Personal Tax Manager

Dunwall

Warrington

Hybrid

GBP 45,000 - 50,000

Full time

8 days ago
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Benefits offered by this job

Free onsite parking
Hybrid working considered
Immediate start

Job summary

Dunwall is seeking a Personal Tax Manager in Cheshire to lead a portfolio of personal tax clients with autonomy and a strong client-service focus. You will prepare and review personal tax returns, provide tax planning advice, and maintain close relationships with clients while meeting deadlines.

The role is office-based with hybrid consideration, offering a stable team environment, opportunity to influence the workload, and an immediate start for the right candidate.

Qualifications

  • Experience in managing a portfolio of personal tax clients.
  • Ability to prepare and review personal tax returns.
  • Strong client-facing skills and ability to build long-term relationships.

Responsibilities

  • Managing a portfolio of personal tax clients.
  • Preparing and reviewing personal tax returns.
  • Providing personal tax advice and support to clients.
  • Building and maintaining strong client relationships.
  • Attending face-to-face client meetings.
  • Managing workload, deadlines and client portfolio.
  • Dealing with HMRC correspondence and queries.
  • Identifying tax planning opportunities where appropriate.
  • Working with colleagues across the wider tax team.
  • Supporting more complex tax matters as required.

Skills

Personal tax
Client relations
Tax planning
Attention to detail

Education

Qualified by experience

Job description

Personal Tax Manager

Location: Cheshire

Salary: £45,000 - £50,000 per annum, DOE

Contract: Full time, Permanent

Working pattern: Office-based preferred, hybrid considered

Benefits
  • Free onsite parking, Hybrid working considered, Strong staff retention and supportive team and an Immediate start available.

An excellent opportunity for an experienced Tax Manager or strong Tax Senior to join a well-established and highly regarded professional services business.

You'll manage a varied personal tax portfolio, working closely with clients and taking real ownership of your workload. This is a highly autonomous role within a stable team where staff retention is excellent.

As our Personal Tax Manager you will be responsible for:
  • Managing a portfolio of personal tax clients.
  • Preparing and reviewing personal tax returns.
  • Providing personal tax advice and support to clients.
  • Building and maintaining strong client relationships.
  • Attending face-to-face client meetings.
  • Managing your own workload, deadlines and client portfolio.
  • Dealing with HMRC correspondence and queries.
  • Identifying tax planning opportunities where appropriate.
  • Working closely with colleagues across the wider tax team.
  • Supporting more complex tax matters as required.
  • Exposure to trusts and tax restructures would be advantageous but isn't essential.
About you

We're open to candidates who are qualified or qualified by experience. ATT isn't required.

You'll ideally have strong personal tax experience, good technical knowledge and, importantly, enjoy being client-facing and building long-term relationships.

This is a great opportunity for someone who wants autonomy, a stable working environment and a genuinely strong team around them.

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