Private Client Tax Manager Ipswich A respected accountancy practice with a collaborative culture is on the lookout for... Read more
Private Client Tax Manager
Ipswich
A respected accountancy practice with a collaborative culture is on the lookout for a Private Client Tax Manager to join its expanding Private Client Services team based in Ipswich. This position offers a fantastic opportunity for a seasoned tax specialist to lead strategic projects, manage client relationships and support a high-performing team in delivering bespoke tax services.
You'll be instrumental in overseeing private client tax compliance and advisory matters, mentoring junior colleagues and contributing to the growth and innovation of the tax function.
Role Responsibilities
Oversee a portfolio of high-net-worth individuals, families and trusts, ensuring all compliance work is completed to an exceptional standard.Deliver strategic tax planning solutions tailored to client needs, drawing on deep technical expertise.Take ownership of complex advisory assignments and risk reviews, providing expert oversight and quality assurance.Build long-term client relationships, acting as a trusted advisor and key point of contact.Lead, develop and support a team of tax professionals, ensuring efficient workflow, training and performance development.Actively participate in internal collaboration with other service lines to deliver holistic client solutions.Contribute to the firm's commercial growth through business development, client proposals and attending external events.Stay on top of current tax legislation and policy developments, ensuring advice remains relevant and robust.Personal Requirements
CTA and/or ACA/ACCA qualified.Considerable practice experience managing private client and personal tax matters.Demonstrated leadership capability, with experience mentoring and growing teams.Strong commercial mindset and track record in identifying growth opportunities.Clear and confident communicator who can simplify complex tax issues for clients.Experience working directly with partners and supporting wider firm initiatives.Familiarity with tax software such as CCH would be advantageous.Flexible, responsive and able to manage competing deadlines under pressure.Benefits
Holiday 30 days plus bank holidaysLife AssurancePension 5% employee, 6% employerMedicash planPrivate Medical Insurance10 days paid sicknessProfessional subscriptionsGroup Income ProtectionAnnual salary reviewIf you're looking for a leadership role in private client tax within a progressive and values-led practice, we'd love to hear from you. Bring your experience and ideas to a firm that offers autonomy, support and real career potential.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Private Client Tax Senior Manager Ipswich HybridA top 60 accountancy firm is seeking an experienced and ambitious Private... Read more
Private Client Tax Senior Manager
Ipswich
Hybrid
A top 60 accountancy firm is seeking an experienced and ambitious Private Client Tax professional to their its Ipswich office as a Senior Manager. The successful candidate will join a thriving Private Client Tax team. With a 50/50 split between compliance and advisory work, the role is ideal for a current Senior Manager or a highly experienced Manager ready to take the next step.
Role Responsibilities
Manage a portfolio of private clients, including high-net-worth individuals, business owners, landowners, and family trusts and estates.Review self-assessment tax returns and ensure high-quality, compliant output from junior team members.Provide technical guidance on personal tax issues including Capital Gains Tax planning, Remuneration planning, IR35 matters, Trusts and Inheritance Tax, Property income.Advise on complex tax matters, including residence issues, emigration/immigration, property development, and landed estates.Contribute to business development activities and promote the firm's services externally.Collaborate with the wider tax and advisory team on cross-departmental initiatives.Participate in budgeting and billing processes.Provide mentoring and training to junior team members.Personal Requirements
CTA qualified (or qualified by experience).Proven experience managing private client portfolios in a professional services setting.Strong knowledge of personal tax compliance and advisory work.Confident communicator with the ability to explain complex tax issues clearly and accessibly.Comfortable working independently while also contributing positively to team development.High ICT literacy, with experience using MS Office and tax software (CCH experience preferred).Demonstrated ability to meet deadlines and manage competing priorities.Experience reviewing work of junior staff and providing constructive feedback.Willing to travel occasionally within East Anglia and undertake overnight stays as needed.Benefits
Flexible hybrid working policy (up to two days from home per week once established).Career development opportunities, including support for further qualifications.A supportive and collaborative working environment within a well-established regional team.Exposure to a broad and varied client base.Opportunity to progress in line with performance and experience.This is an ideal role for an experienced Private Client Tax Manager ready to take the next step in their career, or for a current Senior Manager seeking a new challenge in a dynamic and supportive firm. If you're seeking a role that offers both technical variety and leadership opportunity within a high-quality client-focused environment, we'd love to hear from you.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Client Manager - Accountancy PracticeBoltonUp to £45,000 + flexitime, private medical, free parking & more We're working with... Read more
Client Manager - Accountancy Practice
Bolton
Up to £45,000 + flexitime, private medical, free parking & more
We're working with a modern, forward-thinking accountancy firm based in Bolton who are looking to appoint an ambitious Client Manager to support their growing client base and lead a small team. The firm has built a reputation for delivering proactive business growth advice and has attracted a portfolio of entrepreneurial clients as a result.
