Private Client Tax Manager

Overview

You will manage a portfolio of private clients within a leading accountancy firm, delivering compliant tax services and strategic advisory. You will act as a key contact for clients, collaborating with colleagues to provide high-quality guidance while meeting HMRC deadlines. The role combines compliance, planning opportunities, and relationship building to support client growth. You work in a supportive, collaborative tax team and have clear opportunities for progression. This role offers exposure to high-net-worth clients and a varied mix of tasks in a dynamic environment.

Pay / Benefits

• Flexible and hybrid working arrangements
• Competitive salary and benefits package
• Ongoing technical and professional development
• Supportive and collaborative team culture
• Exposure to a varied client portfolio
• Clear opportunities for career progression

Responsibilities

• Manage a portfolio of private clients and serve as primary point of contact
• Deliver a mix of personal tax compliance and advisory work
• Identify tax planning opportunities and assess broader tax risks for clients
• Build and maintain strong, long-term client relationships
• Manage workflow and ensure HMRC deadlines are met
• Review the work of junior team members and provide guidance
• Collaborate with the wider tax team on complex client matters
• Monitor portfolio performance, productivity and profitability

Key requirements

• CTA, ACA, ACCA or equivalent qualification
• Experience managing a portfolio of private client tax matters
• Strong technical knowledge of personal tax
• Exposure to both compliance and advisory work
• Excellent communication and relationship-building skills
• Ability to research and interpret complex tax legislation
• Experience reviewing work and supporting junior colleagues
• Commercial and client-focused approach

• communication
• relationship-building
• client-focused
• personal tax technical knowledge
• tax compliance
• tax advisory

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