Private Client Tax Manager - South Manchester

PRO TAX; Stockport; On-site; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Competitive salary and benefits

Bonus potential

Varied advisory-focused work

Career progression opportunities

Collaborative environment

Exposure to complex private client tax

Job summary

PRO TAX in the South Manchester area is seeking a Private Client Tax Manager to oversee a diverse portfolio of high-net-worth individuals, entrepreneurs, and estates, delivering bespoke tax planning and advisory solutions across personal tax matters.

You'll act as the main client contact, review personal tax returns and trusts, liaise with HMRC, mentor junior staff, and contribute to business development while enjoying a competitive salary (£55,000-£65,000), benefits and a bonus.

Qualifications

• CTA/ACA/ATT/ACCA qualifications.
• Experience in private client tax within practice.
• Experience managing HNW/entrepreneurial clients and signing personal tax returns.

Responsibilities

• Manage a portfolio of HNWIs, entrepreneurs, families, trusts and estates.
• Act as the primary contact for clients on personal tax matters.
• Deliver tax planning and advisory projects covering IHT, CGT and income tax.
• Review personal tax and trust returns, ensuring compliance.
• Develop and maintain long-term client relationships.
• Liaise with HMRC on behalf of clients.
• Identify tax planning opportunities and provide commercial advice.
• Mentor junior staff and review their work.
• Attend client meetings and contribute to business development.

Skills

Client relationship management

HNW portfolio handling

Advisory mindset

Education

CTA, ACA, ATT, ACCA

Job description

Private Client Tax Manager
South Manchester
£55,000 - £65,000 + Benefits + Bonus

Are you a Private Client Tax Manager looking for a role that offers a genuine mix of compliance, advisory work and client relationship management?

This is an excellent opportunity to manage a diverse portfolio of high-net-worth individuals, entrepreneurs, owner-managed businesses, trusts and estates, whilst delivering bespoke tax planning and advisory solutions across a broad range of personal tax matters.

Key responsibilities:

• Manage a portfolio of HNWIs, entrepreneurs, families, trusts and estates.
• Act as the primary point of contact for clients on a range of personal tax matters.
• Deliver tax planning and advisory projects covering inheritance tax, capital gains tax and income tax.
• Review personal tax returns, trusts and estate returns, ensuring compliance obligations are met.
• Develop and maintain strong long-term client relationships.
• Liaise directly with HMRC on behalf of clients.
• Identify tax planning opportunities and provide commercially focused advice.
• Support and mentor junior members of the tax team.
• Review work prepared by junior staff and assist with their professional development.
• Attend client meetings and contribute to wider business development activities.

To be successful in this role you will have:

• CTA, ACA, ATT, ACCA
• Strong experience within Private Client Tax gained in practice.
• Experience managing a portfolio of HNW and entrepreneurial clients and experience signing out personal tax returns
• A sound understanding of UK personal tax legislation and compliance requirements.
• Exposure to advisory projects, including IHT, CGT and income tax planning.
• Excellent communication and relationship-building skills.
• Strong organisational skills with the ability to manage multiple priorities.
• A proactive, client-focused and commercially minded approach.

Benefits for you:

• Competitive salary and benefits package.
• A varied portfolio with a strong advisory focus.
• Opportunities to work closely with senior stakeholders and key decision-makers.
• Ongoing professional development and career progression.
• A collaborative and supportive working environment.
• Exposure to complex and interesting private client tax work.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.