Private 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:

📧 jack@oscar-wood.co.uk
📞 07817 796391