Personal Tax Manager

Clark Wood; High Wycombe; On-site; GBP 50,000 - 70,000; Full time

Job summary

A well-established accountancy practice in High Wycombe is seeking a Personal Tax Manager to lead a portfolio of high-net-worth individuals. The role involves delivering tax compliance and advisory services, mentoring junior staff, and offers a clear progression path in a flexible working environment.

Benefits

Hybrid working – 2 days per week from home

Pension scheme

Private healthcare

Clear progression path to Senior Manager / Director level

Qualifications

• Proven experience managing a portfolio of personal tax clients.
• Strong technical knowledge of UK personal tax and related advisory work.
• Organised, proactive, and comfortable managing deadlines.

Responsibilities

• Managing a portfolio of personal tax clients.
• Preparing and reviewing self-assessment tax returns.
• Advising clients on personal tax planning, including IHT and trusts.

Skills

Interpersonal skills

Communication skills

Organisational skills

Education

CTA qualified

ACA/ACCA with strong personal tax experience

Job description

Contact:

David Elliot

Contact email:

[e-mail]

Contact phone:

07538 908463

Published:

1 day ago

Expiry date:

2025-07-31

Startdate:

ASAP

Location: High Wycombe (Hybrid Working Available)

About the Firm

A well-established, independent accountancy practice in Buckinghamshire is seeking a Personal Tax Manager to join their growing private client team. Known for their client-focused service and supportive working environment, the firm offers excellent flexibility, parking on-site, and a modern approach to tax advisory and compliance.

The Role

You’ll take ownership of a portfolio of HNWIs, business owners, and private clients, delivering high-quality tax compliance and advisory services. This is a key leadership role, offering progression and the opportunity to get involved in trust, estate, and inheritance tax planning.

Managing a portfolio of personal tax clients

Preparing and reviewing self-assessment tax returns

Advising clients on personal tax planning, including IHT, trusts, and residency

Handling HMRC enquiries and correspondence

Supervising and mentoring junior staff

Assisting with the growth and development of the private client team

Working with Partners on ad hoc planning and project work

CTA qualified (or ACA/ACCA with strong personal tax experience)

Proven experience managing a portfolio of personal tax clients

Strong technical knowledge of UK personal tax and related advisory work

Excellent interpersonal and communication skills

Organised, proactive, and comfortable managing deadlines

What’s on Offer

Hybrid working – 2 days per week from home

Pension scheme and private healthcare

Clear progression path to Senior Manager / Director level

This is a fantastic opportunity for a tax professional looking to take the next step in a flexible, client-centric environment without the pressures of a city commute.

Interested? Apply now or get in touch!

If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role