Private Client Tax Manager - Southampton

Pro-Tax; Eastleigh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading tax advisory firm in Eastleigh is hiring a Private Client Tax Team Manager. This role involves managing complex personal tax issues while providing high-quality advisory services to clients. Candidates should be CTA qualified with significant experience in delivering advisory projects alongside compliance. Join a collaborative team making a real difference in clients' financial affairs.

Qualifications

• Strong technical expertise in private client tax at Manager level.
• Experience delivering advisory projects alongside compliance.
• Ability to manage client relationships and communicate clearly.

Responsibilities

• Act as a trusted advisor to private clients in tax planning.
• Manage personal tax compliance and identify advisory value.
• Develop and mentor junior team members.

Skills

Tax planning

Client relationship management

Advisory services

Mentoring

Compliance

Education

CTA qualified (or equivalent)

Job description

Overview

Private Client Tax Team - Manager (Southampton)

Are you ready to deepen your advisory experience while building trusted relationships with high-calibre clients? This Private Client Team works with a broad spectrum of individuals, trustees, partnerships, sole traders, and family businesses—supporting them not only in meeting their compliance obligations but also in navigating complex advisory matters. As a Manager within the Private Client Tax team, you'll play a key role in leading advisory engagements, helping clients anticipate, plan for, and respond to tax developments in a way that protects and grows their wealth. This role offers genuine breadth, giving you the opportunity to manage complex personal tax issues, contribute to strategic planning, and provide trusted counsel on succession, structuring, residency, and more.

What You'll Be Doing

• Acting as a trusted advisor to a portfolio of private clients, delivering high-quality tax planning and advisory services in areas such as inheritance tax, capital gains, trusts, non-domicile matters, and business succession.
• Managing and reviewing the personal tax compliance process while identifying opportunities to add advisory value.
• Working closely with partners and directors on high-level planning projects and technical advisory work, often involving multi-generational wealth, family businesses, or international aspects.
• Developing and mentoring junior team members, fostering a learning environment with a strong focus on technical growth and client interaction.
• Building and nurturing strong client relationships, and playing a key role in business development and the expansion of our advisory offering.
• Collaborating with other departments to provide joined-up advice that reflects the full picture of a client's financial affairs.

What We're Looking For

• CTA qualified (or equivalent) with strong technical expertise in private client tax, ideally at Manager level.
• Significant experience delivering advisory projects alongside compliance, with a commercial mindset and ability to tailor advice to client goals.
• Proven ability to manage client relationships, communicate technical information clearly, and build trust through insightful, client-focused service.
• A proactive and collaborative approach, with the confidence to identify planning opportunities and lead on their implementation.
• A passion for mentoring, coaching, and helping others develop their advisory skillset.
• Ready to accelerate your advisory career while working closely with clients who value long-term relationships and insightful counsel? Join us and be part of a collaborative, expert-driven team making a real difference in clients' lives.

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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.