Private Client Tax Manager

£53,000 – £65,000 (Depending on Experience)

Location: Poole | Full-Time or Part-Time | Hybrid Working Available

We are working with a respected and growing accountancy firm in the South West, known for its commitment to personal and professional development, client service excellence, and inclusive culture. The firm’s Private Client Tax team in Poole is expanding and looking for an experienced and personable Private Client Tax Manager to manage a portfolio of high-net-worth individuals and trusts.

This is an excellent opportunity to join a firm where your voice is heard, your expertise is valued, and your career is supported at every step. Whether you’re seeking full-time or part-time hours, you’ll benefit from a collaborative environment, flexible working, and the chance to work on technically interesting client matters.

• Manage a portfolio of personal tax cases, including HNW individuals and trusts
• Draft bespoke tax advice reports on issues such as inheritance tax planning, residence, and domicile
• Provide capital gains tax advice on UK and non-UK assets including property and shares
• Oversee compliance processes including the preparation and review of self-assessment tax returns and computations
• Build and maintain strong client relationships, acting as a trusted advisor
• Review work prepared by junior team members and support their development
• Liaise confidently with clients, HMRC, solicitors, and other professional advisors
• Work collaboratively with the wider firm, especially financial planning colleagues, to offer joined-up client service
• Identify and promote additional services where appropriate
• Keep up to date with changes in tax legislation and industry developments

• ATT or CTA qualified (or equivalent) with solid post-qualification experience in private client tax
• Strong technical knowledge across personal tax, trusts, IHT, CGT, and UK residency rules
• Experience drafting tax planning reports and handling complex client queries
• Confident in managing client relationships and presenting complex information in a clear, concise way
• Familiar with relevant compliance standards and deadlines
• Organised and proactive, with the ability to manage deadlines and multiple priorities
• A team player with a collaborative approach to work
• Experience with tax software and Microsoft Office applications

• Competitive salary and annual performance review
• Contributory pension scheme
• Group life assurance (up to 4x salary)
• Group income protection
• Health cash plan to support everyday healthcare costs
• 24/7 virtual GP and employee counselling services
• Option to purchase up to 5 additional days of annual leave
• Cycle to work scheme
• Medicash Extras: discounts on shopping, gyms, and wellness services
• Recognition gifts for career and personal milestones
• One paid volunteering day per year
• Emergency financial support through internal charitable foundation
• Hybrid and flexible working arrangements
• Structured career development with ongoing learning support

If you’re a skilled and personable tax professional ready for your next challenge, this is your chance to grow within a highly supportive, forward-thinking firm.