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private client tax manager trusts and estates
Addington Ball Recruitment Ltd
Private Client Tax Manager - Trusts and Estates
Addington Ball Recruitment Ltd Shrewsbury, Shropshire
If you've built your career in private client tax and enjoy helping families navigate some of life's most important financial decisions, this could be the opportunity you've been looking for. This is more than a compliance role. It's your chance to become a trusted adviser to high-net-worth individuals, trustees and executors, providing expert guidance on trusts, estates and inheritance tax while b click apply for full job details
Aug 11, 2026
Full time
If you've built your career in private client tax and enjoy helping families navigate some of life's most important financial decisions, this could be the opportunity you've been looking for. This is more than a compliance role. It's your chance to become a trusted adviser to high-net-worth individuals, trustees and executors, providing expert guidance on trusts, estates and inheritance tax while b click apply for full job details
Oscar Wood
Private Client Tax Manager - Brighton
Oscar Wood Brighton, Sussex
Private Client Tax Manager - Brighton Location: Brighton, East Sussex Job Type: Permanent Hybrid Working Salary: Competitive Salary + Excellent Benefits We are recruiting a Private Client Tax Manager on behalf of a highly regarded accountancy and business advisory firm in Brighton. This is an excellent opportunity to join a growing Private Client Tax team, managing a portfolio of high-net-worth individuals, families, trusts, estates, and business owners while delivering a mix of advisory and compliance services. The Role Working closely with Partners and Directors, you will: Manage a portfolio of private clients, trusts, and estates Deliver private client tax advisory projects Review personal tax returns and complex tax computations Advise on Capital Gains Tax (CGT), Inheritance Tax (IHT), Trusts, and Estate Planning Build strong client relationships and attend client meetings Prepare technical reports and tax advice Identify tax planning opportunities Support and mentor junior team members About You You'll have: CTA, ATT, ACA or ACCA qualification (or equivalent experience) Strong UK Private Client Tax experience Knowledge of CGT, IHT, Trusts, and Estate Planning Experience managing both compliance and advisory work Excellent communication and client relationship skills A proactive and commercial approach Candidates with a strong compliance background who are looking to develop their advisory experience are also encouraged to apply. What's on Offer Hybrid and flexible working Competitive salary and benefits High-quality private client portfolio Significant advisory exposure Ongoing professional development Clear career progression Supportive and collaborative team Location Brighton, East Sussex Commutable from Hove, Worthing, Lewes, Burgess Hill, Haywards Heath, Shoreham-by-Sea , and surrounding areas. Apply For a confidential discussion or to apply, contact Jack Wood :
Aug 11, 2026
Full time
Private Client Tax Manager - Brighton Location: Brighton, East Sussex Job Type: Permanent Hybrid Working Salary: Competitive Salary + Excellent Benefits We are recruiting a Private Client Tax Manager on behalf of a highly regarded accountancy and business advisory firm in Brighton. This is an excellent opportunity to join a growing Private Client Tax team, managing a portfolio of high-net-worth individuals, families, trusts, estates, and business owners while delivering a mix of advisory and compliance services. The Role Working closely with Partners and Directors, you will: Manage a portfolio of private clients, trusts, and estates Deliver private client tax advisory projects Review personal tax returns and complex tax computations Advise on Capital Gains Tax (CGT), Inheritance Tax (IHT), Trusts, and Estate Planning Build strong client relationships and attend client meetings Prepare technical reports and tax advice Identify tax planning opportunities Support and mentor junior team members About You You'll have: CTA, ATT, ACA or ACCA qualification (or equivalent experience) Strong UK Private Client Tax experience Knowledge of CGT, IHT, Trusts, and Estate Planning Experience managing both compliance and advisory work Excellent communication and client relationship skills A proactive and commercial approach Candidates with a strong compliance background who are looking to develop their advisory experience are also encouraged to apply. What's on Offer Hybrid and flexible working Competitive salary and benefits High-quality private client portfolio Significant advisory exposure Ongoing professional development Clear career progression Supportive and collaborative team Location Brighton, East Sussex Commutable from Hove, Worthing, Lewes, Burgess Hill, Haywards Heath, Shoreham-by-Sea , and surrounding areas. Apply For a confidential discussion or to apply, contact Jack Wood :
Signet Resources
Private Client Tax Manager
Signet Resources Reading, Berkshire
Private Client Tax Manager Thames Valley Hybrid A well-established and highly regarded independent accountancy firm is looking to appoint an experienced Private Client Tax Manager into a key leadership role within its growing tax team. This position offers the opportunity to take ownership of a varied portfolio covering individuals, trusts, estates and partnerships, while also playing a central role in developing the team and helping drive improvements across the wider tax function. The role includes exposure to a broad range of private client matters including CGT, IHT, trusts, residence and domicile issues, alongside responsibility for reviewing complex self-assessment returns and overseeing employment-related compliance. You'll work closely with senior leadership, act as a trusted adviser to clients and mentor junior team members, making this an excellent opportunity for someone seeking greater visibility and long-term progression. The successful candidate will be CTA qualified (or equivalent) with strong private client tax experience, excellent communication skills and previous experience managing client portfolios and supervising staff. The firm offers a collaborative culture, strong technical work, hybrid flexibility and a competitive salary and benefits package. If you'd like to explore this role, hit apply and we'll be in touch to arrange a conversation and brief you fully on the position and company.
Aug 10, 2026
Full time
Private Client Tax Manager Thames Valley Hybrid A well-established and highly regarded independent accountancy firm is looking to appoint an experienced Private Client Tax Manager into a key leadership role within its growing tax team. This position offers the opportunity to take ownership of a varied portfolio covering individuals, trusts, estates and partnerships, while also playing a central role in developing the team and helping drive improvements across the wider tax function. The role includes exposure to a broad range of private client matters including CGT, IHT, trusts, residence and domicile issues, alongside responsibility for reviewing complex self-assessment returns and overseeing employment-related compliance. You'll work closely with senior leadership, act as a trusted adviser to clients and mentor junior team members, making this an excellent opportunity for someone seeking greater visibility and long-term progression. The successful candidate will be CTA qualified (or equivalent) with strong private client tax experience, excellent communication skills and previous experience managing client portfolios and supervising staff. The firm offers a collaborative culture, strong technical work, hybrid flexibility and a competitive salary and benefits package. If you'd like to explore this role, hit apply and we'll be in touch to arrange a conversation and brief you fully on the position and company.
