Senior Private Client Tax Manager — Hybrid

ACCA Careers; Weybridge; Hybrid; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid working

Job summary

ACCA Careers in Weybridge is seeking a Private Client Tax Manager to lead a portfolio of private clients, delivering tailored tax advice and ensuring HMRC compliance.

You will prepare self-assessment returns, advise on inheritance tax and capital gains, and contribute to tax planning strategies while mentoring junior staff.

Hybrid working and a supportive environment offer clear opportunities for growth in a well-established practice.

Qualifications

• CTA/ATT/ACCA or equivalent professional qualifications in tax or accountancy.
• Strong technical knowledge of personal tax and related legislation.
• Proven ability to manage client relationships effectively.
• Experience delivering tax planning advice to private clients.
• Excellent attention to detail and strong analytical skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Manage a portfolio of private clients, delivering tailored tax advice and solutions.
• Prepare and review self-assessment tax returns and associated computations.
• Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
• Assist with tax planning strategies to optimise clients' financial positions.
• Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Provide support and guidance to junior team members as needed.
• Collaborate with other departments to deliver a seamless client experience.

Skills

Client relationships

Tax planning

Attention to detail

Independent working

Prioritisation

Education

CTA/ATT/ACCA

Job description

ACCA Careers in Weybridge is seeking a Private Client Tax Manager to lead a portfolio of private clients, delivering tailored tax advice and ensuring HMRC compliance.

You will prepare self-assessment returns, advise on inheritance tax and capital gains, and contribute to tax planning strategies while mentoring junior staff.

Hybrid working and a supportive environment offer clear opportunities for growth in a well-established practice.