Tax Manager

Wilson Partners Limited; Maidenhead; Hybrid; GBP 65,000 - 95,000; Full time

Job summary

Wilson Partners Limited in Maidenhead seeks a qualified Senior Personal Tax Advisor to join our growing Tax team. You will manage a diverse portfolio of individuals, families, trustees and executors, handling compliance and advisory work across personal tax, inheritance tax, trusts and estates and probate.

This client-facing role requires excellent communication, strong technical expertise, and the ability to guide clients through complex tax matters.

Qualifications

• CTA or ATT qualification with at least 9 years of relevant tax experience.
• Experienced probate practitioner with estate administration exposure.
• Strong communication and relationship-building skills.

Responsibilities

• Manage portfolio of personal tax clients, including compliance and advisory work across IHT, trusts and estates.
• Review and oversee personal tax compliance deadlines and quality.
• Handle probate and estate administration matters for executors and beneficiaries.
• Prepare IHT returns and probate/grant applications, and review estate accounts.
• Provide inheritance tax, trusts and broader private client tax planning guidance.
• Collaborate with Directors and colleagues on advisory projects and business development.
• Liaise with HMRC and other advisers to deliver client solutions.

Skills

Personal tax expertise

Probate administration

Client relationship management

Communication skills

Attention to detail

Commercial tax planning

Team collaboration

Education

CTA or ATT qualification

Probate practitioner experience

Job description

This is an exciting opportunity to join our growing Tax team, working with a diverse portfolio of individuals, families, trustees and executors. You’ll manage a varied mix of compliance and advisory work across personal tax, inheritance tax, trusts, estates and probate, while building long-term relationships with clients and providing practical, high-quality advice.

This is a client-facing role that requires excellent communication skills, strong technical expertise and the confidence to guide clients through complex tax matters. You’ll work closely with Directors and colleagues across the wider firm, supporting compliance, advisory projects and contributing to the continued growth of the Tax team.

Duties & key responsibilities:

• Manage a portfolio of personal tax clients, delivering both compliance and advisory services.
• Review and oversee personal tax compliance work, ensuring deadlines are met and work is completed to a high standard.
• Manage the tax aspects of probate and estate administration, supporting executors and beneficiaries throughout the process.
• Prepare / review inheritance tax returns, including IHT400 and IHT100 returns where appropriate.
• Prepare / review applications for the grant of probate or letters of administration. Oversee estate administration including preparing / reviewing estate accounts.
• Provide advice on inheritance tax, trusts and estates taxation, and wider private client tax matters.
• Support Directors with technical advisory work and the preparation of client advice.
• Liaise with HMRC and other professional advisers on behalf of clients.
• Build and maintain strong client relationships through regular communication and meetings.
• Manage workflow, work in progress (WIP) and billing across your client portfolio.
• Identify tax planning opportunities and introduce clients to other specialist services across the firm where appropriate.
• Support business development activities where appropriate
• Collaborate with colleagues across the business to deliver an outstanding client experience.
• Maintain up-to-date technical knowledge through continuing professional development.

Skills & abilities:

• Strong technical knowledge of personal tax, including inheritance tax, trusts and estates.
• Essential experience managing the tax aspects of probate and estate administration.
• Ability to manage multiple client relationships and competing priorities effectively.
• Excellent communication and interpersonal skills, with the ability to explain complex tax matters clearly.
• Strong organisational and time management skills.
• High attention to detail and commitment to delivering quality work.
• Ability to identify tax planning opportunities and provide practical, commercial advice.
• Confident working collaboratively with colleagues and external advisers.

Knowledge & experience:

• CTA qualified or ATT qualified with minimum 9 years relevant tax experience
• Experienced Probate Practitioner

Personal attributes:

• Client-focused with a passion for delivering exceptional service.
• Professional, approachable and able to build trusted relationships.
• Proactive with a collaborative approach to working within a team.
• Positive and adaptable, with the ability to thrive in a growing business.
• Committed to continuous learning and professional development.
• Solutions-focused with excellent problem-solving skills.
• High levels of integrity, professionalism and discretion when handling sensitive client matters.

Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two brothers, Allan and Chris. From day one, there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Exeter, Manchester, Nantwich, Newton Abbot, Oakham, Plymouth, Sevenoaks, Stellenbosch, Tonbridge, Wilmslow and Woking, and a team of 460 and counting, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.

We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, we want to challenge and be challenged. We strive for the best, and we want our clients and people to see the value in how we operate and that we can make a real difference.

Equity, Diversity and Inclusion

At Wilson Partners our approach to diversity is simple, we believe our strength lies in people. We are committed to creating a workplace where every individual can thrive.

We value diverse perspectives, experiences, and backgrounds, knowing they fuel innovation, better decisions, and collective success.

Guided by our values of teamwork, expertise, attitude, innovation, and people, we actively foster an inclusive environment built on respect and opportunity.

We want our clients and our teams to feel empowered, supported, and able to contribute their best.

We are committed to ensuring an inclusive recruitment process. If you require reasonable adjustments at any stage of the recruitment process, please let us know.

We want people with a passion for business, who love working in a team, can also thrive independently and who embrace change.