Personal Tax Manager - Top 50 Accountancy Firm

Pro-Tax; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in London is seeking a Personal Tax Manager to manage and develop a portfolio of private clients. The role involves delivering high-quality personal tax advice and compliance, leading projects related to inheritance tax and capital gains tax, and mentoring junior staff. Competitive salary and hybrid working options are included.

Benefits

Excellent benefits package

Ongoing training and development opportunities

Supportive work-life balance

Qualifications

• At least 2 years post-qualification experience in personal tax.
• Solid experience in compliance and advisory for private clients.
• Proven ability to manage your own client portfolio.

Responsibilities

• Manage and develop your own portfolio of private clients.
• Deliver high-quality personal tax compliance and advisory work.
• Lead on inheritance tax and capital gains tax projects.

Skills

Client management

Tax compliance and advisory

Problem-solving

Communication skills

Technical understanding of UK personal tax

Education

CTA qualification

Job description

Personal Tax Manager – Top 50 Accountancy Firm

£70,000 + excellent benefits
London / Hybrid working

Overview

Join a progressive, people-focused firm where your expertise is valued and your ideas make an impact. Our client is a Top 50 UK accountancy firm renowned for its innovative and high-quality private client tax and advisory services. Their clients range from high‑net‑worth individuals and entrepreneurs to international groups and family offices, offering variety, challenge, and the chance to build lasting relationships with exceptional clients.

Opportunity

As a Personal Tax Manager, you'll play a key role in delivering a blend of advisory and compliance work for a diverse portfolio of private clients. You'll manage complex cases involving residence and domicile, inheritance tax, and capital gains tax planning, while providing clear, commercial advice that makes a real difference. You'll also have the opportunity to lead client relationships, mentor junior staff, and contribute to the growth and success of the Private Client team – all within a collaborative environment that prioritises flexibility, trust, and development.

What You’ll Be Doing

• Manage and develop your own portfolio of private clients.
• Deliver high‑quality personal tax compliance and advisory work.
• Lead on IHT, CGT, and residence/domicile projects.
• Review work prepared by junior team members and provide constructive feedback.
• Plan and oversee assignments, ensuring deadlines and budgets are met.
• Support Partners with proposals, presentations, and client development.
• Keep abreast of evolving legislation and identify opportunities for clients.

About You

• Confident, client‑focused tax professional who enjoys solving complex problems and building trusted relationships.
• CTA qualification with at least 2 years post‑qualification experience.
• Solid experience in both compliance and advisory for private clients.
• Proven ability to manage your own client portfolio.
• Excellent communication skills with a collaborative approach.
• Strong technical understanding of UK personal tax matters, particularly for SMEs, entrepreneurs, and HNW individuals.

Why Join

• ✅ Exposure to exceptional clients across private and corporate sectors.
• ✅ Supportive, inclusive culture with genuine work‑life balance.
• ✅ Career progression within a firm that invests in its people.
• ✅ Ongoing training, mentoring, and development opportunities.
• ✅ Competitive salary, hybrid working, and excellent benefits package.

To apply, contact John Corfield at Pro Tax.

Phone: [phone]
Email: [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.