Pro-Finance
Personal Tax Manager
Pro-Finance Witney, Oxfordshire
Personal Tax Manager Witney £55,000 - £60,000 A well-established independent accountancy firm in Witney is looking to strengthen its private client tax team with the appointment of a Personal Tax Manager. This is an excellent opportunity for somebody who enjoys building long-term client relationships and wants exposure to a genuinely broad range of private client work within a supportive and flexible environment. The role offers a mix of compliance management and advisory involvement, with work spanning HNW individuals, trusts, estates, inheritance tax planning, CGT and international matters. The Opportunity You will take ownership of your own client portfolio whilst working closely with highly experienced senior tax professionals on more complex planning and advisory projects. Responsibilities will include: Managing a portfolio of private clients Reviewing self-assessment tax returns Advising clients on personal tax planning matters Capital gains tax and inheritance tax work Trust and estate tax matters Supporting with probate-related tax work Developing and maintaining strong client relationships Liaising with solicitors and other professional advisers Assisting junior members of the team where required About the Firm This is a collaborative and personable firm with a strong reputation across Oxfordshire. The culture is relaxed and adult-to-adult, with people trusted to manage their workload independently rather than being heavily micromanaged. The tax team handles a high-quality and varied client base, and there is strong technical support internally for somebody wanting to further develop advisory experience over time. Hybrid working is fully embedded, and the firm is also open-minded around flexible and part-time arrangements. About You The firm is flexible on qualifications and would consider ATT, CTA or qualified by experience candidates. You will ideally have: Solid personal tax experience gained within practice Experience managing your own portfolio Strong compliance knowledge Some exposure to advisory/project work Good communication and client-facing skills The ability to work independently and manage deadlines effectively Previous exposure to trusts, estates or probate work would be advantageous, although not essential. What's on Offer £55,000 - £60,000 salary depending on experience Hybrid working (2 days WFH) 5 weeks holiday Summer early-finish Fridays Genuine flexibility around working arrangements Broad and interesting private client work Long-term progression potential within the team If you would like to find out more, please get in touch for a confidential conversation. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Aug 09, 2026
Full time
Personal Tax Manager Witney £55,000 - £60,000 A well-established independent accountancy firm in Witney is looking to strengthen its private client tax team with the appointment of a Personal Tax Manager. This is an excellent opportunity for somebody who enjoys building long-term client relationships and wants exposure to a genuinely broad range of private client work within a supportive and flexible environment. The role offers a mix of compliance management and advisory involvement, with work spanning HNW individuals, trusts, estates, inheritance tax planning, CGT and international matters. The Opportunity You will take ownership of your own client portfolio whilst working closely with highly experienced senior tax professionals on more complex planning and advisory projects. Responsibilities will include: Managing a portfolio of private clients Reviewing self-assessment tax returns Advising clients on personal tax planning matters Capital gains tax and inheritance tax work Trust and estate tax matters Supporting with probate-related tax work Developing and maintaining strong client relationships Liaising with solicitors and other professional advisers Assisting junior members of the team where required About the Firm This is a collaborative and personable firm with a strong reputation across Oxfordshire. The culture is relaxed and adult-to-adult, with people trusted to manage their workload independently rather than being heavily micromanaged. The tax team handles a high-quality and varied client base, and there is strong technical support internally for somebody wanting to further develop advisory experience over time. Hybrid working is fully embedded, and the firm is also open-minded around flexible and part-time arrangements. About You The firm is flexible on qualifications and would consider ATT, CTA or qualified by experience candidates. You will ideally have: Solid personal tax experience gained within practice Experience managing your own portfolio Strong compliance knowledge Some exposure to advisory/project work Good communication and client-facing skills The ability to work independently and manage deadlines effectively Previous exposure to trusts, estates or probate work would be advantageous, although not essential. What's on Offer £55,000 - £60,000 salary depending on experience Hybrid working (2 days WFH) 5 weeks holiday Summer early-finish Fridays Genuine flexibility around working arrangements Broad and interesting private client work Long-term progression potential within the team If you would like to find out more, please get in touch for a confidential conversation. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
TPF Recruitment
Private Client Tax Manager
TPF Recruitment Brighton, Sussex
TPF Recruitment is delighted to be supporting a well established independent accountancy practice in Brighton with the recruitment of a Personal Tax Manager. Our client is a highly regarded firm with around 40 members of staff, known for its friendly culture, collaborative environment and excellent staff retention. The firm operates from a bright, open plan office and promotes a supportive team atmosphere. Hybrid working is available, allowing up to two days per week from home. This is a key hire for the firm and a unique opportunity for an experienced personal tax professional to take ownership of the entire personal tax portfolio, working closely with partners and a team of cross trained general practice accountants who assist with compliance work where required. The Role As Personal Tax Manager, you will oversee the firm's personal tax function, managing a varied portfolio of private clients while ensuring compliance deadlines are met and clients receive high quality tax advice. The role will combine hands on compliance work with advisory responsibilities and oversight of junior support where appropriate. This position would suit someone who enjoys autonomy, responsibility and being a trusted point of contact for both clients and colleagues. Key Responsibilities Preparing, completing and submitting self assessment tax returns for a varied portfolio including individuals, partnerships, landlords, estates, trusts and high net worth individuals. Managing the day to day running of trusts, including maintaining trust cash books, dealing with trustee queries, calculating distributions, and preparing trust accounts and trust tax returns. Calculating capital gains tax liabilities, including the preparation and submission of 60 day CGT returns where required. Providing clients with guidance on residency, inheritance tax and capital gains tax matters, escalating complex advisory work to partners where necessary. Acting as the primary point of contact for personal tax clients, maintaining regular communication and building strong long term relationships. Managing work in progress levels and ensuring billing is kept up to date, working closely with partners to maintain efficient workflow. Supporting and mentoring a junior member of staff, reviewing work where appropriate and providing technical guidance. Liaising with the wider accounts team to ensure personal tax implications are considered in broader client matters. Identifying potential tax planning opportunities and assisting with ad hoc advisory projects. Keeping up to date with changes in personal tax legislation and HMRC guidance to ensure the firm remains compliant and clients receive proactive advice. Supporting the partners in developing and improving internal personal tax processes and procedures. Requirements About You Experience working within a UK accountancy practice in a personal tax focused role. A relevant professional qualification such as ATT, CTA or ACCA/ACA is essential. Strong experience preparing self assessment tax returns and trust tax work. Experience managing or supporting junior staff members. Good knowledge of capital gains tax, inheritance tax and residency matters. Strong organisational skills with the ability to manage your own workload and deadlines. Confident communicator with the ability to build strong client relationships. Benefits Salary and Benefits Salary between £45,000 and £60,000, depending on experience. Hybrid working with two days per week from home. Friendly and supportive working environment. Bright, open plan Brighton based office. Excellent staff retention and collaborative culture. A famously strong office tea culture and a genuinely enjoyable place to work. Please contact Mark Sitton on or via
Aug 08, 2026
Full time
TPF Recruitment is delighted to be supporting a well established independent accountancy practice in Brighton with the recruitment of a Personal Tax Manager. Our client is a highly regarded firm with around 40 members of staff, known for its friendly culture, collaborative environment and excellent staff retention. The firm operates from a bright, open plan office and promotes a supportive team atmosphere. Hybrid working is available, allowing up to two days per week from home. This is a key hire for the firm and a unique opportunity for an experienced personal tax professional to take ownership of the entire personal tax portfolio, working closely with partners and a team of cross trained general practice accountants who assist with compliance work where required. The Role As Personal Tax Manager, you will oversee the firm's personal tax function, managing a varied portfolio of private clients while ensuring compliance deadlines are met and clients receive high quality tax advice. The role will combine hands on compliance work with advisory responsibilities and oversight of junior support where appropriate. This position would suit someone who enjoys autonomy, responsibility and being a trusted point of contact for both clients and colleagues. Key Responsibilities Preparing, completing and submitting self assessment tax returns for a varied portfolio including individuals, partnerships, landlords, estates, trusts and high net worth individuals. Managing the day to day running of trusts, including maintaining trust cash books, dealing with trustee queries, calculating distributions, and preparing trust accounts and trust tax returns. Calculating capital gains tax liabilities, including the preparation and submission of 60 day CGT returns where required. Providing clients with guidance on residency, inheritance tax and capital gains tax matters, escalating complex advisory work to partners where necessary. Acting as the primary point of contact for personal tax clients, maintaining regular communication and building strong long term relationships. Managing work in progress levels and ensuring billing is kept up to date, working closely with partners to maintain efficient workflow. Supporting and mentoring a junior member of staff, reviewing work where appropriate and providing technical guidance. Liaising with the wider accounts team to ensure personal tax implications are considered in broader client matters. Identifying potential tax planning opportunities and assisting with ad hoc advisory projects. Keeping up to date with changes in personal tax legislation and HMRC guidance to ensure the firm remains compliant and clients receive proactive advice. Supporting the partners in developing and improving internal personal tax processes and procedures. Requirements About You Experience working within a UK accountancy practice in a personal tax focused role. A relevant professional qualification such as ATT, CTA or ACCA/ACA is essential. Strong experience preparing self assessment tax returns and trust tax work. Experience managing or supporting junior staff members. Good knowledge of capital gains tax, inheritance tax and residency matters. Strong organisational skills with the ability to manage your own workload and deadlines. Confident communicator with the ability to build strong client relationships. Benefits Salary and Benefits Salary between £45,000 and £60,000, depending on experience. Hybrid working with two days per week from home. Friendly and supportive working environment. Bright, open plan Brighton based office. Excellent staff retention and collaborative culture. A famously strong office tea culture and a genuinely enjoyable place to work. Please contact Mark Sitton on or via
Acorn by Synergie
Tax Manager
Acorn by Synergie Exeter, Devon
Tax Manager Personal Tax Manager Private Client Tax Manager Assistant Tax Manager Tax Senior Exeter 40,000- 50,000 per annum + Comprehensive Benefits Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a growing and highly regarded professional services firm for a Tax Manager to join their team in Exeter . This is an excellent opportunity for an experienced Tax Manager , Assistant Tax Manager , or ambitious Tax Senior looking to step into a management role. You'll work with a diverse portfolio of private clients, business owners, and trusts, delivering a varied mix of compliance and advisory services while developing your technical expertise within a supportive and collaborative tax team. Working on complex and rewarding client matters, you'll become a trusted adviser and play a key role in the continued growth and success of the department. Key Duties Manage a portfolio of clients and act as the main point of contact for tax-related matters. Deliver a mix of personal tax compliance and advisory services. Support complex tax planning projects and provide tailored advice to clients. Review tax returns and oversee the delivery of high-quality technical work. Coach and mentor junior team members, supporting their professional development. Contribute to the ongoing growth and development of the tax function. Build and maintain strong, long-term client relationships. Requirements Previous experience in a tax-focused role at Tax Senior , Assistant Manager , or Manager level. ATT and/or CTA qualified. Strong technical knowledge of personal tax compliance and advisory services. Experience reviewing tax returns and managing more complex client matters. Desire to develop expertise in overseas and non-residential tax services. Excellent organisational skills with the ability to manage multiple priorities. Strong written and verbal communication skills. Proven ability to build and maintain excellent client relationships. Desirable Experience Exposure to trusts, estates, and probate work. Experience supporting tax advisory projects. Previous mentoring or supervisory experience. Experience with overseas and non-residential tax services. What We Offer Salary of 40,000- 50,000 per annum , depending on experience. Hybrid and flexible working arrangements. Annual salary reviews. Generous annual leave plus bank holidays. Life assurance cover. Health and wellbeing support programmes. Employee Assistance Programme (EAP). Holiday purchase scheme. Cycle to Work scheme. Private medical insurance options. Enhanced family-friendly benefits. Pension scheme with increasing employer contributions linked to length of service. Employee referral and incentive schemes. Interested? If you're looking for your next opportunity as a Tax Manager , Personal Tax Manager , Private Client Tax Manager , Assistant Tax Manager , or Tax Senior in Exeter , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment. Acorn by Synergie acts as an employment agency for permanent recruitment.
