Private Client Tax Manager - Southampton

£45,000 - £55,000
Ref: 756 Date Posted: Monday 04 Dec 2023


ProTalent are working with an established Southampton based Practice looking to add a Private Client Tax Manager to their expanding team.

The Private Client Tax Manager is a key member of the tax team. They will report to a Client Director and work alongside managers and senior managers from all client facing teams across the firm.

As a member of the tax team, the overriding purpose of the Private Client Manager is to manage a portfolio of personal tax clients, with some opportunity for projects or advisory work.

Role purpose and key responsibilities


  • A technical expert within the Private Client team providing technical support to the tax and wider teams
  • Manage a portfolio of private tax clients, providing both compliance and advisory services
  • Provision of complex private client advice to a wide range of clients
  • Promotion of tax services to both existing and prospective clients with a view to growing the client base – business development
  • Contribute to the development of trainees within the tax team


The successful candidate will be able to demonstrate:


  • An organised approach to their work
  • A clear and confident communicator with clients and junior staff, able to impart complex technical points in an understandable way for less experienced individuals or non tax specialists
  • Work in a supportive, caring and collaborative way with colleagues at all levels. React positively to requests for support from colleagues and be proactive in offering assistance, when required
  • Demonstrate enthusiasm and a commitment to continuous learning and self-improvement
  • CTA / STEP qualified desirable
  • A minimum of five years’ experience PQE, of which at least 2 years’ as manager.


What's on offer

  • A competitive salary and benefits package
  • 25 days annual leave, with the option to purchase more
  • Income protection scheme
  • A commitment to your ongoing learning and development
  • Hybrid working
  • A friendly working environment, with regular social events throughout the year

Thank you for your interest