Personal Tax Manager

Dunwall; Greater London; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Free onsite parking

Hybrid working considered

Immediate start

Job summary

Dunwall in Cheshire is seeking an experienced Personal Tax Manager to lead a varied personal tax portfolio within a well-established professional services business.

You'll manage client relationships, prepare and review personal tax returns, provide tax planning advice, attend face-to-face meetings, and liaise with HMRC, all with autonomy in a supportive team.

Qualifications

• Qualified or qualified by experience; ATT not required.
• Strong personal tax experience and client-facing skills.
• Ability to manage multiple client portfolios with autonomy.

Responsibilities

• Managing a portfolio of personal tax clients.
• Preparing and reviewing personal tax returns.
• Providing personal tax advice and support to clients.
• Building and maintaining strong client relationships.
• Attending face-to-face client meetings.
• Managing workload and deadlines across portfolios.
• Handling HMRC correspondence and queries.
• Identifying tax planning opportunities where appropriate.
• Collaborating with wider tax team on complex matters.

Skills

Personal tax

Client facing

Tax advice

Portfolio management

Client relationships

HMRC correspondence

Education

ATT not required

Job description

Personal Tax Manager

Location: Cheshire

Salary: £45,000 - £50,000 per annum, DOE

Contract: Full time, Permanent

Working pattern: Office-based preferred, hybrid considered

Benefits

• Free onsite parking, Hybrid working considered, Strong staff retention and supportive team and an Immediate start available.

An excellent opportunity for an experienced Tax Manager or strong Tax Senior to join a well-established and highly regarded professional services business.

You'll manage a varied personal tax portfolio, working closely with clients and taking real ownership of your workload. This is a highly autonomous role within a stable team where staff retention is excellent.

As our Personal Tax Manager you will be responsible for:

• Managing a portfolio of personal tax clients.
• Preparing and reviewing personal tax returns.
• Providing personal tax advice and support to clients.
• Building and maintaining strong client relationships.
• Attending face-to-face client meetings.
• Managing your own workload, deadlines and client portfolio.
• Dealing with HMRC correspondence and queries.
• Identifying tax planning opportunities where appropriate.
• Working closely with colleagues across the wider tax team.
• Supporting more complex tax matters as required.
• Exposure to trusts and tax restructures would be advantageous but isn't essential.

About you

We're open to candidates who are qualified or qualified by experience. ATT isn't required.

You'll ideally have strong personal tax experience, good technical knowledge and, importantly, enjoy being client-facing and building long-term relationships.

This is a great opportunity for someone who wants autonomy, a stable working environment and a genuinely strong team around them.