Aug 08, 2026
Full time
Tax Manager Personal Tax Manager Private Client Tax Manager Assistant Tax Manager Tax Senior Exeter 40,000- 50,000 per annum + Comprehensive Benefits Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a growing and highly regarded professional services firm for a Tax Manager to join their team in Exeter . This is an excellent opportunity for an experienced Tax Manager , Assistant Tax Manager , or ambitious Tax Senior looking to step into a management role. You'll work with a diverse portfolio of private clients, business owners, and trusts, delivering a varied mix of compliance and advisory services while developing your technical expertise within a supportive and collaborative tax team. Working on complex and rewarding client matters, you'll become a trusted adviser and play a key role in the continued growth and success of the department. Key Duties Manage a portfolio of clients and act as the main point of contact for tax-related matters. Deliver a mix of personal tax compliance and advisory services. Support complex tax planning projects and provide tailored advice to clients. Review tax returns and oversee the delivery of high-quality technical work. Coach and mentor junior team members, supporting their professional development. Contribute to the ongoing growth and development of the tax function. Build and maintain strong, long-term client relationships. Requirements Previous experience in a tax-focused role at Tax Senior , Assistant Manager , or Manager level. ATT and/or CTA qualified. Strong technical knowledge of personal tax compliance and advisory services. Experience reviewing tax returns and managing more complex client matters. Desire to develop expertise in overseas and non-residential tax services. Excellent organisational skills with the ability to manage multiple priorities. Strong written and verbal communication skills. Proven ability to build and maintain excellent client relationships. Desirable Experience Exposure to trusts, estates, and probate work. Experience supporting tax advisory projects. Previous mentoring or supervisory experience. Experience with overseas and non-residential tax services. What We Offer Salary of 40,000- 50,000 per annum , depending on experience. Hybrid and flexible working arrangements. Annual salary reviews. Generous annual leave plus bank holidays. Life assurance cover. Health and wellbeing support programmes. Employee Assistance Programme (EAP). Holiday purchase scheme. Cycle to Work scheme. Private medical insurance options. Enhanced family-friendly benefits. Pension scheme with increasing employer contributions linked to length of service. Employee referral and incentive schemes. Interested? If you're looking for your next opportunity as a Tax Manager , Personal Tax Manager , Private Client Tax Manager , Assistant Tax Manager , or Tax Senior in Exeter , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment. Acorn by Synergie acts as an employment agency for permanent recruitment.
Bennett and Game Recruitment LTD
Personal Tax Manager
Bennett and Game Recruitment LTD Luton, Bedfordshire
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Aug 08, 2026
Full time
Position: Personal Tax Manager Location: Luton Package: Up to 62,000, Hybrid working, 25 days plus BH, life assurance, and much more Working Hours: Full time, Mon-Fri, 9am-5pm A new opportunity is available within a highly reputable, growing, medium sized Accountancy Practice. This role involves managing a varied portfolio of private clients, including HNW individuals, trusts, and estates. This is a key role for the firm, offering responsibility, client exposure, and opportunities for progression The role is paying up to 62k, with hybrid working flexibility, extensive holiday allowance, life assurance, paid overtime, and much more. It is well suited to an experienced tax professional, with a passion within personal tax. If you are looking to take the next step within a truly progressive firm, then this is the role for you Personal Tax Manager Job Responsibilities Manage a diverse portfolio of personal tax clients (including HNWIs, directors, owner-managed businesses, trusts, and estates) and act as the primary point of contact for clients and advisers Build strong client relationships while identifying tax planning opportunities and supporting advisory and trust-related projects Oversee preparation and review of personal, trust, and estate tax returns, ensuring compliance with income tax, CGT, and IHT obligations Manage HMRC correspondence, enquiries, disclosures, and investigations, ensuring deadlines and budgets are met Provide technical expertise across personal tax, trusts, estates, and residency matters, including research and interpretation of legislation and HMRC guidance Support advisory work on trust structures, succession planning, and communicate legislative updates to clients and the team Lead, supervise, and develop junior staff, including workflow planning, reviewing work, and delivering training Ensure compliance with professional standards and internal procedures, maintaining accurate documentation and supporting quality assurance initiatives Personal Tax Manager Job Requirements CTA qualified, or ACA / ACCA qualified with significant personal tax and trust experience Strong experience within a UK accountancy or tax practice Good technical knowledge of UK personal tax, trust, and estate taxation Experience managing a personal tax and trust client portfolio Strong organisational and time management skills Familiarity with personal tax and trust software such as CCH, IRIS, TaxCalc, or similar, is desirable Personal Tax Manager Salary & Benefits Salary ranging from 51,000 - 62,000 depending on experience Flexible working, along with hybrid arrangements for qualified staff members Annual leave starting at 25 days (plus statutory bank holidays) Holiday purchase scheme We offer paid overtime - rare in our sector we know! A group income protection insurance scheme Life assurance at four times basic annual salary Auto enrolment pension scheme Employee Assistance Programme for challenging situations whether they be personal or work related Full study support for professional qualifications where relevant Professional subscriptions fees paid Onsite parking Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Fletcher George Recruitment Ltd
Private Client Tax Manager
Fletcher George Recruitment Ltd
Private Client Tax Manager - London£70,000 - £75,000 + Benefits Hybrid Working Flexible Working Career Progression Salary and Benefits Salary guide set by Fletcher George of £70,000 - £75,000, depending on experience Hybrid and flexible working 25 days holiday plus Bank Holidays Private Medical Insurance Life Insurance Pension scheme Employee wellbeing initiatives Ongoing professional development Career progression opportunities Supportive and forward-thinking firm culture London office with excellent public transport links A Private Client Tax Manager opportunity in London offering high-quality private client work, hybrid working and genuine long-term career progression within a modern and growing accountancy firm. This role would suit a CTA qualified tax professional who is currently operating at Assistant Manager level and looking to step up, or an established Private Client Tax Manager seeking a fresh challenge within a progressive and highly regarded firm. Based in London with excellent access to public transport links, the role offers hybrid and flexible working, a supportive team culture and the opportunity to work with an impressive private client portfolio. The successful individual will advise a varied client base including Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and their associated companies, as well as a broad range of owner-managed businesses. The firm has ambitious plans for the future and is looking to further strengthen its Private Client Tax team. Fletcher George is delighted to be supporting this appointment and would welcome conversations with experienced private client tax professionals who are considering their next move. The Opportunity Working closely with experienced Partners and senior colleagues, you will manage your own portfolio of private clients and become actively involved in a range of advisory projects. This is a role with strong client contact, technical variety and scope for continued development. You will have the opportunity to build long-term client relationships, support junior team members and play an important part in the continued growth of the Private Client team. The firm has created an environment where people can build rewarding careers while maintaining a healthy work-life balance. The Partners recognise long-term success is achieved by supporting their people both professionally and personally, and they actively promote flexible working practices rather than a culture of excessive hours. Key Responsibilities Managing a varied portfolio of private clients and acting as a primary point of contact Preparing and reviewing complex Self Assessment tax returns Advising clients on personal tax matters including Income Tax, Capital Gains Tax, Inheritance Tax and residence issues Undertaking tax planning and advisory assignments, both independently and alongside colleagues Liaising with HMRC regarding a wide range of private client tax matters Ensuring tax payments, filings and compliance obligations are completed within statutory deadlines Carrying out technical research to support complex tax matters Providing guidance and support to junior team members Assisting with the technical and professional development of junior colleagues Working closely with colleagues across the wider firm and identifying opportunities to introduce clients to other specialist services About You You will be CTA qualified and currently working within Private Client Tax, Personal Tax or a Mixed Tax environment. You may already be working as a Private Client Tax Manager, Personal Tax Manager, Tax Assistant Manager, Mixed Tax Manager or Private Client Assistant Manager, and you will be looking for a role which offers quality clients, flexibility and long-term career progression. You will bring: Strong technical knowledge across personal tax Experience managing or supporting a private client tax portfolio Experience preparing and reviewing complex Self Assessment tax returns Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax Exposure to Trusts and Estates, HNWIs, entrepreneurs or business owners Excellent communication and relationship-building skills The ability to manage multiple assignments while maintaining a high level of client service A proactive and collaborative approach A genuine interest in developing within a modern and progressive professional services environment Location The role is based in London and offers hybrid and flexible working. The office has excellent public transport links and may suit candidates based in London, South West London, West London, Central London, Surrey, Middlesex, Kent, Hertfordshire or the surrounding areas. Next Steps Please apply now or contact Fletcher George for a confidential discussion about this Private Client Tax Manager job in London. This is an opportunity to join a modern and forward-thinking firm with an excellent reputation for client service, staff retention and career development. You will benefit from exposure to an impressive portfolio of Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and associated companies, while working in a supportive team where your contribution will be recognised and valued. Applicants must have the right to work in the UK. Fletcher George is acting as an Employment Agency in relation to this vacancy.