This is a brilliant opportunity for someone with leadership aspirations who wants a clear route to future promotion - including progression to Director level.
Benefits:
Flexitime & remote working optionsPrivate medical insuranceFree on-site parkingWellness initiatives & regular team eventsCompany pensionA clear path to progression, including Director-level opportunityA friendly, supportive team culture that champions work-life balance and autonomy
What you'll be doing:
Managing your own portfolio of clients across a range of sectors (turnover up to £60m)Preparing statutory and management accountsOffering tailored business growth adviceReviewing VAT, personal and corporate tax returnsSupporting, training and motivating junior members of the team
What we're looking for:
ACA or ACCA qualified with at least 6 months post-qualification experienceA minimum of 5 years' experience within accountancy practiceComfortable managing a client portfolio and reviewing work from junior staffConfident communicator with a strong client-service approachProficient with Xero, Sage and strong Excel skills
If you're an ambitious, qualified accountant looking for a new challenge within a forward-thinking firm, this is an opportunity not to be missed.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Client Manager Braintree £40,000 - £50,000A growing accountancy practice is seeking a proactive and personable Client Manager to... Read more
Client Manager
Braintree
£40,000 - £50,000
A growing accountancy practice is seeking a proactive and personable Client Manager to join its expanding team. This is a fantastic opportunity for a recently qualified accountant to step into a dynamic role offering variety, autonomy, and excellent client exposure within a supportive and ambitious environment.
Role Responsibilities
Manage a portfolio of around 60 clients across a range of industries.Prepare and review quarterly management accounts, year-end accounts, and tax returns.Attend client meetings and provide ongoing advisory support.Review work completed by the accounts support team.Liaise with internal bookkeeping and payroll teams to ensure seamless service delivery.Identify opportunities to improve internal processes and enhance client outcomes.Report directly to the Directors and contribute to strategic decision-making.Personal Requirements
Recently qualified ACA/ACCA (or qualified by experience).Prior experience in a UK accountancy practice is essential.Strong technical knowledge across accounts, tax, and advisory.Excellent communication skills and a client-first mindset.Comfortable managing deadlines and juggling a varied workload.Eager to grow professionally within a collaborative, forward-thinking firm.This is an ideal next step for someone looking to take ownership of client relationships and play a key role in a modern, expanding practice.
Not quite right for you? We offer a £300 referral fee if you recommend someone we successfully place.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Client/Portfolio Manager - Top 100 firm Camden Town, North London £55,000 - £65,000 Butler Rose Public Practice are... Read more
Client/Portfolio Manager - Top 100 firm
Camden Town, North London
£55,000 - £65,000
Butler Rose Public Practice are delighted to be partnered with our client a highly successful Top 100 firm of accountants based in Camden Town that are now in a position to recruit a well qualified and experienced accounting professional into a Client / Portfolio Manager role to complement the existing team.
The role will hold a significant position at the firms accounts department taking responsibility for a diverse client portfolio of mainly medium to large OMBs.
Role Requirements -
Person Requirements -
ACA/ACCA qualified with at least 5+ years' experience working for a prominent UK based accountancy practice in a similar client / Accounts / Portfolio Manager role.Proven experience of managing a client portfolio with strong working exposure to accounts preparation (FRS102-1A) and tax returnsProficient in the use of various accounting software to include CCH and XEROExcellent communication skills both written and oral with the ability to build solid relationships with internal and external stakeholders.This is an excellent opportunity for a Manager level practice professional to join a well-regarded and highly successful firm.
Please apply now if your skills and experience meet the necessary criteria and we will be in contact.
