Personal Tax Senior Manager

TieTalent; Coventry; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading accountancy firm in Coventry is seeking a Personal Tax Senior Manager to manage a diverse portfolio of private clients. The role offers opportunities for business development, team leadership, and significant contribution to the firm's strategic initiatives. Ideal candidates are ACA/ACCA/CTA qualified with a solid track record in private client tax, looking for an environment that promotes professional growth and a collaborative culture.

Benefits

Flexible 37.5-hour work week

Holiday Package: 28 days + 8 bank holidays

Study Support for CTA, ACCA

Clear pathway to Director-level role

Regular team socials

Monthly dress-down Fridays

Pension

Qualifications

• Significant experience in private client tax, preferably in accountancy.
• Demonstrable leadership experience and mentoring skills.
• Ability to work collaboratively across departments.

Responsibilities

• Manage a portfolio of private clients for tax advice.
• Lead personal tax team and mentor junior staff.
• Oversee complex personal tax returns for accuracy.

Skills

Strong technical knowledge of UK tax legislation

Excellent communication skills

Leadership experience

Client-first approach

Education

ACA/ACCA/CTA qualified or equivalent

STEP or Probate Practitioner (desirable)

Job description

Our client is a well-established and forward-thinking accountancy firm with around 40 staff based in Coventry, providing expert audit, tax consultancy, and private client services. Known for their collaborative and professional culture, the firm offers a relaxed but high-performing environment with flexible hybrid working. Due to continued growth and evolving client needs, they are now seeking a Personal Tax Senior Manager to support their expanding private client tax team.

This is a key senior-level position within the Personal Tax department, responsible for managing a high-value portfolio of private clients, including Hight Net Worth Individuals, business owners, and trusts. You will support the firm's strategic tax initiatives and act as a technical escalation point, guiding the Personal Tax Manager and mentoring junior staff. This client-facing role requires strong leadership, business development acumen, and a proactive approach to delivering tailored tax planning and compliance solutions. You'll play an instrumental role in shaping the future of the firm's tax service offering.

Personal Tax Senior Manager Job Overview

• Manage a diverse portfolio of private clients, providing expert advice across income tax, capital gains, inheritance tax, and trust matters.
• Lead and support the personal tax team, offering mentoring and technical guidance.
• Oversee and review complex personal tax returns, ensuring accuracy and compliance.
• Provide bespoke tax planning and structuring advice aligned with clients' financial goals.
• Collaborate with other departments to deliver a holistic service and identify cross-selling opportunities.
• Contribute to strategic tax planning, business development, and marketing initiatives.
• Stay informed of legislative changes and represent the firm in client meetings and external networking events.

Personal Tax Senior Manager Job Requirements

• ACA/ACCA/CTA qualified (or equivalent); STEP or Probate Practitioner is desirable.
• Significant experience in private client tax, preferably within an accountancy practice.
• Strong technical knowledge of UK tax legislation and compliance.
• Demonstrable leadership experience and the ability to mentor staff effectively
• Excellent communication skills and a consultative, client-first approach.

Personal Tax Senior Manager Salary & Benefits

• Salary: £55,000 - £65,000 (DOE)
• Flexible 37.5-hour work week (9:00 am - 5:30 pm)
• Holiday Package: 28 days + 8 bank holidays
• Hybrid Working: 3 days in the office, 2 days from home
• Progression: Clear pathway to Director-level role
• Study Support: CTA, ACCA, and other relevant qualifications
• Regular team socials, including days at the races
• Monthly dress-down Fridays
• Supportive and people-focused working environment
• Pension

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.

TITL1_UKTJ