Senior Private Client Tax Manager

New Yesterday

We are seeking a Senior Private Client Manager to join a growing and well-regarded tax team in Winchester. This is a key role offering the opportunity to manage a diverse client portfolio, deliver high-quality tax services, and contribute to business development in a supportive, people-focused environment. Hybrid and flexible working options are available. Key Responsibilities • Manage a large portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines. • Prepare and review complex tax returns for individuals, partnerships, and companies. • Provide technical and commercial advice to clients, building long-term relationships. • Lead client meetings, business development activities, and networking initiatives. • Handle HMRC enquiries and liaise with colleagues across teams to identify cross-selling opportunities. • Manage billing, WIP, and project budgets for your portfolio. • Contribute to process improvements and ensure high-quality delivery across assignments. Candidate Requirements • Minimum 3 years post-qualified UK tax practice experience (medium or mid-tier firm). • ACA, ACCA, and/or CTA qualified. • Strong experience in private client tax; experience with trusts or agricultural/rural businesses advantageous. • Self-starter with excellent attention to detail, organisational skills, and commercial awareness. • Confident communicator with a professional, tactful, and discreet approach. • Strong IT skills and ability to work independently as well as part of a team. Employment Details & Benefits • Permanent, full-time role with hybrid working (3 days office / 2 days remote). • Flexible working around core hours (10am–4pm). • 25 days holiday plus flexible options and a dedicated Wellbeing Day. • Management Development Programme and ERIC recognition awards. • Comprehensive benefits including EAP, wellbeing platform, Health Cash Plan, pension, EV scheme, Cycle to Work, life assurance, and referral bonuses. • Opportunity to work with a varied client base and a talented, experienced team. Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful
Location:
Winchester
Salary:
£50,000 - £70,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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