We are working with a growing firm in Winchester to recruit a Personal Tax Manager. This is a client-facing role with responsibility for managing your own portfolio of clients, including high-net-worth individuals, business owners, self-employed clients, and expatriates.
You will have full ownership of your portfolio, reviewing work prepared by junior colleagues and providing advisory support on complex personal tax matters. This is ideal for someone with at least five years’ experience in personal tax who is ready to step into a role with genuine responsibility and progression opportunities within a respected firm.
Personal Tax Manager – Benefits
- 25 days annual leave
- Excellent career progression opportunities
- Employer pension scheme
- Death in service cover
- Support for any relevant training
- Collaborative, close-knit team environment
Personal Tax Manager – About The Role
As Personal Tax Manager, you will oversee your own portfolio of clients and act as the main point of contact for day-to-day queries. You’ll review tax returns prepared by junior staff, provide advisory support on complex tax matters, and work closely with senior management when needed.
The role also includes leading client calls, coaching junior colleagues, and managing billing arrangements, giving you the chance to make a real impact on the smooth running of the business while building long-term client relationships. Key responsibilities:
- Managing your own portfolio of personal tax clients
- Reviewing tax returns prepared by junior colleagues
- Acting as primary client contact for queries and advisory support
- Providing consulting advice on personal tax matters
- Supporting senior management on complex tax issues
- Leading client calls and maintaining strong client relationships
- Coaching and developing junior staff
- Managing billing arrangements for your portfolio
The successful Personal Tax Manager will have:
- At least five years’ experience in personal tax within a UK practice
- ATT or CTA qualifications
- Strong organisational skills and ability to manage multiple deadlines
- Excellent communication skills, both verbal and written