Aug 08, 2026
Full time
Private Client Tax Manager - London£70,000 - £75,000 + Benefits Hybrid Working Flexible Working Career Progression Salary and Benefits Salary guide set by Fletcher George of £70,000 - £75,000, depending on experience Hybrid and flexible working 25 days holiday plus Bank Holidays Private Medical Insurance Life Insurance Pension scheme Employee wellbeing initiatives Ongoing professional development Career progression opportunities Supportive and forward-thinking firm culture London office with excellent public transport links A Private Client Tax Manager opportunity in London offering high-quality private client work, hybrid working and genuine long-term career progression within a modern and growing accountancy firm. This role would suit a CTA qualified tax professional who is currently operating at Assistant Manager level and looking to step up, or an established Private Client Tax Manager seeking a fresh challenge within a progressive and highly regarded firm. Based in London with excellent access to public transport links, the role offers hybrid and flexible working, a supportive team culture and the opportunity to work with an impressive private client portfolio. The successful individual will advise a varied client base including Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and their associated companies, as well as a broad range of owner-managed businesses. The firm has ambitious plans for the future and is looking to further strengthen its Private Client Tax team. Fletcher George is delighted to be supporting this appointment and would welcome conversations with experienced private client tax professionals who are considering their next move. The Opportunity Working closely with experienced Partners and senior colleagues, you will manage your own portfolio of private clients and become actively involved in a range of advisory projects. This is a role with strong client contact, technical variety and scope for continued development. You will have the opportunity to build long-term client relationships, support junior team members and play an important part in the continued growth of the Private Client team. The firm has created an environment where people can build rewarding careers while maintaining a healthy work-life balance. The Partners recognise long-term success is achieved by supporting their people both professionally and personally, and they actively promote flexible working practices rather than a culture of excessive hours. Key Responsibilities Managing a varied portfolio of private clients and acting as a primary point of contact Preparing and reviewing complex Self Assessment tax returns Advising clients on personal tax matters including Income Tax, Capital Gains Tax, Inheritance Tax and residence issues Undertaking tax planning and advisory assignments, both independently and alongside colleagues Liaising with HMRC regarding a wide range of private client tax matters Ensuring tax payments, filings and compliance obligations are completed within statutory deadlines Carrying out technical research to support complex tax matters Providing guidance and support to junior team members Assisting with the technical and professional development of junior colleagues Working closely with colleagues across the wider firm and identifying opportunities to introduce clients to other specialist services About You You will be CTA qualified and currently working within Private Client Tax, Personal Tax or a Mixed Tax environment. You may already be working as a Private Client Tax Manager, Personal Tax Manager, Tax Assistant Manager, Mixed Tax Manager or Private Client Assistant Manager, and you will be looking for a role which offers quality clients, flexibility and long-term career progression. You will bring: Strong technical knowledge across personal tax Experience managing or supporting a private client tax portfolio Experience preparing and reviewing complex Self Assessment tax returns Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax Exposure to Trusts and Estates, HNWIs, entrepreneurs or business owners Excellent communication and relationship-building skills The ability to manage multiple assignments while maintaining a high level of client service A proactive and collaborative approach A genuine interest in developing within a modern and progressive professional services environment Location The role is based in London and offers hybrid and flexible working. The office has excellent public transport links and may suit candidates based in London, South West London, West London, Central London, Surrey, Middlesex, Kent, Hertfordshire or the surrounding areas. Next Steps Please apply now or contact Fletcher George for a confidential discussion about this Private Client Tax Manager job in London. This is an opportunity to join a modern and forward-thinking firm with an excellent reputation for client service, staff retention and career development. You will benefit from exposure to an impressive portfolio of Trusts and Estates, High Net Worth Individuals, entrepreneurs, business owners and associated companies, while working in a supportive team where your contribution will be recognised and valued. Applicants must have the right to work in the UK. Fletcher George is acting as an Employment Agency in relation to this vacancy.
Fletcher George Recruitment Ltd
Private Client Tax Manager
Fletcher George Recruitment Ltd Cobham, Surrey
Private Client Tax Manager Cobham, Surrey£65,000 - £85,000 Hybrid Working Excellent Benefits An exceptional opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded accountancy practice in Cobham. This is a career-defining role for an ambitious tax professional looking to work with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups whilst developing their advisory expertise within a supportive and collaborative environment. The Firm This well-established practice has built an outstanding reputation for providing first-class tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth private clients across Surrey and the South East. Known for delivering a highly personalised service, the firm combines technical excellence with long-standing client relationships, many of which span several generations. The quality of the private client work rivals that of much larger firms whilst retaining the collaborative culture and accessibility of a respected regional practice. The Team You will join an experienced and supportive Private Client Tax team, working closely with Partners and senior colleagues on a broad range of compliance and advisory matters. The team has developed an excellent reputation for delivering practical tax planning advice and enjoys genuine exposure to interesting, technically challenging assignments. The Role You will manage your own portfolio of private clients whilst supporting Partners on a wide variety of advisory projects, including: Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and family groups. Providing bespoke personal tax planning advice tailored to clients' individual circumstances. Advising on Capital Gains Tax, Inheritance Tax and succession planning. Reviewing Self Assessment Tax Returns prepared by junior members of the team. Advising on trusts, estates and wealth preservation strategies. Liaising directly with HMRC on behalf of clients. Identifying tax planning opportunities and supporting clients with commercially focused advice. Working closely with the Accounts and Corporate Tax teams to provide a joined-up service. Coaching, mentoring and developing junior members of the tax team. Building long-term client relationships and becoming a trusted adviser. About You CTA qualified or ATT or ACA / ACCA qualified with significant Private Client Tax experience. Currently working as a Tax Manager or an experienced Assistant Manager ready to take the next step. Strong technical knowledge of UK personal taxation. Experience managing a portfolio of private clients. Knowledge of Capital Gains Tax, Inheritance Tax and Trusts. Excellent communication and relationship-building skills. Commercially aware with the confidence to identify advisory opportunities. What's in it for You? Salary of £65,000 - £85,000 depending on experience. Hybrid and flexible working. Excellent career progression opportunities. Exposure to high-quality advisory work. Ongoing professional development and CPD. Friendly, collaborative team culture. Modern offices with free parking. Excellent benefits package. Commutable from: Cobham, Esher, Oxshott, Weybridge, Leatherhead, Guildford, Woking, Epsom and the surrounding Surrey areas. Why Apply? If you are looking to join a firm where your technical expertise will be recognised, your ideas valued and your career encouraged to develop, this is an opportunity not to be missed. You will work with an exceptional client portfolio, build trusted relationships and play a key role in the continued success of a respected Surrey practice. Whether you are already operating at Manager level or are an ambitious Assistant Manager ready to step into your next challenge, we would be delighted to discuss this opportunity with you in complete confidence. Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George's referral scheme is on our website.
Aug 08, 2026
Full time
Private Client Tax Manager Cobham, Surrey£65,000 - £85,000 Hybrid Working Excellent Benefits An exceptional opportunity has arisen for an experienced Private Client Tax Manager to join a highly regarded accountancy practice in Cobham. This is a career-defining role for an ambitious tax professional looking to work with an impressive portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups whilst developing their advisory expertise within a supportive and collaborative environment. The Firm This well-established practice has built an outstanding reputation for providing first-class tax and business advisory services to entrepreneurial businesses, owner-managed companies and high-net-worth private clients across Surrey and the South East. Known for delivering a highly personalised service, the firm combines technical excellence with long-standing client relationships, many of which span several generations. The quality of the private client work rivals that of much larger firms whilst retaining the collaborative culture and accessibility of a respected regional practice. The Team You will join an experienced and supportive Private Client Tax team, working closely with Partners and senior colleagues on a broad range of compliance and advisory matters. The team has developed an excellent reputation for delivering practical tax planning advice and enjoys genuine exposure to interesting, technically challenging assignments. The Role You will manage your own portfolio of private clients whilst supporting Partners on a wide variety of advisory projects, including: Managing a portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and family groups. Providing bespoke personal tax planning advice tailored to clients' individual circumstances. Advising on Capital Gains Tax, Inheritance Tax and succession planning. Reviewing Self Assessment Tax Returns prepared by junior members of the team. Advising on trusts, estates and wealth preservation strategies. Liaising directly with HMRC on behalf of clients. Identifying tax planning opportunities and supporting clients with commercially focused advice. Working closely with the Accounts and Corporate Tax teams to provide a joined-up service. Coaching, mentoring and developing junior members of the tax team. Building long-term client relationships and becoming a trusted adviser. About You CTA qualified or ATT or ACA / ACCA qualified with significant Private Client Tax experience. Currently working as a Tax Manager or an experienced Assistant Manager ready to take the next step. Strong technical knowledge of UK personal taxation. Experience managing a portfolio of private clients. Knowledge of Capital Gains Tax, Inheritance Tax and Trusts. Excellent communication and relationship-building skills. Commercially aware with the confidence to identify advisory opportunities. What's in it for You? Salary of £65,000 - £85,000 depending on experience. Hybrid and flexible working. Excellent career progression opportunities. Exposure to high-quality advisory work. Ongoing professional development and CPD. Friendly, collaborative team culture. Modern offices with free parking. Excellent benefits package. Commutable from: Cobham, Esher, Oxshott, Weybridge, Leatherhead, Guildford, Woking, Epsom and the surrounding Surrey areas. Why Apply? If you are looking to join a firm where your technical expertise will be recognised, your ideas valued and your career encouraged to develop, this is an opportunity not to be missed. You will work with an exceptional client portfolio, build trusted relationships and play a key role in the continued success of a respected Surrey practice. Whether you are already operating at Manager level or are an ambitious Assistant Manager ready to step into your next challenge, we would be delighted to discuss this opportunity with you in complete confidence. Fletcher George is an inclusive financial recruiter welcoming all applications relevant to the role. We are committed to attracting a diverse pool of applicants and to assist talent to find career opportunities in which they can thrive. We are an accountancy and finance recruitment agency acting as an Employment Agency. Referrals are welcome - you can receive up to £500 of Amazon or John Lewis vouchers when we successfully place your referral, just make sure they mention you when they register. The full details of Fletcher George's referral scheme is on our website.
Acorn by Synergie
Tax Manager
Acorn by Synergie Exeter, Devon
Tax Manager Personal Tax Manager Private Client Tax Manager Assistant Tax Manager Tax Senior Exeter £40,000-£50,000 per annum + Comprehensive Benefits Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a growing and highly regarded professional services firm for a Tax Manager to join their team in Exeter . This is an excellent opportunity for an experienced Tax Manager , Assistant Tax Manager , or ambitious Tax Senior looking to step into a management role. You'll work with a diverse portfolio of private clients, business owners, and trusts, delivering a varied mix of compliance and advisory services while developing your technical expertise within a supportive and collaborative tax team. Working on complex and rewarding client matters, you'll become a trusted adviser and play a key role in the continued growth and success of the department. Key Duties Manage a portfolio of clients and act as the main point of contact for tax-related matters. Deliver a mix of personal tax compliance and advisory services. Support complex tax planning projects and provide tailored advice to clients. Review tax returns and oversee the delivery of high-quality technical work. Coach and mentor junior team members, supporting their professional development. Contribute to the ongoing growth and development of the tax function. Build and maintain strong, long-term client relationships. Requirements Previous experience in a tax-focused role at Tax Senior , Assistant Manager , or Manager level. ATT and/or CTA qualified. Strong technical knowledge of personal tax compliance and advisory services. Experience reviewing tax returns and managing more complex client matters. Desire to develop expertise in overseas and non-residential tax services. Excellent organisational skills with the ability to manage multiple priorities. Strong written and verbal communication skills. Proven ability to build and maintain excellent client relationships. Desirable Experience Exposure to trusts, estates, and probate work. Experience supporting tax advisory projects. Previous mentoring or supervisory experience. Experience with overseas and non-residential tax services. What We Offer Salary of £40,000-£50,000 per annum , depending on experience. Hybrid and flexible working arrangements. Annual salary reviews. Generous annual leave plus bank holidays. Life assurance cover. Health and wellbeing support programmes. Employee Assistance Programme (EAP). Holiday purchase scheme. Cycle to Work scheme. Private medical insurance options. Enhanced family-friendly benefits. Pension scheme with increasing employer contributions linked to length of service. Employee referral and incentive schemes. Interested? If you're looking for your next opportunity as a Tax Manager , Personal Tax Manager , Private Client Tax Manager , Assistant Tax Manager , or Tax Senior in Exeter , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment. Acorn by Synergie acts as an employment agency for permanent recruitment.
Aug 08, 2026
Full time
Tax Manager Personal Tax Manager Private Client Tax Manager Assistant Tax Manager Tax Senior Exeter £40,000-£50,000 per annum + Comprehensive Benefits Full-Time Hybrid & Flexible Working Permanent Introduction Acorn by Synergie is recruiting on behalf of a growing and highly regarded professional services firm for a Tax Manager to join their team in Exeter . This is an excellent opportunity for an experienced Tax Manager , Assistant Tax Manager , or ambitious Tax Senior looking to step into a management role. You'll work with a diverse portfolio of private clients, business owners, and trusts, delivering a varied mix of compliance and advisory services while developing your technical expertise within a supportive and collaborative tax team. Working on complex and rewarding client matters, you'll become a trusted adviser and play a key role in the continued growth and success of the department. Key Duties Manage a portfolio of clients and act as the main point of contact for tax-related matters. Deliver a mix of personal tax compliance and advisory services. Support complex tax planning projects and provide tailored advice to clients. Review tax returns and oversee the delivery of high-quality technical work. Coach and mentor junior team members, supporting their professional development. Contribute to the ongoing growth and development of the tax function. Build and maintain strong, long-term client relationships. Requirements Previous experience in a tax-focused role at Tax Senior , Assistant Manager , or Manager level. ATT and/or CTA qualified. Strong technical knowledge of personal tax compliance and advisory services. Experience reviewing tax returns and managing more complex client matters. Desire to develop expertise in overseas and non-residential tax services. Excellent organisational skills with the ability to manage multiple priorities. Strong written and verbal communication skills. Proven ability to build and maintain excellent client relationships. Desirable Experience Exposure to trusts, estates, and probate work. Experience supporting tax advisory projects. Previous mentoring or supervisory experience. Experience with overseas and non-residential tax services. What We Offer Salary of £40,000-£50,000 per annum , depending on experience. Hybrid and flexible working arrangements. Annual salary reviews. Generous annual leave plus bank holidays. Life assurance cover. Health and wellbeing support programmes. Employee Assistance Programme (EAP). Holiday purchase scheme. Cycle to Work scheme. Private medical insurance options. Enhanced family-friendly benefits. Pension scheme with increasing employer contributions linked to length of service. Employee referral and incentive schemes. Interested? If you're looking for your next opportunity as a Tax Manager , Personal Tax Manager , Private Client Tax Manager , Assistant Tax Manager , or Tax Senior in Exeter , apply today with your up-to-date CV. Acorn by Synergie acts as an employment agency for permanent recruitment. Acorn by Synergie acts as an employment agency for permanent recruitment.
