Personal Tax Manager

Sheridan Maine London; Luton; On-site; GBP 52,000 - 76,000; Full time

Job summary

Sheridan Maine is working with a well-established Luton-based accountancy practice to recruit an experienced Personal Tax Manager. You will oversee a varied portfolio of individuals, business owners and high-net-worth clients, delivering compliance and advisory services with ownership over key tax matters.

The role involves managing client relationships, providing proactive tax planning, and contributing to the development of more junior staff within a supportive team.

Qualifications

• Strong UK personal tax knowledge and ability to manage complex client portfolios.
• Experience with self-assessment, capital gains tax and tax planning.
• Excellent communication and client relationship skills.
• Ability to manage workload and meet deadlines with minimal supervision.
• ATT and/or CTA qualified or qualified by experience.

Responsibilities

• Manage a diverse portfolio of personal tax clients from preparation through submission.
• Review and oversee self-assessment tax returns.
• Advise clients on a range of personal tax matters.
• Provide tax planning and advisory support to individuals and business owners.
• Maintain strong client relationships and respond to queries with commercially focused advice.
• Keep up to date with changes in tax legislation and ensure client compliance.
• Assist with ad hoc tax projects and mentoring junior team members.

Skills

Personal tax knowledge

Portfolio management

Client relationship skills

Attention to detail

Time management

Proactive/commercial mindset

Communication skills

Education

ATT or CTA (or equivalent)

Job description

Personal Tax Manager, Luton Accountancy Practice Full Time, Permanent

\"Act as if what you do makes a difference. IT DOES.\" William James.

Sheridan Maine is delighted to be working with a well-established accountancy practice based in Luton, which is looking to appoint an experienced Personal Tax Manager to join its growing team.

This is an excellent opportunity for a confident tax professional who enjoys working closely with clients and is looking for a role where they can take ownership of a varied portfolio while continuing to develop their career.

As Personal Tax Manager, you will manage a diverse portfolio of individuals, business owners and high-net-worth clients, providing a combination of personal tax compliance and advisory services.

Your responsibilities as Personal Tax Manager will include:

• Managing a portfolio of personal tax clients from preparation through to submission
• Reviewing and overseeing self-assessment tax returns
• Advising clients on a range of personal tax matters
• Providing tax planning and advisory support to individuals and business owners
• Dealing with income tax, capital gains tax and other personal tax matters
• Reviewing work prepared by junior members of the team
• Responding to client queries and providing clear, commercially focused advice
• Building and maintaining strong, long-term client relationships
• Keeping up to date with changes in tax legislation and ensuring clients remain compliant
• Supporting the wider practice with ad hoc tax projects and advisory work
• Assisting with the development and mentoring of more junior team members

The successful Personal Tax Manager will have strong experience in personal tax, ideally gained within an accountancy practice, and will be confident managing client relationships and complex tax matters.

You will ideally have:

• Previous experience in a Personal Tax Manager or similar role
• Strong UK personal tax knowledge
• Experience managing a portfolio of personal tax clients
• Experience with self-assessment, capital gains tax and tax planning
• Excellent communication and client relationship skills
• Strong attention to detail and organisational skills
• The ability to manage your own workload and meet deadlines
• A proactive and commercially minded approach
• ATT and/or CTA qualified or qualified by experience

This is a fantastic opportunity to join an established accountancy practice with a diverse client base and a strong reputation for providing a professional and personal service.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.