Private Client Tax Manager

NXTGEN is delighted to be partnering with a highly regarded and forward-thinking Accountancy Firm to recruit a Private Client Tax Manager into their expanding tax team. This is a fantastic opportunity for an experienced Private Client specialist looking to step into a broader leadership role, or for an established Manager seeking a new challenge where they can take real ownership of their portfolio and influence the direction of the service line.

This Private Client Tax Manager position offers genuine scope to lead, develop and shape client relationships. You’ll work closely with Partners and senior stakeholders across a varied and high-quality client base, delivering complex personal tax advice while ensuring compliance and exceptional service standards. The firm prides itself on combining technical excellence with a collaborative, people-focused culture.

As Private Client Tax Manager, you will take responsibility for a substantial portfolio of clients with complex tax affairs. You will act as a trusted adviser, providing clear and commercially minded advice, while overseeing junior team members and contributing to the continued growth of the tax practice.

Key Responsibilities:

• Managing a diverse portfolio of private clients, ensuring deadlines and expectations are met
• Reviewing complex personal tax returns and approving final tax packs for issue
• Providing high-level advice across income tax, capital gains tax and wider personal tax planning matters
• Building strong, long-term client relationships and acting as a key point of contact
• Managing workflow planning for your portfolio and reviewing WIP regularly
• Supporting fee proposals, quotes and new business opportunities
• Coaching, mentoring and delegating effectively to junior team members
• Driving efficiency improvements and embracing new technologies within the department

What this Private Client Tax Manager needs:

• Significant experience within Private Client Tax in a practice environment
• Strong technical knowledge of UK personal tax legislation
• Experience managing a portfolio of clients with complex tax needs
• Confidence reviewing work and leading junior team members
• ATT / CTA / ACA / ACCA / CA qualified (or qualified by experience)
• A commercially aware, client-focused approach with excellent communication skills

What’s on Offer:

• Competitive salary and benefits package
• Clear progression opportunities within a growing tax team
• Hybrid working and flexibility
• Ongoing professional development and technical support
• The opportunity to play a key role in shaping and developing the Private Client offering

If you are an experienced Private Client Tax Manager looking to take ownership of your portfolio within a supportive and ambitious firm, this is an excellent opportunity to build on your expertise while contributing to the growth of a respected practice. Please get in touch with Annie to find out more information.