Fletcher George Recruitment Ltd
Private Client Tax Manager
Fletcher George Recruitment Ltd Woking, Surrey
Private Client Tax Manager Woking £65,000 - £85,000Hybrid Working Excellent Benefits Fletcher George are delighted to be working with a highly respected independent firm of Chartered Accountants who continue to enjoy an excellent reputation for delivering exceptional client service across Surrey and London. Their Private Client Tax team advises entrepreneurs, business owners, high-net-worth individuals, family groups, trusts and estates on a broad range of compliance and advisory matters. As the firm continues to grow, an opportunity has arisen for an experienced Private Client Tax Manager to join the team. This is a varied role offering a combination of complex compliance work together with advisory assignments. The portfolio can remain predominantly private client or can also evolve into a blended portfolio with corporate tax work depending on your experience and career aspirations. This position would suit a CTA, ACA or ACCA and/ or ATT qualified Tax professional who enjoys developing trusted client relationships and providing commercially focused advice. What is in it for you? Salary of £65,000 - £85,000 depending on experience. Hybrid and flexible working. Exposure to technically interesting clients. Genuine career progression within a successful practice. A supportive team environment. Ongoing professional development and technical training. The Role Working closely with the Partners and Directors, you will become a trusted adviser to an impressive portfolio of clients, taking ownership of both compliance and advisory work. Your responsibilities will include: Managing a portfolio of high-net-worth individuals, entrepreneurs, directors, family groups, trusts and estates. Reviewing complex Self Assessment Tax Returns and ensuring the highest standards of technical compliance. Managing Trust and Estate Tax Returns together with associated advisory work. Advising clients on Income Tax, Capital Gains Tax and Inheritance Tax planning.0 Reviewing the work of junior members of the team, providing coaching, mentoring and technical support. Building long-term relationships with clients, becoming their trusted adviser and identifying opportunities to add value. Keeping up to date with UK tax legislation and contributing to the continued development of the Tax team. For candidates who enjoy both personal and corporate taxation, there is the opportunity to manage a blended portfolio incorporating corporate tax compliance and advisory work for owner-managed businesses. About You You will be CTA qualified or ACA or ACCA qualified with significant UK Private Client Tax experience gained within an accountancy practice. You will also have: Experience managing a varied portfolio of private clients. Strong technical knowledge of Personal Tax, Capital Gains Tax, Inheritance Tax and Trust Taxation. Experience reviewing complex compliance work and delivering tax planning advice. The confidence to work directly with entrepreneurs, business owners and high-net-worth individuals. Excellent communication skills and a consultative approach to client service. A genuine interest in developing junior team members through coaching and mentoring. The Opportunity This is an outstanding opportunity to join a progressive firm where technical excellence is valued and client relationships are at the heart of everything they do. You will enjoy exposure to interesting advisory work, genuine autonomy and a clear route for career progression. Location The office is conveniently located in Woking and is easily commutable from Esher, Cobham, Leatherhead, Weybridge, Guildford, Farnborough, Camberley, West Byfleet, Walton-on-Thames and the surrounding Surrey areas. If you are an experienced Private Client Tax professional looking to join a highly regarded independent practice where your expertise will be recognised and your career can continue to develop, Fletcher George would be delighted to discuss this opportunity with you in complete confidence. We are an inclusive Surrey-based accountancy and finance recruitment consultancy acting as an employment agency. We aim to respond to all suitable applicants within 48 working hours.
Aug 08, 2026
Full time
Private Client Tax Manager Woking £65,000 - £85,000Hybrid Working Excellent Benefits Fletcher George are delighted to be working with a highly respected independent firm of Chartered Accountants who continue to enjoy an excellent reputation for delivering exceptional client service across Surrey and London. Their Private Client Tax team advises entrepreneurs, business owners, high-net-worth individuals, family groups, trusts and estates on a broad range of compliance and advisory matters. As the firm continues to grow, an opportunity has arisen for an experienced Private Client Tax Manager to join the team. This is a varied role offering a combination of complex compliance work together with advisory assignments. The portfolio can remain predominantly private client or can also evolve into a blended portfolio with corporate tax work depending on your experience and career aspirations. This position would suit a CTA, ACA or ACCA and/ or ATT qualified Tax professional who enjoys developing trusted client relationships and providing commercially focused advice. What is in it for you? Salary of £65,000 - £85,000 depending on experience. Hybrid and flexible working. Exposure to technically interesting clients. Genuine career progression within a successful practice. A supportive team environment. Ongoing professional development and technical training. The Role Working closely with the Partners and Directors, you will become a trusted adviser to an impressive portfolio of clients, taking ownership of both compliance and advisory work. Your responsibilities will include: Managing a portfolio of high-net-worth individuals, entrepreneurs, directors, family groups, trusts and estates. Reviewing complex Self Assessment Tax Returns and ensuring the highest standards of technical compliance. Managing Trust and Estate Tax Returns together with associated advisory work. Advising clients on Income Tax, Capital Gains Tax and Inheritance Tax planning.0 Reviewing the work of junior members of the team, providing coaching, mentoring and technical support. Building long-term relationships with clients, becoming their trusted adviser and identifying opportunities to add value. Keeping up to date with UK tax legislation and contributing to the continued development of the Tax team. For candidates who enjoy both personal and corporate taxation, there is the opportunity to manage a blended portfolio incorporating corporate tax compliance and advisory work for owner-managed businesses. About You You will be CTA qualified or ACA or ACCA qualified with significant UK Private Client Tax experience gained within an accountancy practice. You will also have: Experience managing a varied portfolio of private clients. Strong technical knowledge of Personal Tax, Capital Gains Tax, Inheritance Tax and Trust Taxation. Experience reviewing complex compliance work and delivering tax planning advice. The confidence to work directly with entrepreneurs, business owners and high-net-worth individuals. Excellent communication skills and a consultative approach to client service. A genuine interest in developing junior team members through coaching and mentoring. The Opportunity This is an outstanding opportunity to join a progressive firm where technical excellence is valued and client relationships are at the heart of everything they do. You will enjoy exposure to interesting advisory work, genuine autonomy and a clear route for career progression. Location The office is conveniently located in Woking and is easily commutable from Esher, Cobham, Leatherhead, Weybridge, Guildford, Farnborough, Camberley, West Byfleet, Walton-on-Thames and the surrounding Surrey areas. If you are an experienced Private Client Tax professional looking to join a highly regarded independent practice where your expertise will be recognised and your career can continue to develop, Fletcher George would be delighted to discuss this opportunity with you in complete confidence. We are an inclusive Surrey-based accountancy and finance recruitment consultancy acting as an employment agency. We aim to respond to all suitable applicants within 48 working hours.
