An established and highly regarded firm of Chartered Accountants in Poole is seeking an experienced Private Client Tax Manager to join their growing tax team. This role offers flexible working, a competitive company pension, and much more! It represents a fantastic opportunity for a driven tax professional looking to take the next step in their career within a supportive and forward-thinking practice environment.
Working closely with partners and senior stakeholders, the successful candidate will manage a diverse portfolio of private clients, delivering high-quality compliance and advisory services. You will play a key role in mentoring junior team members while contributing to the ongoing development of the firm’s private client offering. The firm prides itself on its strong client relationships, collaborative culture, and commitment to professional development.
Crowe Watson Recruitment is proud to be working in partnership with this firm on an exclusive basis. Crowe Watson is well known within the accountancy practice market for its honest, relationship-led approach and deep sector knowledge, ensuring candidates are matched with roles that genuinely support long-term career growth.
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency. References to pay rates are indicative and salary is dependent on experience.
Key Responsibilities*Managing a portfolio of private clients, including HNWIs, partnerships, and trusts
*Overseeing personal tax compliance and providing proactive tax planning advice
*Supporting and reviewing the work of junior team members
*Building and maintaining strong client relationships
*Assisting partners with advisory projects and business development initiatives
Requirements*Must have a minimum of 4 years previous experience working within a UK Practice environment
*Strong background in private client tax compliance and advisory work
*ATT/CTA qualified (or equivalent), or qualified by experience
*Excellent communication and client-facing skills
*A proactive and organised approach with strong attention to detail