Private Client Tax Senior Manager

Reed; Cheltenham; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading accountancy firm in Cheltenham is seeking a Private Client Tax Senior Manager to manage high-net-worth portfolios and provide expert tax advice. This role requires strong knowledge of UK tax legislation and offers flexibility, career progression, and a competitive salary package. Ideal candidates are CTA, ACA, or ACCA qualified with extensive personal tax experience.

Benefits

Competitive salary

Performance bonus

Comprehensive benefits package

Flexible working options

Qualifications

• Extensive experience in personal tax within a UK accountancy practice.
• Confidence managing complex client portfolios.
• Excellent communication, leadership, and organisational skills.

Responsibilities

• Manage a portfolio of high-net-worth individuals, trusts, and estates.
• Provide strategic tax planning advice.
• Review complex personal tax returns.

Skills

Expert tax compliance

Strategic tax planning

Client management

Strong technical knowledge of UK tax legislation

Leadership skills

Proficiency in tax software

Education

CTA, ACA or ACCA qualification

Tools

Microsoft Office

Job description

The Role

As a Private Client Tax Senior Manager, you will:

• Manage a portfolio of high-net-worth individuals, trusts, and estates, delivering expert tax compliance and advisory services
• Provide strategic tax planning advice, including inheritance tax, capital gains tax, and residence/domicile matters
• Review complex personal tax returns and oversee the work of junior staff
• Build and maintain strong client relationships, acting as a trusted advisor
• Collaborate with partners on business development and contribute to the growth of the private client offering
• Stay up to date with changes in tax legislation and ensure compliance across all engagements

About You

You are CTA, ACA or ACCA qualified and:

• Have extensive experience in personal tax within a UK accountancy practice
• Possess strong technical knowledge of UK tax legislation affecting individuals, trusts, and estates
• Are confident managing complex client portfolios and delivering high-quality advice
• Have excellent communication, leadership, and organisational skills
• Are proficient in tax software and Microsoft Office tools
• Thrive in a collaborative and professional team environment

Why Join?

• Be part of a well-established and growing firm with a strong reputation in the Cheltenham area
• Enjoy a clear progression path with opportunities to move into Director-level roles
• Benefit from a supportive culture that values expertise, development, and work-life balance
• Work in a modern office with flexible and hybrid working options
• Receive a competitive salary, performance bonus, and comprehensive benefits package

Ready to take the next step in your private client tax career? Apply now to join a firm that invests in your future.