Personal Tax Manager

Clark Wood; Poole; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy practice in Poole is seeking a Personal Tax Manager to manage personal tax compliance and advisory projects. This role offers hybrid working flexibility, mentoring junior staff, and the chance to engage with high-net-worth clients. Ideal candidates will have relevant qualifications and solid experience in both compliance and advisory work. The firm emphasizes professional development and career progression.

Qualifications

• Qualified in tax with significant experience in personal tax compliance and advisory.
• Strong commercial mindset and technical acumen.
• Experience mentoring junior staff.

Responsibilities

• Manage and deliver personal tax compliance.
• Lead advisory projects such as remuneration planning and inheritance tax.
• Guide and develop junior team members.
• Build client relationships and identify tax planning opportunities.

Skills

Personal tax compliance

Advisory projects

Client relationship management

Leadership

Education

CTA / ACA / ACCA

Job description

Location: Poole (hybrid — office and remote)

This is a fantastic opportunity to join a leading Top 30 accountancy practice in Poole as a Personal Tax Manager. You’ll work with a diverse portfolio of private clients, delivering high-quality compliance and exciting advisory work, all while enjoying the flexibility of hybrid working and the support of a forward-thinking firm.

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Why Apply?

• Take charge of your own portfolio—working with HNWIs, entrepreneurs, landlords, and trusts.

• Lead on compliance and deliver impactful advisory projects (IHT, CGT, trusts, property, and more).

• Hybrid flexibility means the convenience of home-based work, with a vibrant Exeter office for collaboration.

• A strategic role in a dynamic practice that's serious about professional development and progression.

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The Role

You’ll be the go-to advisor for a diverse range of personal tax clients. Expect a mix of:

• Managing and delivering personal tax compliance.

• Leading advisory projects—remuneration planning, inheritance & capital taxes, property issues, international cases.

• Guiding and developing junior team members.

• Building client relationships and spotting tax planning opportunities.

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Who We Want

• Qualified: CTA / ACA / ACCA (STEP or ATT considered a plus).

• Solid practice experience in personal tax, with both compliance and advisory exposure.

• Commercial mindset with sharp technical acumen.

• Capable leader and mentor for junior staff.

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For further details about this Personal Tax opportunity in Poole, please contact Hannah Dolan at Clark Wood: [e-mail] / 07534 842108