Private Client Tax Manager - Bournemouth

Clark Wood; Bournemouth; On-site; GBP 70,000 - 110,000; Full time

Job summary

Clark Wood in Bournemouth is seeking a technically strong Private Client Tax Manager to oversee a portfolio of HNWIs and UHNWIs, reporting to the Tax Partner. The role includes supervising a small team and handling ad hoc tax advisory work as well as compliance tasks.

The ideal candidate will be ATT or CTA qualified with at least 5 years' experience in Personal Tax within a practice environment. The Bournemouth office is commutable from Dorset areas including Christchurch and Poole.

Qualifications

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

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.

Education

ATT or CTA Qualified

Job description

Private Client Tax Manager - Bournemouth

• Location

  Bournemouth

• Sector:

  Tax ,Personal Tax ,Private Client Tax

• Contract Type:

  Permanent

• Salary:

  Highly Competitive

• Contact:

  Richard Clark

• Contact email:

  [e-mail]

• Contact phone:

  01173 291052

• Published:

  about 1 month ago

• Expiry date:

  2026-09-15

• Startdate:

  2026-08-03 00:00:00

• Consultant:

  Richard Clark

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, contact:

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

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