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Private Client Tax Manager

Weybridge
£60k – £70k/yr
Posted 2 days ago
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Private Client Tax Manager

This is an excellent opportunity for a Private Client Tax Manager to take on a key role within a professional services firm in Weybridge. You will be responsible for managing a portfolio of private clients, providing high-quality tax advice, and ensuring compliance with relevant regulations.

Client Details

Our client is a well-established accountancy practice in Weybridge. They are committed to providing expert advice and tailored solutions to their diverse client base.

Description

  • Manage a portfolio of private clients, delivering tailored tax advice and solutions.
  • Prepare and review self-assessment tax returns and associated computations.
  • Advise clients on inheritance tax, capital gains tax, and other personal tax matters.
  • Assist with tax planning strategies to optimise clients' financial positions.
  • Ensure compliance with HMRC regulations and stay updated on changes in tax legislation.
  • Build and maintain strong client relationships, acting as a trusted advisor.
  • Provide support and guidance to junior team members as needed.
  • Collaborate with other departments to deliver a seamless client experience.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Profile

A Successful Private Client Tax Manager Should Have

  • Professional qualifications in tax or accountancy, such as CTA, ATT, or ACCA.
  • Strong technical knowledge of personal tax and associated legislation.
  • Proven ability to manage client relationships effectively.
  • Experience in delivering tax planning advice to private clients.
  • Excellent attention to detail and strong analytical skills.
  • Ability to work independently and manage multiple priorities efficiently.

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Job Offer

  • Competitive salary ranging from £60,000 to £70,000 per annum.
  • Opportunity to work with a respected professional services firm in Weybridge.
  • Supportive and collaborative working environment.
  • Potential for career growth and development within the tax department.
  • Hybrid working.
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Location

Weybridge, England, United Kingdom

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