Personal Tax Manager

Insite Group; Reading; On-site; GBP 59,000 - 70,000; Full time

Job summary

Insite Group is seeking a Personal Tax Manager to lead tax compliance and advisory services. This role offers ownership of high-quality personal tax services and opportunity to mentor junior staff, based in their Reading office. The ideal candidate will possess a minimum of 5 years of experience in the practice tax field, along with ATT or CTA qualifications.

Benefits

25 days annual leave + bank holidays

Optional purchase of up to 5 additional leave days

Company pension scheme

Life assurance (4x annual salary)

Employee Assistance Programme (24/7 support)

Flexible Benefits Platform

Qualifications

• Experienced in personal tax compliance and advisory.
• Knowledge of current tax legislation and client service excellence.
• Minimum 5 years in practice and ATT or CTA qualifications.

Responsibilities

• Prepare and manage tax returns for clients.
• Advise clients on tax planning and compliance.
• Support and develop junior team members.

Skills

Client Management

Tax Compliance

Advisory Skills

Communication Skills

Education

ATT or CTA qualified

5 years' experience in practice tax

Job description

2 days ago Be among the first 25 applicants

This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Insite Group

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Ready to Lead Personal Tax Excellence? Join A Brilliant Growing Team!

Help Shape the Future of Tax Advisory Services

My client have been reimagining the future of accountancy by bringing together leading business advisory and accountancy practices across the UK and Ireland. With over 2,500 colleagues across the regional offices, they're united by their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.

They're seeking an experienced and motivated Personal Tax Manager to lead their growing portfolio of personal tax clients. This is an exciting opportunity to take ownership of high-quality personal tax compliance and advisory services whilst mentoring junior staff and collaborating with partners to expand the tax offering.

Job Title: Personal Tax Manager

Location: Reading Office, RG6

Salary: Up to £70,000!

Role Responsbilities -

Client Management & Compliance:

• Prepare and manage tax returns for a diverse portfolio of clients, including landlords
• Review tax returns prepared by team members to ensure accuracy and compliance
• Liaise directly with HMRC on compliance checks, Let Property Campaign, Worldwide Disclosure Facility, and 60-day CGT reporting
• Ensure timely communication of tax liabilities to clients

Advisory & Planning:

• Provide comprehensive tax planning advice covering all taxes, including inheritance tax
• Advise clients on complex residency matters
• Maintain current knowledge of evolving tax legislation
• Deliver exceptional client service in all advisory interactions

Team Leadership & Operations:

• Oversee the firm's personal tax compliance to meet all deadlines and KPIs
• Support and develop junior team members
• Report weekly to the Tax Director on portfolio performance and client matters

What They're Looking For -

• Minimum 5 years' experience in a practice tax environment
• ATT or CTA qualified (or in final stages of CTA qualification)
• Proven track record of delivering excellent client service
• Strong ability to work independently and meet strict deadlines
• Excellent written and verbal communication skills

What They Can Offer -

Work-Life Balance:

• 25 days annual leave + bank holidays
• Option to purchase up to 5 additional days (maximum 30 days)
• Business closure over Christmas*
• Additional leave days with seniority
• Company pension scheme
• Life assurance (4x annual salary)
• Enhanced family leave and sick pay policies
• Employee Assistance Programme (24/7 support)

Flexible Benefits Platform:

• Optional insurances at corporate rates including PMI, critical illness cover, cash plan
• Cycle to work scheme
• Eye care and dental coverage
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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