Private Client Tax Manager / Senior Manager

Butler Rose Ltd; Wilmslow; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A reputable firm of accountants in Wilmslow is seeking a Private Client Tax Manager/Senior Manager to manage a diverse portfolio of private client tax cases. The ideal candidate will have at least 5 years of tax advisory experience, strong technical knowledge, and excellent communication skills. This role comes with benefits like hybrid working options and career development opportunities in a friendly environment.

Benefits

25 days' holiday plus bank holidays

One extra day of holiday for your birthday

Private medical insurance after 2 years

Additional holidays after 3 years

Qualifications

• Minimum of 5 years' tax advisory experience required.
• Experience in managing client portfolios including high-net-worth individuals.
• Strong understanding of personal tax issues such as CGT and IHT.

Responsibilities

• Manage a portfolio of private client tax cases.
• Review and prepare self-assessment tax returns.
• Provide advice on personal tax issues.
• Liaise with HMRC and handle enquiries.
• Oversee workflow and junior team members' work.

Skills

Strong technical knowledge in private client tax

Excellent communication skills

Experience in tax advisory

Education

CTA qualified (or working towards)

Job description

Private Client Tax Manager / Senior Manager

Wilmslow

Up to £60,000

Butler Rose are recruiting for a Tax Manager / Senior Tax Manager for our client in Wilmslow, a reputable and friendly firm of accountants. The firm has an established private client base, including high-net-worth individuals, business owners, and professionals across sectors such as property, retail, and financial services.

This is a fantastic opportunity for someone with at least 5 years' experience in tax advisory who enjoys working closely with a wide range of clients on complex and interesting matters.

Benefits

• 25 days' holiday plus bank holidays
• One extra day of holiday for your birthday
• Additional days holiday after 3 years' service, up to a maximum of 30 days per year
• Private medical insurance after 2 years' service
• Hybrid/flexible working options
• Friendly and supportive team environment

What you'll be doing

• Managing a portfolio of private client tax cases, including HNWIs, business owners, partners, and trusts
• Reviewing and preparing self‑assessment tax returns and related compliance work
• Providing advice on a range of personal tax issues including CGT, IHT, and residence/domicile
• Liaising with HMRC on behalf of clients and handling enquiries
• Overseeing workflow and reviewing work prepared by junior team members
• Assisting with tax planning projects and ad‑hoc advisory work
• Ensuring deadlines are met and maintaining excellent client service standards

What we're looking for

• CTA qualified (or working towards) with a minimum of 5 years' tax advisory experience
• Strong technical knowledge in private client tax
• Excellent communication skills, with the ability to explain complex issues clearly to clients
• Experience working in practice, ideally at manager level, though strong tax seniors or assistant managers will also be considered

If you're looking for a varied and rewarding tax role in Wilmslow with genuine scope for career development, we'd love to hear from you. Please apply today to be considered.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.