Company: Page Personnel
Location: Swindon
Job Description:Manage a portfolio of HNWI Private Tax clients Join an award-winning, prestigious regional firm Provide a range of Tax services, managing a private client portfolio, specialising in personal tax across a mix of compliance and advisory work Identify tax sensitive expenditure and wider tax issues Liaising with clients to resolve queries Communicate with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met Assist in managing the Private Client Tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills and knowledge and continually improve the quality and delivery of work Monitor your own utilisation, productivity and WIP Confident providing guidance and feedback to others in the team A full qualification in Accountancy or Taxation – CTA, ACA, ACCA, CA or equivalent Proven experience in managing a tax portfolio Excellent client management skills Strong strategic thinking and problem-solving abilities Superb leadership and mentoring abilities Thorough knowledge of tax laws and regulations A salary range of £40,000 to £50,000 per annum A generous benefits package – details can be provided on request A supportive, growth-oriented company culture Opportunities for professional development and advancement Generous holiday leave
About Our Client
Our client is an award-winning accountancy practice firm with several offices across the South West & M4 corridor.With a storied history of over 100 years exemplary service to their clients across the region, providing broad and comprehensive cover to their clients’ regional, national and international needs, our client is now proud to be one of the leading middle-market firms in the country.As part of a monumental merger with several organisations and substantial private backing, our client is expanding their current outlay and need your support in this exciting new phase of growth and outreach.
Job Description
The Successful Applicant
A successful ‘Private Client Tax Manager’ should have:
What’s on Offer
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Posted: March 14th, 2026