Personal Tax Manager

Taxation; Dudley; Hybrid; GBP 52,000 - 74,000; Full time

Benefits offered by this job

Staff pension

Flexible working

Salary exchange for extra leave

Job summary

Taxation is seeking an experienced Personal Tax Manager to join a successful independent firm in the UK. You will manage a portfolio of personal tax clients, oversee compliance, and provide technical tax advice.

You will work with the Tax Partner, support clients through MTD, review returns, mentor juniors, and participate in business development. The role offers a competitive salary, staff pension, flexible working, and the option to exchange salary for additional annual leave or enhanced

Qualifications

• Strong background in personal tax with excellent technical knowledge.
• CTA qualification preferred; experience-based candidates considered.
• Proactive, detail-oriented with strong client-relations skills.

Responsibilities

• Manage portfolio of personal tax clients.
• Oversee compliance matters and formulate technical tax advice.
• Support clients through Making Tax Digital (MTD).
• Review tax returns and computations; allocate work across the team.
• Mentor junior colleagues and contribute to business development.

Skills

Personal tax

Client management

Tax compliance

Mentor juniors

Education

CTA qualification

Job description

Your new company

A new opportunity has arisen for an experienced Personal Tax Manager to join a successful, well-established independent firm. This role offers the chance to work closely with senior leadership while making a real impact on clients and the wider tax department. You'll support clients with tax advice across a range of matters as well as overseeing the tax compliance process.

Your new role

Working closely with the Tax Partner, you'll manage a portfolio of personal tax clients, overseeing compliance matters and formulating technical tax advice.

You'll also support clients through Making Tax Digital (MTD). You'll review tax returns and computations, support the allocation of work across the team, mentor junior colleagues, and help ensure clients receive exceptional service. You will also have opportunities to get involved in business development and networking activities to support the growth of the department.

What you’ll need to succeed

You'll have a strong background in personal tax with excellent technical knowledge and the confidence to manage client relationships effectively. CTA qualification is preferred, although candidates who are qualified by experience with relevant expertise will also be considered. Strong organisational skills, attention to detail, and a proactive, positive approach are essential.

What you’ll get in return

In return, you'll receive a competitive salary alongside a comprehensive benefits package, including a staff pension scheme, flexible working arrangements, and the option to exchange salary for additional annual leave or enhanced pension contributions. You'll also have the opportunity to work in a supportive environment where your expertise and ideas will be valued.