Private Client Tax Manager - Peterborough

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

Private Client Tax Manager - Peterborough

• Location

  Peterborough




• Sector:

  Tax , Personal Tax , Private Client Tax




• Contract Type:

  Permanent




• Salary:

  Highly Competitive




• Contact:

  Richard Clark




• Contact email:

  [e-mail]




• Contact phone:

  01173 291052




• Startdate:

  2026-09-27 00:00:00

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

Situated in Peterborough, 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 Peterborough office is commutable from areas all over Cambridgeshire, Stamford, Market Deeping, March, Huntingdon, Spalding 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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