Personal Tax Senior Manager

Bennett and Game; West Midlands Combined Authority; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading accountancy firm in Coventry is seeking a Personal Tax Senior Manager to lead their private client tax team. The role involves managing a high-value portfolio, mentoring junior staff, and driving strategic tax initiatives in a flexible hybrid working environment.

Benefits

Flexible 37.5-hour work week

28 days holiday + 8 bank holidays

Clear pathway to Director-level role

Study Support for CTA, ACCA

Regular team socials

Monthly dress-down Fridays

Supportive people-focused working environment

Pension

Qualifications

• Significant experience in private client tax within accountancy practice.
• Strong technical knowledge of UK tax legislation.
• Demonstrable leadership and mentoring experience.

Responsibilities

• Manage diverse portfolio of private clients providing expert tax advice.
• Lead personal tax team and provide mentoring.
• Oversee tax returns ensuring compliance and accuracy.

Skills

Leadership

Communication

Client-first approach

Business development

Proactive approach

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

• 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.

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