Private Client Tax Manager: Lead UHNW Portfolio

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

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.