Private Client Tax Manager – Bournemouth
Are you an experienced Private Client and Personal Tax professional looking for a role offering genuine career progression?
Situated in Bournemouth, this well‑known accountancy firm are currently recruiting for a technically strong Private Client Tax Manager. The role would suit either a qualified Manager looking to take their next step, or someone already working in a supervisory/ managerial position. The firm have a growing client base driven by good marketing work and a high number of referrals.
The successful applicant will be responsible for a portfolio of HNWIs & UHNWIs and will report into the Tax Partner. You will be tasked with supervising a small team, working on ad hoc tax advisory projects as well as other compliance focused areas (Income Tax, Capital Gains Tax, Inheritance Tax & Trusts). You will also be expected to conduct technical research for the use and benefit of your team.
Key Responsibilities:
- Manage a private client portfolio, focusing on self‑assessment tax returns and advisory services.
- Supervise Tax Seniors and Trainees, providing guidance and reviewing their work.
- Contribute to departmental initiatives and training programs.
- Support Tax Partners and identify cross‑selling opportunities.
- Maintain up‑to‑date technical knowledge and participate in marketing activities.
Ideal Candidate:
ATT or CTA Qualified with at least 5 years’ experience in Personal Tax within a practice environment.
The Bournemouth office is commutable from areas all across the Dorset area: Christchurch and Poole etc.
For further details about this role
For further information on this role please contact Rich Clark at Clark Wood – richard@clark-wood.co.uk – DD: +44 (0) 117 329 1052 | Mobile: +44 (0) 7796 543596
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