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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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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.

Read less

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.

Read less