Curtis Recruitment Limited
Accounts & Tax Manager
Curtis Recruitment Limited Desborough, Northamptonshire
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm s Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm s Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm s profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Aug 07, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm s Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm s Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm s profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Hays Specialist Recruitment Limited
Tax Client Manager
Hays Specialist Recruitment Limited Shrewsbury, Shropshire
Your new company I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships. Your new role This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment. What you'll need to succeed Professional qualification (ATT, CTA, ACA, ACCA or equivalent) Strong private client tax experience, particularly within trusts and estates Excellent knowledge of UK trust taxation, IHT, CGT and estate administration Strong client-facing, analytical and problem-solving skills Ability to manage multiple priorities and deadlines effectively Desirable Experience: CTA qualified or studying towards CTA Previous mentoring or supervisory experience Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning What you'll get in return Competitive salary and benefits package. Flexible working arrangements. Generous holiday entitlement. Wide range of employee benefits Professional development and career progression opportunities. Support for continued professional qualifications and technical training. A collaborative and supportive working environment. Exposure to a high-quality portfolio of private clients and complex advisory work. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Aug 07, 2026
Full time
Your new company I'm excited to be working with an accountancy practice in Shropshire who are seeking an experienced and client-focused Tax Client Manager - Trusts & Estates to join their growing private client tax team. This is an excellent opportunity for a tax professional with strong technical expertise in trusts, estates, inheritance tax, and personal taxation to manage a diverse portfolio of high-net-worth individuals and trusts. You will act as a trusted adviser to clients, delivering high-quality compliance services while identifying planning opportunities and supporting the development of long-term client relationships. Your new role This role offers the opportunity to manage a varied portfolio of trusts, estates and private clients, providing specialist advice on inheritance tax, capital gains tax, succession planning and estate administration. You will build strong relationships with clients and professional advisers, oversee tax compliance matters, identify planning opportunities, support complex advisory projects, and mentor junior team members, making it an excellent opportunity for an experienced private client tax professional looking to develop their career within a collaborative and client-focused environment. What you'll need to succeed Professional qualification (ATT, CTA, ACA, ACCA or equivalent) Strong private client tax experience, particularly within trusts and estates Excellent knowledge of UK trust taxation, IHT, CGT and estate administration Strong client-facing, analytical and problem-solving skills Ability to manage multiple priorities and deadlines effectively Desirable Experience: CTA qualified or studying towards CTA Previous mentoring or supervisory experience Knowledge of landed estates, Agricultural Property Relief (APR), Business Property Relief (BPR) and family wealth planning What you'll get in return Competitive salary and benefits package. Flexible working arrangements. Generous holiday entitlement. Wide range of employee benefits Professional development and career progression opportunities. Support for continued professional qualifications and technical training. A collaborative and supportive working environment. Exposure to a high-quality portfolio of private clients and complex advisory work. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Senior Private Client Tax Manager
Sheridan Maine London
Senior Private Client Tax Manager Location: Central London Job Type: Full-time, Permanent Salary: Competitive, depending on experience "Life is as grand as you make it." Sheridan Maine is delighted to be recruiting on behalf of a highly regarded Chartered Accountancy firm based in Central London for a Senior Private Client Tax Manager. This is an excellent opportunity for an experienced private client tax professional to join a prestigious and growing practice, working with a diverse portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups. The role offers the opportunity to take ownership of complex private client matters, providing high-quality compliance and advisory services while developing strong, long-term client relationships. As Senior Private Client Tax Manager, you will be responsible for: Managing a portfolio of high-net-worth private clients, providing a full range of personal tax services. Overseeing the preparation and review of complex self-assessment tax returns. Providing proactive tax planning advice across areas including income tax, capital gains tax, inheritance tax and succession planning. Advising clients on tax-efficient structures and opportunities. Managing HMRC enquiries and correspondence. Building trusted relationships with clients and acting as a key point of contact. Identifying opportunities to add value through advisory services. Reviewing work prepared by junior team members and providing technical guidance and support. Supporting the wider tax team with complex projects and assignments. The successful candidate will ideally have: CTA qualified (or equivalent) with significant private client tax experience. Proven experience gained within a Chartered Accountancy firm or professional services environment. Strong technical knowledge of UK personal tax legislation. Experience managing complex private client portfolios, including high-net-worth individuals. A strong understanding of tax planning, trusts, estates and succession matters. Excellent communication and relationship-building skills, with the ability to advise clients confidently. A commercial approach with the ability to identify opportunities and deliver tailored solutions. What's on Offer: Competitive salary package based on experience. Opportunity to join a highly respected Chartered Accountancy firm in Central London. Exposure to a diverse and interesting portfolio of private clients. A varied role combining compliance, advisory and client relationship management. Supportive and collaborative working environment. Excellent career development opportunities. This is a fantastic opportunity for a Senior Private Client Tax Manager seeking a challenging and rewarding role within a leading accountancy practice where expertise and client relationships are highly valued. Apply today or contact Sheridan Maine for a confidential discussion. You are required to be eligible to work in the UK full time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Aug 07, 2026
Full time
Senior Private Client Tax Manager Location: Central London Job Type: Full-time, Permanent Salary: Competitive, depending on experience "Life is as grand as you make it." Sheridan Maine is delighted to be recruiting on behalf of a highly regarded Chartered Accountancy firm based in Central London for a Senior Private Client Tax Manager. This is an excellent opportunity for an experienced private client tax professional to join a prestigious and growing practice, working with a diverse portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups. The role offers the opportunity to take ownership of complex private client matters, providing high-quality compliance and advisory services while developing strong, long-term client relationships. As Senior Private Client Tax Manager, you will be responsible for: Managing a portfolio of high-net-worth private clients, providing a full range of personal tax services. Overseeing the preparation and review of complex self-assessment tax returns. Providing proactive tax planning advice across areas including income tax, capital gains tax, inheritance tax and succession planning. Advising clients on tax-efficient structures and opportunities. Managing HMRC enquiries and correspondence. Building trusted relationships with clients and acting as a key point of contact. Identifying opportunities to add value through advisory services. Reviewing work prepared by junior team members and providing technical guidance and support. Supporting the wider tax team with complex projects and assignments. The successful candidate will ideally have: CTA qualified (or equivalent) with significant private client tax experience. Proven experience gained within a Chartered Accountancy firm or professional services environment. Strong technical knowledge of UK personal tax legislation. Experience managing complex private client portfolios, including high-net-worth individuals. A strong understanding of tax planning, trusts, estates and succession matters. Excellent communication and relationship-building skills, with the ability to advise clients confidently. A commercial approach with the ability to identify opportunities and deliver tailored solutions. What's on Offer: Competitive salary package based on experience. Opportunity to join a highly respected Chartered Accountancy firm in Central London. Exposure to a diverse and interesting portfolio of private clients. A varied role combining compliance, advisory and client relationship management. Supportive and collaborative working environment. Excellent career development opportunities. This is a fantastic opportunity for a Senior Private Client Tax Manager seeking a challenging and rewarding role within a leading accountancy practice where expertise and client relationships are highly valued. Apply today or contact Sheridan Maine for a confidential discussion. You are required to be eligible to work in the UK full time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Curtis Recruitment
Accounts & Tax Manager
Curtis Recruitment Kettering, Northamptonshire
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Aug 07, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Kettering office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Infinity Recruitment Consultancy Limited
Private Client Tax Manager
Infinity Recruitment Consultancy Limited City, Birmingham
We're pleased to be supporting our Birmingham based client who are looking for an experienced Private Client Tax Manager to join their growing team. This is a full-time permanent position, working Monday to Friday,8.30am 4.30pm (flexible working hours available) You'll manage a portfolio of private clients, deliver high-quality personal tax compliance and advisory services, and support the development of both clients and colleagues. Key Responsibilities for the Private Client Tax Manager position Manage a portfolio of personal tax clients. Deliver advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts & Estates, HMRC enquiries, and International Tax. Review tax computations and identify planning opportunities. Mentor and develop team members. Support business development and build strong client relationships. About You ACA, ACCA and/or CTA qualified. Strong experience in personal tax and client portfolio management. Excellent communication and technical skills. Commercially minded with a proactive approach. Live within commuting distance. Flexibility to work outside normal hours when required What s on Offer for the Private Client Tax Manager role:- In return, our client is offering a salary of up to £75,000 (depending on level of experience) , 28 days annual leave plus statutory holiday, 5% pension, hybrid working model, private medical insurance, electric car / cycle to work scheme, volunteering day, personal development, employee assistance programme and the chance to join an employee centric business that values work / life balance. If you're looking to join a collaborative and forward-thinking firm where you can make a real impact, we'd love to hear from you. Send your CV now for consideration and review. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
Aug 06, 2026
Full time
We're pleased to be supporting our Birmingham based client who are looking for an experienced Private Client Tax Manager to join their growing team. This is a full-time permanent position, working Monday to Friday,8.30am 4.30pm (flexible working hours available) You'll manage a portfolio of private clients, deliver high-quality personal tax compliance and advisory services, and support the development of both clients and colleagues. Key Responsibilities for the Private Client Tax Manager position Manage a portfolio of personal tax clients. Deliver advice on Income Tax, Capital Gains Tax, Inheritance Tax, Trusts & Estates, HMRC enquiries, and International Tax. Review tax computations and identify planning opportunities. Mentor and develop team members. Support business development and build strong client relationships. About You ACA, ACCA and/or CTA qualified. Strong experience in personal tax and client portfolio management. Excellent communication and technical skills. Commercially minded with a proactive approach. Live within commuting distance. Flexibility to work outside normal hours when required What s on Offer for the Private Client Tax Manager role:- In return, our client is offering a salary of up to £75,000 (depending on level of experience) , 28 days annual leave plus statutory holiday, 5% pension, hybrid working model, private medical insurance, electric car / cycle to work scheme, volunteering day, personal development, employee assistance programme and the chance to join an employee centric business that values work / life balance. If you're looking to join a collaborative and forward-thinking firm where you can make a real impact, we'd love to hear from you. Send your CV now for consideration and review. Infinity Recruitment Consultancy Limited acts as an employment agency for permanent, contract and temporary recruitment. By applying you will be registered as a candidate with Infinity Recruitment Consultancy Limited, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.
G2 Legal Limited
Private Client Solicitor
G2 Legal Limited Wrexham, Clwyd
Private Client Solicitor (Head of Depatment) Incredible opportunity has opened up to join one of the most renowned full service practices in Wrexham. It is developing its very well regarded Private Client offering and now seeks a motivated, ambitious senior hire to lead the department. This important, senior hire will be a qualified Solicitor (ideally 8 years PQE and above) with vast experience within the private client sphere with proven managerial experience. As the leading light in its specialist private client team, your role will be to take on a caseload of your own clients, deal with the day to day running of the team and be at the forefront of its continued development. The team manage myriad high net worth private client matters (including wills, probate, trusts, taxes and estates, powers of attorney etc) typically matters that involve business, agriculture and foreign assets issues. As the leader of the department, you'll bring a fresh, dynamic perspective to a close knit and already successful team. Salary and benefits will be in line with your expertise with a guideline for salary of up to £65k.
