Private Client Tax Manager

  • Location


  • Sector:

    Tax, Personal Tax

  • Job type:


  • Contact:

    Richard Kinsey

  • Contact email:


  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


Public Practice & Tax recruitment specialists Clark Wood are currently working with a leading national firm of accountants who are seeking to recruit a Personal Tax Manager to join their existing team in Cheltenham.

The role will involve managing a portfolio of personal tax clients including HNWIs, company directors and sole traders for whom you will be responsible for ensuring that all compliance work is completed accurately and efficiently through the preparation and review of personal tax computations and returns.

You will also be responsible for identifying and advising on tax planning opportunities and for undertaking specialist technical assignments as required.

The ideal candidate will be an ACA / ACCA / CTA qualified Personal Tax Manager with previous experience of managing a significant portfolio of clients.

This is a fantastic opportunity for the successful individual to join a well-regarded and forward thinking firm in a role where there will be scope for career development and progression.

Duties & Responsibilities:

Preparation and review of personal tax returns
Managing a portfolio of clients, acting as the main point of contact
Reviewing junior staff's completion of personal self-assessment tax returns
Providing guidance, training and support to junior staff
Tax planning
Provision of tax consulting work relevant to HNWI and trusts when required


ACA/ ACCA / CTA Qualified
Strong Personal Tax experience within a practice environment is essential

For further information on this role please contact Richard Kinsey - rkinsey@clark-wood.co.uk / 01173 291055

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly.