Private Client Tax Senior Manager – Accountancy Practice

Winchester

Hybrid & Flexible Working

Competitive, based on experience

A leading accountancy and tax advisory practice with offices across Central and Southern England is continuing to grow and is now seeking a Private Client Tax Senior Manager to join its expanding Winchester Tax team.

This is a permanent, full-time role offering a high level of autonomy, client ownership, and involvement in advisory work, alongside hybrid and flexible working. The position is ideal for an experienced private client tax professional looking to play a key role in a growing practice.

 The Role

As Private Client Tax Senior Manager, your responsibilities will include:

Proactively managing a large and diverse private client tax portfolio with minimal supervision

Supporting Partners with complex compliance and ad hoc tax advisory work

Building and maintaining long-term client relationships, delivering expert technical and commercial advice

Ensuring assignments are completed to a high standard, on time, and within budget

Reviewing and preparing complex tax returns for individuals, partnerships, and companies

Liaising and negotiating with HMRC, including responding to enquiries on behalf of clients

Taking responsibility for billing, WIP management, and portfolio profitability

Identifying and implementing process and systems improvements

Participating in business development and marketing activities, including networking and events

Proactively contributing to winning new work and developing existing client relationships

Leading new client meetings, onboarding clients, and assisting with pricing and fee proposals

Collaborating with compliance teams and other departments to identify cross-selling opportunities

Promoting the firm’s services and brand to clients, prospects, and professional contacts

Maintaining up-to-date technical knowledge of UK tax legislation and economic developments

Candidate Profile

Fully ACA, ACCA and/or CTA qualified

Significant experience within a UK private client tax team

Proven ability to manage a large and complex client portfolio

Strong technical knowledge of UK private client tax

Previous experience with agricultural and rural businesses preferred but not essential

Experience working with Trusts beneficial

What’s on Offer

Hybrid working and flexible hours

Opportunity to work closely with Partners on advisory matters

Competitive salary and benefits package

Location

Winchester, Hampshire

Easily commutable from Southampton, Eastleigh, Basingstoke and surrounding areas

Next Steps

For a confidential discussion or to apply, please get in touch Jack Wood on or