Personal Tax Senior Manager

Bennett And Game Recruitment; Coventry; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A well-established accountancy firm in Coventry seeks a Personal Tax Senior Manager to lead the private client tax team. The role involves managing high-value portfolios and mentoring junior staff. Candidates should be ACA/ACCA/CTA qualified with substantial experience in private client tax and strong leadership skills.

Benefits

Flexible 37.5-hour work week

28 days holiday + 8 bank holidays

Study support for CTA, ACCA, and more

Hybrid working model

Clear progression pathway to Director-level role

Regular team socials

Pension scheme

Qualifications

• Significant experience in private client tax.
• Strong technical knowledge of UK tax legislation.
• Demonstrable leadership experience.

Responsibilities

• Manage a diverse portfolio of private clients.
• Lead and support the personal tax team.
• Oversee complex personal tax returns.

Skills

Leadership

Client-facing skills

Business development

Tax advisory

Education

ACA/ACCA/CTA qualified

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

• 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.