NEW: Personal Tax Senior / Supervisor / Manager | Guiding Clients to Financial Clarity

Clark Wood; Windsor; Remote; CAD 72,000 - 85,000; Full time

Job summary

A boutique accountancy firm is seeking a Personal Tax Senior/Manager who will focus on delivering high-quality tax work without managing a team. The ideal candidate will manage a diverse portfolio of around 200 clients, including high-net-worth individuals and sole traders, while handling various tax compliance and advisory tasks. With a salary of up to £85,000, the position offers hybrid working for genuine flexibility and a supportive environment to make an impact.

Benefits

25 days holiday + bank holidays

Hybrid working for genuine flexibility

Qualifications

• Experience in managing a portfolio of clients.
• Strong understanding of personal tax compliance.
• Ability to build excellent client relationships.

Responsibilities

• Deliver high-quality tax work for clients.
• Manage around 200 clients including HNWIs and sole traders.
• Handle compliance and light advisory work.

Education

ATT qualification

CTA qualification

Job description

💼 NEW: Personal Tax Senior / Supervisor / Manager 🧾 | Guiding Clients to Financial Clarity

💥 Personal Tax Senior and / or Manager – Boutique Firm | Berkshire | Up to £85,000 💥

I'm working with a fantastic boutique accountancy firm in Berkshire who are looking for a Personal Tax Senior and / or Manager to join their team.

Responsibilities

• No people management – focus purely on delivering high-quality tax work and building great client relationships
• Manage a portfolio of around 200 clients – HNWIs, sole traders, entrepreneurs, and rental property owners
• Involvement in CGT, P11Ds, tax codes, and pensions – a mix of compliance and light advisory

Qualifications

• Hybrid working for genuine flexibility
• 25 days holiday + bank holidays
• Salary up to £85,000
• Ideally ATT qualified (CTA desirable)

Perfect if you love the hands-on, technical side of personal tax and want to work in a supportive, boutique environment where you can make a real impact — without managing a team.

Sound like you (or someone you know)? Drop me a message and let’s chat! 💬 Or call [phone]