Personal Tax Manager

Sweeting & Smedley; Wokingham; On-site; GBP 55,000 - 75,000; Full time

Job summary

Sweeting and Smedley Limited, an established accounting and tax practice based in Hurst near Wokingham, seeks a full-time Tax Manager to lead personal tax work and mentor the team. You will review Personal Tax Returns, CGT returns, and advise on tax-efficient structures while supporting client service across sectors.

The role requires strong knowledge of UK tax legislation, at least 5 years in practice, and the ability to manage deadlines, liaise with HMRC, and coordinate with other service

Qualifications

• Minimum 5 years accountancy practice experience.
• Strong knowledge of UK tax legislation.
• Experience reviewing and preparing personal tax returns.
• Qualified, part-qualified, or qualified by experience.
• Excellent communication and interpersonal skills.

Responsibilities

• Review and oversee personal tax returns and CGT filings.
• Advise clients on tax-efficient structures and planning opportunities.
• Liaise with HMRC on behalf of clients.
• Mentor junior staff and support process improvements.
• Manage deadlines and MTD for income tax reporting.
• Collaborate with other service lines to deliver integrated support.

Skills

Personal tax

CGT returns

Tax planning

Client management

Communication

Education

Qualified accountant (ACA/ACCA)

Part-qualified acceptable

Job description

Sweeting and Smedley Limited is a well established firm specializing in accounting and tax solutions for individuals and businesses. Based in Hurst (nr Wokingham), the firm supports clients across a range of sectors with a focus on accuracy and reliability.

Role Description

This is a full-time, office based Tax Manager role based in Hurst (near Wokingham). Daily responsibilities include reviewing Personal Tax Returns prepared by the team, preparing Personal Tax Returns and CGT Returns, managing tax queries from clients and authorities, and monitoring deadlines across various tax regimes. The role involves advising clients on tax-efficient structures, identifying planning opportunities, and interpreting changes in tax law to provide clear, practical guidance. The Tax Manager will also mentor junior team members, contribute to process improvements, and collaborate with other service lines to provide integrated client support.

Key Responsibilities

• Manage a portfolio of personal clients
• Oversee the preparation and review of personal 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.
• Be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner.
• Manage MTD for income tax reporting.
• 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.
• Strong experience in a tax role within a UK practice.
• In-depth knowledge of UK tax legislation.
• Be a qualified, part-qualified or qualified by experience accountant
• Have a minimum of 5 years accountancy practice experience.
• Proven ability to manage a client portfolio independently.
• Excellent communication and interpersonal skills.