Personal Tax Manager - Leicester

Pro-Tax; East Midlands; On-site; GBP 50,000 - 70,000; Full time

Job summary

A forward-thinking accountancy firm in the East Midlands is seeking a Personal Tax Manager to manage a diverse portfolio of personal tax clients, including high net worth individuals. The ideal candidate will be CTA qualified with strong technical knowledge. This role offers significant career progression and the chance to influence the firm's direction during an exciting growth phase.

Qualifications

• Demonstrable experience in personal tax.
• Confidence in applying personal tax legislation.
• Ability to work independently within a team.

Responsibilities

• Manage and develop a diverse portfolio of personal tax clients.
• Review complex self-assessment tax returns.
• Lead on tax planning projects.
• Provide proactive personal tax advice.
• Support and mentor junior staff.
• Build strong client relationships.
• Contribute to business development.

Skills

Strong technical knowledge of personal tax legislation

Excellent client management skills

Strong communication skills

Proactive, solution-focused approach

Education

CTA qualified

Job description

Overview

Are you ready to take the next step in your career in personal tax and join a dynamic firm that's entering an exciting new phase of growth? Our client is a forward-thinking accountancy practice with ambitious expansion plans, including acquisitions already in the pipeline. This is a genuine opportunity to become part of a business at a pivotal stage, where you'll not only manage a varied portfolio of personal tax clients but also contribute to shaping the future direction of the firm.

We are seeking a driven and commercially minded Personal Tax Manager, ideally professionally qualified (CTA preferred, though we are open to strong candidates with equivalent experience). This role offers autonomy, career progression, and the chance to be part of a growing team where your expertise and initiative will make a tangible impact.

The Role

• Take responsibility for managing and developing a diverse portfolio of personal tax clients, including HNWIs, directors, entrepreneurs, and business owners.
• Review complex self-assessment tax returns and advise on a wide range of compliance and advisory matters.
• Lead on tax planning projects covering areas such as capital gains tax, inheritance tax, trusts, and residency issues.
• Provide proactive personal tax advice to clients, helping them navigate regulatory changes and optimise their tax position.
• Support and mentor junior staff, reviewing work and encouraging their professional development.
• Build strong client relationships, acting as a trusted adviser.
• Contribute to wider business development, including supporting partners with new client wins and cross-referrals.

About You

• CTA qualified (or equivalent), with demonstrable experience in personal tax.
• Strong technical knowledge of personal tax legislation and confidence in applying this across a range of situations.
• Excellent client management and communication skills.
• A proactive, solution-focused approach with the ability to work independently as well as within a collaborative team.

Why Join?

This is not just another personal tax role. You'll be joining a firm in the midst of an ambitious growth journey, where acquisitions and investment are creating significant opportunities for career progression and involvement in exciting new projects. The leadership team is committed to developing its people, ensuring that talented professionals like you are supported and rewarded.

If you're looking to step up into a managerial role in personal tax, or if you're an experienced manager seeking a new challenge with real prospects, we'd love to hear from you.

Give me a calll on 07877 121163 or email me direct [e-mail]

________

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.