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Personal Tax Senior Manager

Bennett and Game Recruitment LTD

Coventry

On-site

GBP 55,000 - 65,000

Full time

9 days ago

Job summary

An established accountancy firm in Coventry is seeking a Personal Tax Senior Manager to oversee a high-value portfolio of private clients, mentor junior staff, and contribute to strategic tax initiatives. With a flexible hybrid working model and a clear pathway to Director-level roles, this position offers competitive compensation of £55,000 - £65,000 plus benefits such as a generous holiday package, study support, and a supportive working environment.

Benefits

Flexible working hours
Holiday package of 28 days + 8 bank holidays
Supportive and people-focused environment
Regular team socials
Pension
Study support for qualifications

Qualifications

  • 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.

Responsibilities

  • Manage a diverse portfolio of private clients, providing expert advice on tax matters.
  • Lead and support the personal tax team with mentoring and technical guidance.
  • Oversee and review complex personal tax returns for accuracy and compliance.
  • Contribute to strategic tax planning and business development initiatives.

Skills

Leadership
Client advisory
Tax planning
Compliance
Communication

Education

ACA/ACCA/CTA qualified
STEP or Probate Practitioner
Job description
Overview

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 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 High 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 will play an instrumental role in shaping the future of the firm’s tax service offering.

Personal Tax Senior Manager Responsibilities
  • 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 Qualifications
  • 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.
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
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