Personal Tax Manager

PRO-TAX RECRUITMENT LIMITED; West of England; Hybrid; GBP 52,000 - 60,000; Full time

Benefits offered by this job

Hybrid working

25 days leave + bank holidays

Contributory pension

Life assurance

Profit-sharing

Discretionary bonus

Flexible benefits

Job summary

PRO-TAX RECRUITMENT LIMITED is seeking a Personal Tax Manager in Bristol to lead a portfolio of personal tax clients, oversee compliance cycles, and provide tailored advisory support. The role emphasizes supervision of junior staff, collaboration within a growing Top 20 firm, and involvement in wider firm initiatives.

Applicants must be ATT/ACA/CTA qualified with proven personal tax compliance and advisory experience.

Qualifications

• Must be ATT/ACA/CTA qualified.
• Proven experience in personal tax compliance and advisory.
• Experience managing a client portfolio and reviewing junior staff work.
• Background within professional services.
• Ability to work independently and as part of a team.

Responsibilities

• Manage a portfolio of personal tax clients.
• Oversee the personal tax compliance cycle.
• Review work prepared by junior tax staff.
• Provide tailored tax advice (inheritance tax, capital gains, trust planning, international tax).
• Ensure deadlines and compliance are met; mentor junior staff.

Skills

Tax compliance

Advisory services

Portfolio management

Mentoring juniors

Team collaboration

Education

ATT/ACA/CTA qualified

Job description

Personal Tax Manager

Bristol

£52,000 - £60,000

An exciting opportunity has arisen for an experienced Personal Tax Manager to join a well-established and growing Top 20 accountancy practice.

This role focuses on managing the personal tax compliance cycle, alongside providing ad hoc advisory services to a diverse portfolio of clients including individuals, trusts, partnerships and LLPs. A significant proportion of work relates to landed estates and rural businesses.

What's great about this Personal Tax Manager role?

• 35 hour working week
• Hybrid working
• 25 days annual leave plus bank holidays
• Contributory pension scheme
• Life assurance cover
• Profit-sharing scheme
• Discretionary bonus scheme
• Flexible benefits and family-friendly policies

Your role as a Personal Tax Manager:

You will also play a key role in supporting and developing junior team members, contributing to a collaborative and high-performing environment. There are additional opportunities to get involved in wider firm initiatives, including advisory projects, internal committees and presentations.

• Manage a portfolio of personal tax clients.
• Oversee the personal tax compliance cycle.
• Review work prepared by junior tax staff.

Provide tailored tax advice, including:

• Inheritance tax planning
• Capital gains tax planning
• Trust planning
• International tax matters

• Ensure all deadlines and compliance requirements are met.
• Support and mentor junior team members.

What you'll need to succeed:

• You must be ATT/ACA/CTA qualified.
• Proven experience in personal tax compliance and advisory.
• Previous experience managing a client portfolio and reviewing junior staff work.
• Background within professional services.
• Ability to work both independently and as part of a team.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.