This role is advertised by Doug Greer, Butler Rose (AGY) [email protected]
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Client/Portfolio Manager - Top accounting firm St Albans, Hertfordshire - Hybrid £55,000 to £65,000 Butler Rose are delighted... Read more
Client/Portfolio Manager - Top accounting firm
St Albans, Hertfordshire - Hybrid
£55,000 to £65,000
Butler Rose are delighted to be supporting our client a highly prestigious, prominent and nationally based firm with fantastic offices based conveniently in the heart of the historic City of St Albans that are eager to recruit a highly skilled and well qualified accounting professional in a Manager level capacity.
This role will take full responsibility for a diverse portfolio of SME clients spanning a varied range of industries to include managing, and reviewing the work of a small team, and developing existing and new clients.
Role Requirements -
Person Requirements -
An outstanding opportunity for a consummate professional to join this firm of choice offering a range of superb benefits and genuine career progression.
This position is advertised by Doug Greer, Butler Rose (AGY) [email protected]
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Butler Rose is proud to be working in partnership with a leading accountancy practice with deep expertise in... Read more
Butler Rose is proud to be working in partnership with a leading accountancy practice with deep expertise in private client tax and a strong reputation across the Thames Valley.
We're currently recruiting for a Private Client Tax Manager to join their growing team in Thame. This is a fantastic opportunity to take ownership of a diverse and high-value portfolio, with plenty of scope to develop your advisory skills and progress your career in a collaborative, people-first environment.
Overview of the Role:
As a Private Client Tax Manager, you will be responsible for proactively managing a large and diverse portfolio of tax clients, ensuring timely compliance with tax deadlines, and providing expert advice on complex tax matters. You will work closely with Partners on ad hoc tax advisory work and liaise with HMRC on behalf of clients. The role also includes involvement in business development activities, managing billing and WIP, and contributing to the growth and success of the firm.
What's in it for you:
Hybrid working (3 days office / 2 from home)Flexible hours around a 10am-4pm coreBespoke management development programme25 days holiday plus wellbeing day, flexible bank holidays & holiday tradingPrivate healthcare, health cash plan, EV & cycle to work schemesDeath in Service and Life AssuranceSupportive team culture with real progression opportunitiesWhat we're looking for:
CTA and / or ACA, ACCA qualified with 3+ years' UK PQEStrong experience managing private client tax portfolios preferably within a medium or large-sized firm.Knowledge of the agricultural sector is highly desirable.Excellent technical knowledge with a commercial, client-focused mindsetA confident communicator with strong interpersonal skillsIf you're looking for a role where your expertise is valued, your development is supported, and your work makes a genuine impact, this could be the perfect next step.
Apply now or contact Victoria Newing at Butler Rose on 07384237958 or send your CV to v . newing @ butlerrose . com
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Senior Client Manager - Accountancy PracticeWilmslowUp to £50,000Hybrid and flexible hours availableA new opportunity has arisen for an... Read more
Senior Client Manager - Accountancy Practice
Wilmslow
Up to £50,000
Hybrid and flexible hours available
A new opportunity has arisen for an experienced accountant to join a growing firm as a Senior Client Manager. This role is suited to someone who is technically strong, commercially minded, and confident in managing a client portfolio while ensuring compliance with evolving accounting and tax legislation.
Benefits
Competitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and long serviceHybrid and flexible working optionsRegular team social events and away tripsPrivate medical insurance after two years of serviceBonus and incentive schemes for introducing new business and cross-selling servicesThis is a great opportunity for an ambitious accountant to progress within a growing firm.Responsibilities
Preparation and filing of year-end accounts, business tax, and capital allowances for a range of clients, including limited companies, LLPs, partnerships, and sole traders.Preparation and submission of Self-Assessment and personal tax returns.Assistance with R&D tax claims and Capital Gains Tax computations.Ensuring all compliance work is completed within deadlines.Reviewing all year-end assignments and tax computations before final sign-off.Maintaining high technical and quality control standards in line with accounting regulations such as FRS 102.Outsourcing and Advisory Work
Managing a portfolio of clients for bookkeeping, VAT, and management accounts services.Reviewing bookkeeping, VAT returns, and management accounts before final approval.Ensuring timely collection and return of client documents.Preparing management accounts, financial projections, and break-even analyses.Advising clients on business efficiency, profitability, and cash flow management.Conducting business valuations and assisting in raising finance.Liaising with financial institutions on behalf of clients.Management and Practice DevelopmentSupporting Directors and Associate Directors in managing a client portfolio.Training and mentoring Client Managers, Senior Client Accountants, and junior staff.Ensuring workload is effectively delegated within the team.Developing the firm's cloud accounting capabilities and digital tools.Managing a team of Client Managers and accountants across a shared client portfolio.Overseeing billing processes and assisting with credit control.Identifying opportunities to cross-sell additional services to clients.Administrative and General DutiesEnsuring client records are up to date.Using software such as TaxCalc and Xero for client work.Supporting the onboarding of new clients.Attending client meetings with senior management.Overseeing Work in Progress (WIP) management and job tracking.Requirements
A minimum of five years' experience in an accountancy practice.Ideally AAT or ACCA qualified, part-qualified, or qualified by experience.Strong technical knowledge in accounts and tax compliance.Ability to manage multiple client relationships effectively.
