Private Client Tax Manager
Role SummaryAn 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 / DirectorMain Responsibilities1. Client ServiceAct 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 com
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