Senior Personal Tax Manager — Hybrid & Growth Focus

Accountancy Expertise Ltd; Fareham; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Pension

Private healthcare

Hybrid working

Job summary

Accountancy Expertise Ltd in Fareham is seeking a Personal Tax Assistant Manager/Manager to join their forward-thinking firm. You will manage a diverse personal tax portfolio, ensuring compliance and providing advisory support, while supervising junior staff.

You will oversee MTD, P11D and ATED work, contribute to business development, and maintain up-to-date tax knowledge within a supportive, professional environment. Hybrid working is available after an initial period.

Qualifications

• Strong personal tax background, preferably gained within a UK practice.
• Ideal ATT/CTA or working towards this qualification.
• Experience with MTD, P11D, ATED and HMRC enquiries would be advantageous.

Responsibilities

• Manage a broad portfolio of personal tax clients and build strong, trusted relationships.
• Plan, monitor and prioritise compliance and advisory work to meet deadlines and budget targets.
• Research, prepare and deliver personal tax advice autonomously, referring complex matters to Senior Tax Manager.
• Handle ad hoc advisory matters including capital gains tax, pensions, property and queries from business and corporate clients.
• Supervise junior staff, delegate work effectively and provide guidance.
• Review personal tax compliance work prepared by junior staff and ensure high technical standards.
• Monitor portfolio deadlines, work in progress, recoverability and client satisfaction.
• Maintain up-to-date personal tax knowledge and comply with professional and regulatory requirements.
• Help oversee MTD, P11D, ERS and ATED work.
• Contribute material for business development purposes.

Skills

Personal tax knowledge

Team supervision

Client relationships

Time management

Education

ATT/CTA qualification or working towards

Tools

IRIS

Job description

Accountancy Expertise Ltd in Fareham is seeking a Personal Tax Assistant Manager/Manager to join their forward-thinking firm. You will manage a diverse personal tax portfolio, ensuring compliance and providing advisory support, while supervising junior staff.

You will oversee MTD, P11D and ATED work, contribute to business development, and maintain up-to-date tax knowledge within a supportive, professional environment. Hybrid working is available after an initial period.