Private Client Tax Manager

Role Summary

An established accountancy practice is seeking an experienced Private Client Tax Manager to take responsibility for a well-maintained portfolio of personal tax clients, following the retirement of a senior team member.

The role begins with a strong focus on delivering high-quality client service and ensuring full compliance across the portfolio. Over time, the position will expand to include greater leadership responsibilities within the Private Client team, including developing junior staff, overseeing workflow, and contributing to process and system improvements. This is an excellent opportunity for someone who wants to combine hands-on technical work with team leadership and strategic input.

Reports to: Partner / Director

Main Responsibilities

1. Client Service

• Act as the primary point of contact for a portfolio of personal tax clients throughout the year.
• Manage all aspects of personal tax compliance, including preparing computations, self-assessment returns, MTD submissions, and CGT returns. This may also involve preparing accounts for simple sole traders and partnerships.
• Support a broad range of compliance areas where required, including Trusts, IHT, ERS, and ATED.
• Participate in tax advisory work, either leading assignments or supporting senior colleagues depending on complexity.
• Plan and organise your portfolio effectively, allocating work to junior team members where appropriate.
• Monitor progress of all returns to ensure timely, efficient, and budget-compliant completion in line with client expectations.
• Take full ownership of billing and budgeting for your client portfolio.
• Maintain open communication with senior leadership regarding upcoming work, WIP, and any issues affecting clients or the role.
• Contribute to a safe and healthy working environment in line with statutory responsibilities.

2. Team Leadership

• Supervise junior team members assisting with compliance work.
• Over time, take on formal line management responsibilities, including conducting appraisals and supporting professional development.

3. Technical Expertise

• Maintain strong and up-to-date technical knowledge of personal tax legislation and best practice.
• Attend CPD courses and undertake relevant research to ensure consistently high standards of work.

Key Skills and Experience

• ATT or CTA qualified, with 5+ years of post-qualification experience in personal tax.
• Experience in related areas such as Trusts, Estates, IHT, ATED, or ERS is desirable.
• Able to work independently, taking ownership of tasks while escalating issues appropriately.
• Motivated by progression and professional development.
• Strong communication skills, both written and verbal, with clients and colleagues.
• Solution-focused approach to problem-solving.
• Ability to manage multiple projects and collaborate effectively within a team.
• High attention to detail and adherence to process and procedure.
• Strong organisational skills, with the ability to prioritise and meet deadlines.
• Commercial awareness and a proactive approach to portfolio management.