Private Client Tax Compliance Portfolio Manager

Job Details

Private Client Tax Compliance Manager

£60,000 + Excellent Benefits | London | Hybrid Working

Looking for a Private Client Tax role where you're trusted to manage your own portfolio and build genuine client relationships?

We're working with a highly respected accountancy practice that's known for its collaborative culture, long-standing client relationships, and commitment to developing its people. This is an excellent opportunity for an experienced Private Client Tax professional who enjoys combining high-quality compliance work with advisory support and wants to be part of a firm where their expertise is genuinely valued.

You'll take ownership of a varied portfolio of private clients, become their trusted adviser, and work closely with experienced Partners on a broad range of tax matters. With plenty of autonomy, interesting technical work, and a supportive team around you, this is an ideal move for someone looking to progress their career without sacrificing work-life balance.

The Role

You'll be responsible for managing a diverse portfolio of clients including high-net-worth individuals, company directors, landlords, sole traders, trusts and partnerships. Alongside delivering an exceptional compliance service, you'll identify planning opportunities, provide practical advice and develop long-term client relationships.

Your responsibilities will include:

• Managing the full Self Assessment compliance process from start to finish
• Preparing and reviewing complex personal tax returns
• Advising clients on Income Tax, Capital Gains Tax, investment and foreign income
• Managing trust and partnership tax returns
• Handling HMRC correspondence, P11Ds and PAYE Settlement Agreements
• Identifying tax planning opportunities, reliefs and allowances
• Supporting clients with residency matters, inheritance tax considerations and capital gains calculations
• Working alongside Partners on more complex advisory projects
• Mentoring junior team members and supporting their development

About You

You'll already have experience managing your own private client portfolio within a UK accountancy practice and enjoy building strong relationships with clients.

You'll ideally have:

• Strong UK Private Client Tax Compliance experience
• Experience managing a varied client portfolio independently
• Excellent technical knowledge across personal taxation
• A proactive, client-focused approach
• ATT, CTA or be qualified by experience

What's on Offer?

• Salary up to £60,000
• Hybrid and flexible working
• Excellent benefits package
• Interesting and varied private client portfolio
• Supportive, collaborative working environment
• Genuine opportunities for career progression and professional development
• The opportunity to work closely with experienced Partners on advisory work

If you're looking for a role where you'll have real ownership of your clients, exposure to high-quality private client work, and the support to continue developing your career, we'd love to hear from you.

To find out more, contact John Corfield at Pro Tax on [email protected] .

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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.

Company

Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.

When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.

The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.

Company info

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020 4549 9941