Senior Private Client Tax Manager

Shaw Gibbs Ltd; Winchester; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A prominent accountancy practice is seeking a Senior Private Client Tax Manager in Winchester. This permanent, full-time role offers hybrid working options and involves managing a diverse portfolio of tax clients, ensuring compliance, and building strong client relationships. Candidates should have a minimum of 3 years' experience in UK practice tax and relevant qualifications. Competitive benefits and a supportive working environment are provided.

Benefits

Hybrid working options

Flexible working hours

Wellbeing support programs

25-day holiday allowance

Health Cash Plan

Qualifications

• Minimum of 3 years post-qualified UK practice tax experience.
• Significant experience within a UK private client tax team.
• A self-starter with high attention to detail.

Responsibilities

• Manage a diverse portfolio of tax clients with minimal supervision.
• Prepare complex tax returns for individuals and companies.
• Build long-lasting client relationships.

Skills

UK tax compliance

Interpersonal skills

Attention to detail

IT aptitude

Team spirit

Education

ACA, ACCA, or CTA qualification

Job description

Senior Private Client Tax Manager

Join to apply for the Senior Private Client Tax Manager role at Shaw Gibbs. This permanent, full‑time position will be based in our Winchester office and offers hybrid (three days in the office, up to two days working from home) and flexible working options.

Martin & Company are a prominent accountancy and tax advisory practice with offices in Winchester, Thame, and Liss. They have exemplary expertise in the farming and agricultural sector, landed estates, and private-client spaces. Martin & Company joined the Shaw Gibbs Group in April 2024, a growing top‑40 accountancy practice that provides expert solutions for entrepreneurial businesses and private individuals.

Members of the Shaw Gibbs Group are committed to investing in teams of high‑quality specialists who use the best‑in‑breed technology to create value for clients beyond expectations. Our culture is built on the values of expert, respectful, innovative, and collaborative. We develop high‑performing, diverse teams in a friendly, supportive environment where everyone receives training and development to increase their technical knowledge, commercial acumen, and management skills.

The Role

Your key responsibilities will include:

• Proactively manage a large and diverse portfolio of tax clients with minimal supervision and support Partners with compliance work and ad‑hoc advisory work as required, ensuring compliance with HMRC and in‑house deadlines.
• Build long‑lasting client relationships. Develop and apply your technical and commercial knowledge to provide expert advice.
• Ensure assignments are completed to a high standard, on time, and within budgets.
• Work in accordance with defined systems and procedures while challenging the status quo to find more efficient ways of doing things. Recommend systems and implement process improvements.
• Liaise and negotiate with HMRC on behalf of clients. Respond to HMRC enquiries.
• Be responsible for billing your own portfolio and managing your own WIP.
• Prepare complex tax returns for individuals, partnerships, and companies. Review prepared tax returns.
• Participate in business development and marketing activities, including networking in the business community to develop your external profile and the Shaw Gibbs brand.
• Contribute to winning new work by proactively managing existing clients and networking.
• Lead potential new clients’ meetings and bring them on board.
• Input into service and product pricing, including assisting with new client quotes.
• Liaise and collaborate with the compliance team and other departments on client matters, identifying cross‑selling opportunities.
• Promote the interests of the firm to clients, prospective clients, and third parties.
• Maintain up‑to‑date and relevant technical knowledge of the industry and national economic issues.

What We Can Offer You

• Hybrid working after successful completion of your probationary period (three days in the office and two days at home)
• Flexible working (flex your hours around the core working hours of 10 am to 4 pm)
• Joining a fast‑growing company with exciting growth plans ahead
• Exposure to a wide range of clients across many industries
• Plenty of opportunity to increase your technical knowledge and skills
• A varied role within a talented and experienced team
• Entry onto our next Management Development Programme – a bespoke programme aimed at developing and enhancing leadership potential for existing and aspiring managers
• ERIC internal recognition awards – monthly recognition awards that celebrate those who champion the Shaw Gibbs values
• Long service awards
• Regular employee events, including a company‑wide summer party
• A competitive benefits package, including:
  • 25‑day core holiday allowance plus other holiday‑related benefits (holiday trading, flexible bank holidays, additional holiday with service)
  • A dedicated “Wellbeing Day” – an additional day off per year to focus on your wellbeing
  • Employee Assistant Programme (EAP) with 24/7 online GP consultations, 2nd medical opinions, and mental health first aiders present in every office
  • Access to MYNDUP – a wellbeing support platform offering confidential 1‑to‑1 sessions with therapists, counsellors, psychologists, and coaches
  • Shaw Gibbs Rewards – access to discounts on a wide range of retailers
  • Health Cash Plan – money back on routine health appointments
  • Electric Vehicles Salary Sacrifice Scheme
  • Client and employee referral bonuses
  • Pension Salary Sacrifice Scheme
  • Death in Service Life Assurance
  • Enhanced family leave policies
  • Cycle to Work Scheme

About You

We would like to hear from you if you have a minimum of 3 years post‑qualified UK practice tax experience from either a medium‑sized or mid‑tier firm. We are also looking for:

• Fully ACA, ACCA, and/or CTA qualified
• Significant experience within a UK private client tax team is required
• Previous experience with agricultural and rural businesses would be preferred but is not essential. Previous experience with trusts would also be beneficial
• A self‑starter with a high level of resilience and attention to detail
• Strong interpersonal and communication skills, both written and verbal
• Organised and able to manage multiple projects simultaneously
• Strong aptitude for IT – able to pick up new technology quickly
• Can‑do attitude, positive and commercial approach
• Confident, tactful, and discreet manner
• Strong team spirit but also effective working independently

Diversity, Equality and Inclusion

Shaw Gibbs is an inclusive employer and is committed to providing equal opportunities to all candidates. If you require any adjustments to ensure your recruitment experience with Shaw Gibbs is as inclusive and accessible as possible, please let us know at your earliest convenience via the application form or by emailing [e-mail].

We believe that diversity makes Shaw Gibbs a stronger firm. We employ people with different ideas, styles, and skillsets. We’re committed to recruiting, promoting, and rewarding our people solely based on their ability to contribute to Shaw Gibbs’ goals, without regard to sex, gender, race, disability, religion, national origin, ethnicity, sexual orientation, age, or marital status.

Right to Work

Unfortunately, for this role we are unable to offer sponsorship for visas or work permits, so you will need to have full right to work in the UK. Your application will be automatically rejected if you do not have this right.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Accounting/Auditing

Industries: Accounting