Private Client Tax Manager (Part-Time)

Poole Permanent £50,000 - £55,000 per year View Job Description
This part-time Private Client Tax Manager role offers an excellent opportunity to manage and advise on a wide range of private client tax matters. You will play a key role in providing expert guidance to both historic and new clients, coordinating compliance work for juniors/trainees and develop your leadership capabilities.
  • Utilise your wealth of experience while enjoying the freedom of a part-time role
  • Enjoy the benefits and flexibility of a modern, people-first organisation

About Our Client

This organisation is a well-established, Top-20 accountancy firm with a strong reputation for delivering high-quality tax and advisory solutions. They are a national organisation with a commitment to providing exceptional services to their clients.

Job Description

  • Manage a portfolio of private clients, ensuring their tax affairs are in compliance with current legislation.
  • Provide expert advice on personal tax matters, including inheritance tax and capital gains tax planning.
  • Prepare and review self-assessment tax returns and related computations.
  • Identify tax planning opportunities and advise clients accordingly.
  • Liaise directly with clients and HMRC, building strong working relationships.
  • Provide technical support to junior team members and assist in their development.
  • Keep up-to-date with changes in tax legislation and communicate updates to clients and team members.
  • Support the wider tax team in delivering exceptional client service.

The Successful Applicant

A successful Private Client Tax Manager should have:

  • A professional tax or accounting qualification such as CTA, ATT, or ACCA.
  • Strong technical knowledge of private client tax legislation and planning.
  • Experience in managing a portfolio of private clients.
  • Excellent communication skills, both written and verbal.
  • The ability to build and maintain client relationships effectively.
  • A proactive approach to identifying tax planning opportunities.
  • Experience in mentoring or supervising junior team members.

What's on Offer

  • Competitive salary starting from £50,000 GBP per annum (FTE).
  • Part-time, permanent position with flexible working arrangements.
  • Comprehensive benefits package (details to be confirmed).
  • Opportunities for professional development and career progression.
  • Supportive and collaborative company culture within the professional services industry.



If you are an experienced Private Client Tax Manager looking for a part-time role in a reputable professional services firm, we encourage you to apply today!

Contact
Doug McGarvey
Quote job ref
JN-022026-6940421
Phone number
07811005917

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Poole
Contract type
Permanent
Consultant name
Doug McGarvey
Consultant phone
07811005917
Job reference
JN-022026-6940421