Aug 06, 2026
Full time
Private Client Solicitor (Head of Depatment) Incredible opportunity has opened up to join one of the most renowned full service practices in Wrexham. It is developing its very well regarded Private Client offering and now seeks a motivated, ambitious senior hire to lead the department. This important, senior hire will be a qualified Solicitor (ideally 8 years PQE and above) with vast experience within the private client sphere with proven managerial experience. As the leading light in its specialist private client team, your role will be to take on a caseload of your own clients, deal with the day to day running of the team and be at the forefront of its continued development. The team manage myriad high net worth private client matters (including wills, probate, trusts, taxes and estates, powers of attorney etc) typically matters that involve business, agriculture and foreign assets issues. As the leader of the department, you'll bring a fresh, dynamic perspective to a close knit and already successful team. Salary and benefits will be in line with your expertise with a guideline for salary of up to £65k.
Bennett and Game Recruitment LTD
Private Client Tax Manager
Bennett and Game Recruitment LTD City, Birmingham
Private Client Tax Manager Location: Birmingham, West Midlands (Hybrid) Package: 55,000 - 75,000 per annum (DOE) Working hours: Full time, Monday-Friday (40 hours) A fantastic opportunity has arisen within a proudly independent and forward-thinking accountancy firm for a Private Client Tax Manager to join their growing Private Client Tax team. The position will suit an experienced personal tax professional who enjoys managing a varied portfolio of high-net-worth private clients, delivering bespoke advisory work, and leading/developing a team. This is a key hire offering strong scope to build trusted adviser relationships and contribute to the continued development of the private client offering. PRIVATE CLIENT TAX MANAGER JOB OVERVIEW Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience. Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters. Review and approve technically robust tax computations and identify/resolve technical issues. Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments. Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes. Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support. Drive operational efficiency, including workflow management, process improvement and technology adoption. Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards. Identify and progress business development opportunities within existing clients and via new relationships/events. Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives. PRIVATE CLIENT TAX MANAGER JOB REQUIREMENTS ACA / ACCA and/or CTA qualified (or equivalent). Proven experience in a personal tax-focused environment with exposure to a varied private client base. Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial). Confident communicator with strong relationship-management skills (written and verbal). Commercial and analytical approach to resolving client issues and delivering bespoke solutions. Ability to work autonomously while also contributing positively within a collaborative team environment. Experience of (or desire to) lead, mentor and develop others. Must live within commuting distance of Birmingham. Willingness to work outside normal hours when required. Existing regional network/contacts advantageous. PRIVATE CLIENT TAX MANAGER BENEFITS 55,000 - 75,000 per annum (depending on experience). 23 days holiday plus bank holidays Medical cash plan Private medical cover Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure Hybrid working is available, and a staff laptop is provided Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Aug 06, 2026
Full time
Private Client Tax Manager Location: Birmingham, West Midlands (Hybrid) Package: 55,000 - 75,000 per annum (DOE) Working hours: Full time, Monday-Friday (40 hours) A fantastic opportunity has arisen within a proudly independent and forward-thinking accountancy firm for a Private Client Tax Manager to join their growing Private Client Tax team. The position will suit an experienced personal tax professional who enjoys managing a varied portfolio of high-net-worth private clients, delivering bespoke advisory work, and leading/developing a team. This is a key hire offering strong scope to build trusted adviser relationships and contribute to the continued development of the private client offering. PRIVATE CLIENT TAX MANAGER JOB OVERVIEW Manage a diverse portfolio of personal tax clients, acting as a primary point of contact and ensuring an exceptional client experience. Lead on complex personal tax advisory work across areas including IHT, CGT, income tax, trusts & estates, HMRC investigations, and international/residency matters. Review and approve technically robust tax computations and identify/resolve technical issues. Produce clear, well-structured advisory reporting and guidance for clients, including bespoke solutions for one-off assignments. Develop strong internal relationships and liaise closely with stakeholders across the wider firm to deliver joined-up client outcomes. Manage, mentor and develop junior team members through delegation, reviews, feedback and technical support. Drive operational efficiency, including workflow management, process improvement and technology adoption. Oversee WIP, billing, compliance trackers, productivity/recoveries, and file quality standards. Identify and progress business development opportunities within existing clients and via new relationships/events. Support senior stakeholders on complex client matters and contribute to firmwide best-practice / technology initiatives. PRIVATE CLIENT TAX MANAGER JOB REQUIREMENTS ACA / ACCA and/or CTA qualified (or equivalent). Proven experience in a personal tax-focused environment with exposure to a varied private client base. Strong technical knowledge across key private client tax areas (IHT/CGT/trusts & estates/income tax/HMRC enquiries; international/residency exposure beneficial). Confident communicator with strong relationship-management skills (written and verbal). Commercial and analytical approach to resolving client issues and delivering bespoke solutions. Ability to work autonomously while also contributing positively within a collaborative team environment. Experience of (or desire to) lead, mentor and develop others. Must live within commuting distance of Birmingham. Willingness to work outside normal hours when required. Existing regional network/contacts advantageous. PRIVATE CLIENT TAX MANAGER BENEFITS 55,000 - 75,000 per annum (depending on experience). 23 days holiday plus bank holidays Medical cash plan Private medical cover Flexible working policy, as long as you are contactable for 5 core hours, you can start and finish at your leisure Hybrid working is available, and a staff laptop is provided Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.
Hello Recruitment Associates
Personal Tax Manager
Hello Recruitment Associates Luton, Bedfordshire
Personal Tax Manager - Accountancy Practice - Luton 50000 to 60000 plus benefits Hello Recruitment is delighted to be recruiting a Personal Tax Manager for a rapidly expanding and busy Accountancy Practice based near Luton Airport. The role as Tax Manager will include managing a varied portfolio of private clients, including individuals of high net worth, trusts and estates whilst delivering high quality compliance and advisory services. In addition to these duties you will manage and supervise your team and review work from junior members to ensure its of the appropriate standard. The ideal candidate will either be CTA qualified or ACA/ACCA qualified with significant tax and trust experience including a good technical knowledge of UK personal tax, trust and estate taxation. Good organisational and communication skills are key to this unique opportunity which has a wide salary range of 52000- 60000 depending on experience.
Aug 06, 2026
Full time
Personal Tax Manager - Accountancy Practice - Luton 50000 to 60000 plus benefits Hello Recruitment is delighted to be recruiting a Personal Tax Manager for a rapidly expanding and busy Accountancy Practice based near Luton Airport. The role as Tax Manager will include managing a varied portfolio of private clients, including individuals of high net worth, trusts and estates whilst delivering high quality compliance and advisory services. In addition to these duties you will manage and supervise your team and review work from junior members to ensure its of the appropriate standard. The ideal candidate will either be CTA qualified or ACA/ACCA qualified with significant tax and trust experience including a good technical knowledge of UK personal tax, trust and estate taxation. Good organisational and communication skills are key to this unique opportunity which has a wide salary range of 52000- 60000 depending on experience.
Curtis Recruitment
Accounts & Tax Manager
Curtis Recruitment Stratford-upon-avon, Warwickshire
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Stratford-upon-Avon office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Aug 06, 2026
Full time
Our client, a successful and growing accountancy practice is recruiting for an Accounts & Tax Manager to join the rural accounts and advisory team at the firm's Stratford-upon-Avon office. The ideal candidate will be ACCA or ACA qualified, and /or CTA. This growing firm will offer a salary in line with experience with regular reviews, and a good benefits package including private medical cover and medical cash plan, flexible working policy, enhanced maternity, death in service cover and a range of voluntary benefits. The varied client base includes landed estates, farms and rural businesses, and equine and bloodstock and as Accounts & Tax Manager you will provide a bespoke accountancy and tax planning services to each client. The successful candidate will also play a key role in developing the team, both through business development and staff development. As Accounts & Tax Manager your responsibilities will include: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firm's Service Charter Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the firm's profile Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects Please do apply if you fit the profile below: Qualified ACA or ACCA and/or CTA with exposure to a varied client base Significant tax and accounts experience gained within a UK accountancy practice Strong knowledge of UK GAAP, FRS105, FRS102 1A, Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs Excellent communication and interpersonal skills Analytical and commercial approach to resolving issues Live within commuting distance Willing to work outside normal hours if necessary Submit your CV for this Accounts & Tax Manager role Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship , either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.

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