Personal Tax Manager

Curtis Recruitment Limited; Wokingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

Curtis Recruitment Limited is looking for a Personal Tax Manager to support the Tax Director and manage a portfolio of personal tax clients. Ideal candidates will be qualified ACCA, ATT, ACA or CTA with strong tax experience and excellent communication skills.

This role requires a minimum of 10 years of accountancy practice experience and offers an opportunity to work in a collaborative team environment. You will support junior staff and liaise with HMRC, ensuring compliance and accuracy in tax filings.

Qualifications

• Minimum of 10 years accountancy practice experience.
• In-depth knowledge of UK tax legislation.
• Proven ability to manage a client portfolio independently.

Responsibilities

• Manage a portfolio of personal clients.
• Oversee the preparation and review of tax returns.
• Prepare compliance filings like Capital Gains Tax returns.
• Support Tax Director on advisory projects.
• Act as a main point of contact for clients.
• Review work prepared by junior staff.
• Liaise with HMRC on behalf of clients.
• Ensure deadlines are met.

Skills

Strong tax experience

Good general IT skills

Excellent communication skills

Client portfolio management

Education

Qualified ACCA, ATT, ACA or CTA

Part-qualified or exceptional experience

Tools

Tax and accounting software

Job description

This Personal Tax Manager role is with an independent, well-established accountancy firm and will support the Tax Director with personal tax returns and advisory services to clients, alongside supporting and reviewing the work of Junior team members. The ideal candidate will be qualified ACCA, ATT, ACA or CTA, currently working as a Tax Manager within accountancy practice.

This is a hands‑on role that would suit someone who enjoys client facing work and thrives on being an integral part of a collaborative team working on a mixed portfolio of SME clients.

As Personal Tax Manager your responsibilities will include:

• Manage a portfolio of personal clients – be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation
• Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
• Support the Tax Director on advisory projects, including tax planning and structuring
• Act as a main point of contact for clients, building strong and lasting relationships
• Review work prepared by junior staff, and provide guidance and mentoring
• Liaise with HMRC on behalf of clients
• Ensure deadlines are met and workflows are managed effectively

Please do apply for this Personal Tax Manager role if you can satisfy the following:

• Be a qualified, part-qualified or exceptional qualified by experience accountant
• Strong tax experience gained within a UK accountancy practice – ideally a minimum of 10 years accountancy practice experience
• In‑depth knowledge of UK tax legislation
• Good general IT skills including tax and accounting software
• Proven ability to manage a client portfolio independently
• Excellent communication and interpersonal skills

The successful candidate will benefit from working within a friendly team where you will be able to make this Personal Tax Manager role your own, taking on further responsibility as you progress with the firm.