To apply or find out more, please get in touch.
APPLY NOW if your experience, qualifications, and skill set reflect the requirements as set out above and if you feel excited by reading this opportunity.
This role is advertised by Sam Coupe, Butler Rose (AGY)
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Client Manager - Accountancy PracticeWilmslowUp to £40,000Hybrid and flexible hours availableAn opportunity has arisen for an experienced accountant... Read more
Client Manager - Accountancy Practice
Wilmslow
Up to £40,000
Hybrid and flexible hours available
An opportunity has arisen for an experienced accountant to join a growing firm as a Client Manager. This role is ideal for someone looking to take the next step in their career, managing a portfolio of clients and providing high-quality compliance and advisory services.
Benefits
Competitive salary25 days' holiday (including office closure at Christmas)Additional leave for birthdays and length of serviceHybrid and flexible working optionsRegular team social eventsPrivate medical insurance after two years of serviceIncentive scheme for introducing new business and cross-selling servicesResponsibilities
Preparation and filing of year-end accounts, business tax, and capital allowances for a range of clients, including limited companies, LLPs, partnerships, and sole traders.Preparation and filing of Self-Assessment and personal tax returns.Preparation and submission of Capital Gains Tax computations.Assisting with the implementation of R&D tax claims within company accounts and tax returns.Ensuring compliance work is completed within set deadlines.Reviewing year-end accounts and tax computations prior to final sign-off.Outsourcing and Advisory WorkManaging a portfolio of bookkeeping, VAT, and management accounts clients.Reviewing periodic bookkeeping, VAT returns, and management accounts.Preparing and reviewing P11D returns.Preparing management information and financial analysis.Advising clients on improving profitability, business efficiency, and cash flow.Preparing financial projections, budgets, and business plans.Conducting business valuations and assisting with sourcing finance.Management and Practice DevelopmentSupporting Directors and Senior Client Managers in managing a client portfolio.Training and developing junior team members.Assisting with the development of cloud accounting services and supporting applications.Managing a team of accountants working on the same client portfolio.Supporting the billing process and credit control.Administrative and General DutiesKeeping client details up to date.Using TaxCalc, Xero, and other cloud-based accounting software.Assisting with onboarding new clients.Attending client meetings alongside senior management.
Requirements
A minimum of five years' experience in an accountancy practice.Ideally AAT or ACCA qualified, part-qualified, or qualified by experience.
APPLY NOW if your experience, qualifications, and skill set reflect the requirements as set out above and if you feel excited by reading this opportunity.
This role is advertised by Sam Coupe, Butler Rose (AGY)
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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Private Client Tax Assistant Manager Droitwich, Worcestershire Salary £40,000 - £48,000Butler Rose, public practice is delighted to be... Read more
Private Client Tax Assistant Manager
Droitwich, Worcestershire
Salary £40,000 - £48,000
Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.
Role Requirements -
Act as the main contact for clients, ensuring they have the information they need and their files are in order.Handle the preparation of complex personal tax returns and associated claims.Review simple tax returns to ensure accuracy and compliance.Assist senior team members with managing client portfolios when needed.Provide guidance and support to junior team members.Attend client meetings to discuss their tax situation and provide updates.Deal with HM Revenue and Customs on behalf of clients.Manage a small group of clients and maintain relationships.Ensure work is completed on time and billing is handled efficiently.Encourage a culture of equality and diversity within the workplace.Personal Requirements -
ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)Significant exposure to personal and private client tax in a specialist or mixed roleStrong communication skills - both verbal and written.Experience of working in a client-facing roleAble to prioritise own workload and work to deadlinesDemonstrate accuracy in technical work delivered
This is an outstanding opportunity for the right individual to join this firm of choice.
Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.
This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
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