Personal Tax Manager

Allscreens Nationwide Ltd; Guildford; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Generous annual leave

Family-friendly benefits

Social and team events

Career progression opportunities

Job summary

A well-established accountancy practice is seeking an experienced Personal Tax Manager to join its expanding tax team in the South East. You will manage a portfolio of personal tax clients, supporting partners on advisory projects and delivering high-quality client service.

The role combines compliance, advisory work and people management, with hybrid working and a competitive salary. You will mentor junior staff and contribute to business development and client relationships.

Qualifications

• ATT and/or CTA qualification or equivalent
• Proven personal tax experience in an accountancy practice
• Strong technical personal tax knowledge
• Experience managing a client portfolio
• Supervisory or team leadership experience
• Proactive and commercial approach to client service

Responsibilities

• Deliver personal tax compliance services for a portfolio of clients
• Advise clients on personal tax planning matters
• Review tax returns and computations for accuracy
• Serve as key contact for clients and HMRC
• Support and develop junior team members
• Oversee workflow, deadlines and client service standards
• Collaborate with senior stakeholders on complex tax matters
• Contribute to business development and client relationship building

Skills

Personal tax knowledge

Portfolio management

Communication & relationship-building

Leadership experience

Prior client-service orientation

Prioritisation & multitasking

Education

ATT and/or CTA qualified

Job description

A well-established and growing accountancy practice is seeking an experienced Personal Tax Manager to join its expanding tax team. With a strong reputation for client service and technical excellence, the firm supports a broad range of private clients, business owners and high-net-worth individuals across the South East.This is an opportunity to join a collaborative environment where you'll have genuine client exposure, autonomy and the chance to play a key role in the continued growth of the tax function.

Your new role

ou'll take responsibility for a portfolio of personal tax clients whilst supporting partners and senior leaders on a variety of advisory projects.Key responsibilities include:

• Managing the delivery of personal tax compliance services
• Advising clients on a range of personal tax planning matters
• Reviewing tax returns and associated computations
• Acting as a key point of contact for clients and HMRC
• Supporting and developing junior members of the team
• Overseeing workflow, deadlines and client service standards
• Working closely with senior stakeholders on complex tax matters
• Contributing to business development and relationship-building activities

The role offers an excellent blend of compliance, advisory and people management responsibilities.

What you'll need to succeed

You will ideally be ATT and/or CTA qualified and have proven experience working within personal tax in an accountancy practice environment.You'll also demonstrate:

• Strong technical personal tax knowledge
• Experience managing a portfolio of clients
• Excellent communication and relationship-building skills
• Previous supervisory or team leadership experience
• A proactive and commercial approach to client service
• The ability to manage competing priorities effectively

What you'll get in return

• Competitive salary from £50,000 depending on experience
• Hybrid and flexible working options
• Generous annual leave allowance
• Enhanced family-friendly benefits
• Social and team events throughout the year
• Genuine opportunities for progression and career development