Private Client Tax Manager – Accountancy Practice

Winchester

Hybrid & Flexible Working

Competitive, based on experience

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

This is a permanent, full-time position offering ownership of a varied private client portfolio, exposure to advisory work, and the opportunity to develop business relationships, alongside hybrid and flexible working.

 The Role

As Private Client Tax Manager, your responsibilities will include:

Managing a diverse portfolio of private client tax cases with minimal supervision

Supporting Partners with compliance work and ad hoc private client tax advisory

Building and maintaining long-term client relationships, providing high-quality technical and commercial advice

Preparing and reviewing complex tax returns for individuals, partnerships, and companies

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

Liaising and negotiating with HMRC, including responding to enquiries

Managing billing and WIP for your own portfolio

Identifying and implementing process and systems improvements

Participating in business development and marketing activities, including networking

Supporting new client meetings and assisting with pricing and fee proposals

Collaborating with compliance and advisory teams to identify cross-selling opportunities

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

Candidate Profile

Fully ACA, ACCA and/or CTA qualified

Significant experience within a UK private client tax team

Proven experience managing a private client portfolio

Strong technical knowledge of UK private client tax

Experience with agricultural and rural clients preferred but not essential

Trust tax experience beneficial

What’s on Offer

Hybrid working and flexible hours

Opportunity to work closely with Partners on advisory matters

Varied role with exposure to compliance and advisory work

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