Private Client Tax Manager - Peterborough

Clark Wood - Tax Recruitment; Peterborough; On-site; GBP 70,000 - 90,000; Full time

Job summary

Clark Wood - Tax Recruitment in Peterborough is seeking a technically strong Private Client Tax Manager for a well-known accountancy firm. You will manage a portfolio of HNWIs and UHNWIs, supervise a small tax team, and report to the Tax Partner.

The role involves advisory and compliance work across Income Tax, Capital Gains Tax, Inheritance Tax and Trusts, with opportunities to contribute to training and marketing. ATT or CTA with 5+ years in personal tax in practice is ideal.

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.

Skills

Private client tax

Team leadership

Education

ATT or CTA qualification

Job description

Private Client Tax Manager - Peterborough

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.