Personal Tax Manager

Trades Workforce Solutions; Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in Ipswich is looking for a Personal Tax Manager to manage a team and take ownership of a client portfolio. This role offers the opportunity to provide proactive tax services while fostering a high-performing team culture. Ideal candidates will have ACA, ATT, or CTA qualifications, with proven team management and strong client relationship skills. If you're ambitious and seek a role that blends autonomy with support, this is a unique opportunity to contribute meaningfully.

Qualifications

• Proven experience managing a team and developing staff.
• Experience advising high-net-worth clients on personal tax, investments, and trusts.

Responsibilities

• Manage and develop a team of Personal Tax professionals.
• Review and prepare complex personal tax returns for high-net-worth individuals.
• Provide proactive tax planning and advisory services to clients.

Skills

Client management skills

Team management

Tax planning

Proactive and ethical mindset

Education

ACA, ATT, or CTA qualification

Tools

Tax software platforms

Microsoft Excel

Job description

NXTGEN is delighted to be working with a progressive and highly regarded accountancy practice in Ipswich to recruit a Personal Tax Manager. This is a unique opportunity for a seasoned Manager or an ambitious Assistant Manager looking to take the next step in their career. The firm prides itself on delivering high-quality, personalised service to its clients, and this role offers the chance to shape a Personal Tax team in a way that aligns with your professional values and ethics.

This role is perfect for someone who wants to make a tangible impact. You’ll have the freedom to take ownership of an existing client portfolio, build and develop your team, and influence the way the service is delivered. At the same time, you’ll benefit from the support of an established team in another office, providing a safety net of guidance, expertise, and shared resources. It’s the ideal combination of autonomy and collaboration, allowing you to create something meaningful without starting from scratch.

The firm is forward-thinking and values personal growth and career development. They understand that high-performing teams thrive when they have the space to innovate, supported by strong governance and mentorship. You’ll be joining a culture that encourages professional development, celebrates success, and actively supports team members in taking on more responsibility.

Key Responsibilities:

• Manage and develop a team of Personal Tax professionals, fostering a collaborative and high-performing culture
• Take ownership of an existing client portfolio while continuing to build and grow the business
• Review and prepare complex personal tax returns for high-net-worth individuals, partnerships, and directors
• Provide proactive tax planning and advisory services to clients
• Mentor and support junior staff, ensuring high-quality outputs and compliance with deadlines
• Work closely with colleagues across other offices to leverage expertise and deliver exceptional client service

What We’re Looking For:

• ACA, ATT, or CTA qualified, or equivalent experience in a personal tax role
• Proven experience managing a team and developing staff
• Strong client management skills with the ability to build long-term relationships
• Experience in advising high-net-worth clients on personal tax, investments, and trusts
• Confident working with multiple tax software platforms and Microsoft Excel
• Ambitious, proactive, and ethical with a desire to shape a team and service offering

If you’re looking for a role where you can combine autonomy with support, build a team that reflects your values, and take personal responsibility for client service and growth, this is a rare and exciting opportunity.

Salary dependent on experience.