Personal Tax Manager / Senior Manager
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What you'll do
- Manage a portfolio of personal tax clients: annual self-assessment tax returns, tax planning, onboarding, and ongoing support.
- Provide proactive tax advice to individuals, including high-net-worth clients, business owners, and families.
- Ensure a high level of client satisfaction and retention through excellent service and communication.
- Lead, mentor, and inspire team members, including trainees and junior tax staff.
- Promote personal tax services in the local community and through professional networks.
- Meet prospective personal tax clients and convert opportunities.
- Collaborate across the group to optimise workflows and resources, especially between tax and accounts teams.
- Ensure billing, client service, and documentation is accurate and timely, in line with regulatory requirements.
What they're looking for
- Qualified tax professional (CTA, ATT, ACCA/ICAEW with significant personal tax experience, or equivalent).
- Delivery of high quality, accurate, and timely work.
- Demonstrated expertise in personal tax compliance and advisory work.
- Strong leadership, team engagement and people development skills.
- Commercial judgement
- Excellent relationship management, promoting trust, providing proactive advice, and collaborating on clients’ personal financial goals.
Nice to have
- Corporate Tax experience an advantage
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Your new company
This is a hands-on role where you will be managing client relationships, delivering high-quality tax advice and mentoring colleagues.
Your new role
•Manage a portfolio of personal tax clients: annual self-assessment tax returns, tax planning, onboarding, and ongoing support.
•Provide proactive tax advice to individuals, including high-net-worth clients, business owners, and families.
•Ensure a high level of client satisfaction and retention through excellent service and communication.
•Lead, mentor, and inspire team members, including trainees and junior tax staff.
•Promote personal tax services in the local community and through professional networks.
•Meet prospective personal tax clients and convert opportunities.
•Collaborate across the group to optimise workflows and resources, especially between tax and accounts teams.
•Ensure billing, client service, and documentation is accurate and timely, in line with regulatory requirements.
What you'll need to succeed
•Qualified tax professional (CTA, ATT, ACCA/ICAEW with significant personal tax experience, or equivalent).
•Corporate Tax experience an advantage
•Delivery of high quality, accurate, and timely work.
•Demonstrated expertise in personal tax compliance and advisory work.
•Strong leadership, team engagement and people development skills.
•Commercial judgement
•Excellent relationship management, promoting trust, providing proactive advice, and collaborating on clients’ personal financial goals.
What you need to do now
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#4817464 - Nic CowleyCompany
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