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Private Client Tax Manager

Insite Public Practice Recruitment Limited

Private Client Tax Manager

Overview
A well-established and growing accountancy firm is seeking a Private Client Tax Manager to join its team. This role offers the opportunity to manage a varied portfolio of clients while delivering high-quality personal tax compliance and advisory services. You'll play a key role in building client relationships, supporting junior staff, and contributing to the continued growth of the tax function.

The Role

You will take ownership of a portfolio of private clients, ensuring compliance obligations are met while also identifying and delivering advisory opportunities.

Key responsibilities include:

  • Managing a portfolio of private clients, including HNWIs and complex cases
  • Reviewing personal tax returns and ensuring compliance with UK tax regulations
  • Providing advice on a range of personal tax matters and planning opportunities
  • Building strong, long-term client relationships and acting as a key point of contact
  • Reviewing work-in-progress and supporting billing processes
  • Contributing to business development, including proposals and client meetings
  • Leading, mentoring, and reviewing the work of junior team members
  • Supporting workflow planning and ensuring deadlines are met
About You
  • Professionally qualified (ATT/CTA/ACA/ACCA or equivalent) or qualified by experience
  • Strong background in private client tax within practice
  • Confident managing client relationships and handling complex queries
  • Good technical knowledge with the ability to research and apply tax legislation
  • Strong communication skills, able to explain complex issues clearly
  • Organised, proactive, and comfortable managing multiple priorities
  • Experience supporting or mentoring junior staff
What's on Offer
  • Competitive salary and benefits package
  • Clear progression opportunities
  • A mix of compliance and advisory work
  • Supportive and collaborative team environment
  • Flexible and hybrid working options