Personal Tax Assistant Manager / Manager / Senior Manager

Clark Wood; Reading; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

A well-established accountancy firm in Reading is seeking an experienced Personal Tax Manager to lead and develop a diverse portfolio of personal tax clients. This role involves managing client relationships, providing tax planning and advisory services, and mentoring junior staff. Candidates should have over 5 years of personal tax experience and strong technical knowledge of UK legislation. The position offers a competitive salary and hybrid working model.

Benefits

Ongoing CPD and support for further qualifications

Strong career progression path to Senior Manager

Inclusive, team-oriented working culture

Qualifications

• 5+ years of experience in personal tax, ideally within a UK accountancy firm.
• Experience in delivering tax advice to HNWIs and business owners.
• Confident team leader and mentor with an organised approach.

Responsibilities

• Manage a portfolio of personal tax clients, including HNWIs and business owners.
• Review complex tax returns prepared by junior staff and provide guidance.
• Provide tax planning and advisory services.

Skills

Strong technical knowledge of UK personal tax legislation and compliance

Excellent interpersonal and client communication skills

Commercially minded with desire to contribute to firm-wide growth

Education

CTA and/or ATT qualified, or ACA/ACCA

Job description

Personal Tax Assistant Manager / Manager / Senior Manager

Location: Reading (Hybrid working available)
Salary: £50,000 – £75,000 (DOE)
Type: Full-time, Permanent

We are a well-established and forward-thinking accountancy and advisory firm with a strong presence in Reading and the wider Thames Valley. Our client portfolio ranges from high-net-worth individuals and entrepreneurs to international clients and family-run businesses. We pride ourselves on building long-term, trusted relationships and delivering a blend of compliance and bespoke advisory services that add real value.

Our culture is collaborative, down-to-earth, and supportive. We’re proud to offer an environment where individuals can thrive professionally while maintaining a healthy work-life balance. With continued growth across our private client and owner-managed business teams, we’re now looking to expand our personal tax leadership.

The Role

We are seeking a Personal Tax Manager to lead and develop a diverse portfolio of personal tax clients. This is a key role within our private client team and offers a blend of compliance review, team supervision, and advisory work. You’ll have the autonomy to shape client relationships, drive efficiencies, and contribute to business development.

This position is ideal for a technically strong tax professional who enjoys mentoring others, engaging with clients, and getting involved in complex tax planning projects.

Key Responsibilities

Manage a portfolio of personal tax clients, including HNWIs, business owners, sole traders, landlords, and trusts.

Review complex tax returns prepared by junior staff and provide technical guidance.

Provide tax planning and advisory services, including:

Residence and domicile issues

Capital gains tax and IHT planning

Pension tapering, share schemes (SEIS/EMI), and profit extraction strategies

Trust and estate matters

Be a key point of contact for clients, building strong and lasting relationships.

Supervise and mentor junior members of the tax team.

Liaise with internal teams across accounts, corporate tax, and wealth management.

Support with the training and development of junior team members.

Contribute to process improvements and help drive team efficiency.

Assist partners with business development and proposal preparation as needed.

What We’re Looking For

CTA and/or ATT qualified, or ACA/ACCA with significant tax experience.

5+ years of experience in personal tax, ideally within a UK accountancy firm.

Strong technical knowledge of UK personal tax legislation and compliance.

Experience in delivering tax advice to HNWIs and business owners.

Excellent interpersonal and client communication skills.

Confident team leader and mentor with an organised, proactive approach.

Commercially minded with a desire to contribute to firm-wide growth.

What’s on Offer

Competitive salary package (£55,000 – £70,000 depending on experience)

Hybrid working model (typically 2–3 days in Reading office)

Ongoing CPD and support for further qualifications if needed

Strong career progression path to Senior Manager and beyond

Inclusive, team-oriented working culture