Private Client Tax Manager - Lead & Develop Team

Clark Wood Limited; Peterborough; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Job summary

Clark Wood Limited is recruiting a Private Client Tax Manager in Peterborough. You will oversee self-assessment and advisory work for a portfolio of HNWIs, reporting to the Tax Partner and guiding junior staff. The role offers progression within a growing practice with a strong client base.

The ideal candidate is ATT/CTA qualified with 5+ years in Personal Tax and will contribute to technical research and team development. Peterborough office is commutable from surrounding areas.

Qualifications

• ATT or CTA qualified with at least 5 years' Personal Tax experience in a practice environment.
• Experience managing private client tax portfolios and advisory projects.
• Strong technical research skills and up-to-date knowledge of tax legislation.

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

Client portfolio management

Private Client tax

Self-assessment returns

Advisory services

Team supervision

Education

ATT or CTA Qualified with 5+ years Personal Tax experience

Job description

Clark Wood Limited is recruiting a Private Client Tax Manager in Peterborough. You will oversee self-assessment and advisory work for a portfolio of HNWIs, reporting to the Tax Partner and guiding junior staff. The role offers progression within a growing practice with a strong client base.

The ideal candidate is ATT/CTA qualified with 5+ years in Personal Tax and will contribute to technical research and team development. Peterborough office is commutable from surrounding areas.