Full job descriptionPrivate Client Tax Senior Manager – Poole

Poole, Dorset | Hybrid Working | Competitive Salary + Benefits
We’re recruiting a Private Client Tax Senior Manager in Poole on behalf of a highly respected and growing accountancy and business advisory firm.
This is an excellent opportunity for an experienced private client tax professional to join a specialist team, advising high-net-worth individuals, non-UK residents, long-term residents and internationally connected clients on complex UK and cross-border tax matters.


The Role

You’ll manage a high-quality portfolio of private clients, delivering both compliance and advisory services across UK and international personal tax.
Key responsibilities include:
* Manage a portfolio of HNW individuals, private clients and trusts
* Advise on UK residence, domicile and international tax matters
* Provide advice on the Foreign Income and Gains (FIG) regime and temporary repatriation arrangements
* Advise on overseas income, gains, investments and property
* Provide cross-border IHT and CGT planning
* Support double tax relief claims and wider international tax planning
* Review complex personal tax returns involving overseas income and gains
* Advise on offshore assets, disclosures and reporting requirements
* Deal directly with clients, HMRC and professional advisers
* Prepare technical advice and written reports
* Review and support the work of junior team members
* Identify opportunities to add value and develop client relationships


About You

You’ll have strong experience in UK private client tax, ideally with exposure to international and cross-border tax matters.
You’ll ideally have:
* CTA qualified or equivalent
* Strong personal tax compliance and advisory experience
* Experience advising HNW individuals and internationally connected clients
* Strong knowledge of UK residence and international tax issues
* Experience dealing with foreign income, gains and offshore matters
* Knowledge of IHT and CGT planning
* Excellent technical, written and verbal communication skills
* Strong client relationship and stakeholder management abilities
* Experience mentoring and developing junior team members
* A proactive, commercial and client-focused approach


What’s on Offer

* Hybrid and flexible working
* High-quality HNW and international private client portfolio
* Significant exposure to complex cross-border tax advisory work
* Leadership and mentoring opportunities
* Ongoing technical training and professional development
* Clear career progression
* Supportive and collaborative team environment
* Competitive salary and benefits


Location

Poole, Dorset
Easily commutable from Bournemouth, Christchurch, Wimborne, Ferndown, Ringwood, Dorchester, Blandford Forum and surrounding areas.


Apply

For a confidential discussion or to apply, please contact Jack Wood: