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Personal Tax Manager

Are you interested in joining a friendly team and receiving great benefits and career progression opportunities? A well established Practice with exciting growth plans for the future are in need of a Personal Tax Manager in a firm that is growing, dynamic and innovative, developing new ideas and services.


  • Liaising with and meeting clients to understand and satisfy their requirements
  • Preparing personal, partnership and trust tax returns for some of more complex clients
  • Reviewing personal tax returns, advice or other technical work prepared by junior members of the team
  • Identifying tax planning opportunities, advising clients and helping to implement chosen options
  • Working together with multiple teams and Principals, as necessary, across the firm on ad-hoc advisory work in order to deliver solutions


  • CTA qualified or equivalent
  • 2+ years PQE
  • Experience gained in a personal tax practice
  • Be an excellent team player with good interpersonal skills and an ability to manage junior team members
  • Ability to work on a portfolio of clients, taking responsibility for compliance work and identifying tax planning opportunities
  • Good IT skills and ideally familiarity with Digita tax software
  • Up-to-date technical tax knowledge evidenced by recent training and experience
  • Ability to communicate well with clients and colleagues


  • Annual Christmas Bonus
  • Auto Enrolment Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility
  • Private Medical Insurance following completion of 3 months service (this is taxable benefit)
  • Death in Service scheme cover (4x salary)
  • Group Income Protection Scheme (non-contributory) following completion of 3 months service
  • Annual Leave will be 25 days per annum (pro rata)

This is an opportunity for you to join as a Private Client Tax Manager a thriving private client business and broaden and deepen your technical knowledge on a wide range of interesting clients. If you'd be interested in exploring further, please apply directly or send me an email at

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