Private Client Tax Manager - Hybrid & Career Growth

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

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.