

Education

ATT or CTA Qualified

Job description

Private Client Tax Manager - Bournemouth

Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?

Situated in Bournemouth, this well‑known accountancy firm are currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/ managerial position. The firm have a growing client base driven by good marketing work and a high number of referrals.

The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.

Key Responsibilities:

• Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.


• Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.


• Contribute to departmental initiatives and training programs.


• Support Tax Partners and identify cross‑selling opportunities.


• Maintain up‑to‑date technical knowledge and participate in marketing activities.

Ideal Candidate:

ATT or CTA Qualified with at least 5 years' experience in Personal Tax within a practice environment.

The Bournemouth office is commutable from areas all across the Dorset area: Christchurch and Poole etc.

For further details about this role

For further information on this role please contact Rich Clark at Clark Wood - [e-mail] - DD: [phone] | Mobile: [phone]