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Personal Tax Manager / Senior Manager

Pro-Tax

East Midlands, Leicester

Hybrid

GBP 40,000 - 80,000

Full time

Yesterday
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Job summary

An established firm in the East Midlands is seeking a Private Client Tax Manager to join their expert team. This role offers the chance to work with high-net-worth individuals, advising on complex financial decisions and managing tax compliance. You'll enjoy a collaborative culture that fosters career progression while mentoring junior staff and leading client relationships. With hybrid working options and a competitive package, this position is perfect for those looking to make a significant impact in their tax career. If you're ready for the next step, this opportunity is for you!

Benefits

Career Progression
Hybrid Working
Flexi-time
Competitive Package
Development Culture
Collaborative Environment

Qualifications

  • Qualified in ATT/CTA or ACA with solid experience in personal tax.
  • Proven ability to manage client relationships and mentor junior staff.

Responsibilities

  • Manage a portfolio of private clients as account manager.
  • Deliver personal tax compliance and advisory services.
  • Collaborate with teams to provide joined-up solutions.

Skills

Personal Tax Compliance
Advisory Services
Client Relationship Management
Communication Skills
Mentoring
Networking Skills

Education

ATT/CTA or ACA qualified

Job description

Private Client Tax Manager - East Midlands
Locations: Derby | Leicester | Nottingham (Hybrid Working)

An established East Midlands firm - sitting comfortably between mid-tier and large practice - is looking for a talented Private Client Tax Manager to join its specialist team. With offices across Derby, Leicester, and Nottingham, this is an opportunity to work on high-value, complex cases while enjoying a supportive, collaborative culture and real career progression.

About the Role:
This role centres around advising individuals and their related structures on key financial decisions - often involving the assets of families, business owners, and high-net-worth individuals. You'll be the go-to advisor for clients, helping minimise tax liabilities while navigating compliance and planning opportunities.

What You'll Be Doing:

  1. Managing a portfolio of private clients as account manager
  2. Leading the review process across all client matters
  3. Delivering personal tax compliance and advisory services
  4. Collaborating with internal teams to provide clients with joined-up solutions
  5. Mentoring junior team members and reviewing their work
  6. Spotting opportunities for new business and contributing to development efforts
  7. Staying current with tax legislation and planning options

What We're Looking For:

  1. ATT/CTA or ACA qualified (or equivalent)
  2. Solid experience in personal tax, including compliance and advisory
  3. Proven ability to manage a portfolio and lead client relationships
  4. Skilled in reviewing and mentoring more junior staff
  5. Strong communication and networking skills
  6. A team player with a proactive, can-do attitude

What's on Offer:

  1. A clear path for career progression in a growing team
  2. Hybrid working and flexi-time arrangements
  3. Competitive package with great benefits
  4. A culture that encourages development and values collaboration

If you're looking for the next step in your tax career with the chance to make a real impact - let's talk. Apply now and take your career forward.

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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.

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