Senior Private Client Tax Manager

We are seeking a Senior Private Client Manager to join a growing and well-regarded tax team in Winchester. This is a key role offering the opportunity to manage a diverse client portfolio, deliver high-quality tax services, and contribute to business development in a supportive, people-focused environment. Hybrid and flexible working options are available.

Key Responsibilities
• Manage a large portfolio of private client tax clients, ensuring compliance with HMRC and internal deadlines.
• Prepare and review complex tax returns for individuals, partnerships, and companies.
• Provide technical and commercial advice to clients, building long-term relationships.
• Lead client meetings, business development activities, and networking initiatives.
• Handle HMRC enquiries and liaise with colleagues across teams to identify cross-selling opportunities.
• Manage billing, WIP, and project budgets for your portfolio.
• Contribute to process improvements and ensure high-quality delivery across assignments.

Candidate Requirements
• Minimum 3 years post-qualified UK tax practice experience (medium or mid-tier firm).
• ACA, ACCA, and/or CTA qualified.
• Strong experience in private client tax; experience with trusts or agricultural/rural businesses advantageous.
• Self-starter with excellent attention to detail, organisational skills, and commercial awareness.
• Confident communicator with a professional, tactful, and discreet approach.
• Strong IT skills and ability to work independently as well as part of a team.

Employment Details & Benefits
• Permanent, full-time role with hybrid working (3 days office / 2 days remote).
• Flexible working around core hours (10am 4pm).
• 25 days holiday plus flexible options and a dedicated Wellbeing Day.
• Management Development Programme and ERIC recognition awards.
• Comprehensive benefits including EAP, wellbeing platform, Health Cash Plan, pension, EV scheme, Cycle to Work, life assurance, and referral bonuses.
• Opportunity to work with a varied client base and a talented, experienced team.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.