Personal Tax Manager

www.topfinancialjobs.co.uk - Jobboard; Worcester; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Tax Manager to lead their Private Client Tax team in Worcester. This exciting role offers the chance to manage a diverse portfolio while ensuring compliance and providing tailored advisory services. With a focus on team development and client satisfaction, this position is ideal for experienced tax professionals looking to advance their careers. Enjoy hybrid working options, generous annual leave, and various employee benefits, including an Electric Car Scheme and enhanced family pay. Join a supportive and dynamic firm that values your expertise and offers significant career progression opportunities.

Benefits

25 days annual leave plus bank holidays

Electric Car Scheme

Cycle to Work Scheme

Life Assurance

Flexible Holiday Purchase Scheme

Enhanced Family Pay

Employee Assistance Programme

Qualifications

• Qualified CTA preferred; ACA or ATT considered with strong personal tax experience.
• Experience in private client tax within a UK accountancy practice.

Responsibilities

• Manage and oversee a portfolio of private clients for tax compliance services.
• Review self-assessment tax returns and provide tailored tax planning.

Skills

Personal Tax Compliance

Advisory Services

Client Management

Communication Skills

Mentoring

Education

CTA Qualified

ACA/ATT Considered

Job description

Location: Worcester, Worcestershire

Description: Personal Tax Manager
Location: Worcester
Competitive Salary Full-Time

About the Role

We are working on behalf of a leading accountancy practice in Worcester to recruit a Personal Tax Manager, following continued business growth. This is an exciting opportunity for an experienced personal tax professional to join a dynamic and supportive firm in a leadership position within the Private Client Tax team.

As a Personal Tax Manager, you will be responsible for overseeing personal and trust tax compliance for a diverse portfolio of clients.

In addition to compliance you will also be involved in advisory projects, helping clients minimise tax liabilities within the framework of current legislation.

This position is ideal for a proven Manager or a high-performing Assistant Manager ready to take the next step.

Personal Tax Manager Responsibilities:

• Manage and oversee a portfolio of private clients, ensuring accurate and timely delivery of personal and trust tax compliance services.
• Review self-assessment tax returns prepared by junior team members, ensuring quality standards before submission.
• Provide tailored tax planning and advisory services.
• Be a point of contact for complex client queries, delivering clear and proactive advice.
• Contribute to team development through supervision, technical guidance, and performance reviews.
• Liaise directly with HMRC and third parties when required on client matters.
• Ensure all work complies with relevant legislation, internal policies, and professional standards.

Personal Tax Manager Requirements:

• Qualified CTA preferred; ACA or ATT considered with strong personal tax experience.
• Experience in private client tax within a UK accountancy practice.
• Ability to manage a client portfolio independently.
• Strong review skills and attention to detail.
• Excellent communication skills with the ability to explain complex tax issues in a clear, client-friendly manner.
• Proven ability to mentor and support junior colleagues.

In return:

• Hybrid and flexible working options - 3 days in office.
• 25 days annual leave, plus bank holidays.
• Career progression opportunities.
• Electric Car Scheme.
• Cycle to Work Scheme.
• Life Assurance.
• Flexible Holiday Purchase Scheme.
• Enhanced Family Pay maternity, paternity, parental, and compassionate leave.
• Employee Assistance Programme 24/7 confidential helpline and online support.

If you're an experienced personal or private client tax specialist ready to step into a managerial role or already working at that level this is a fantastic opportunity to join a growing team in a well-regarded practice.