Personal Tax Manager
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Tax Manager
Salary:
Location: Stockport Area (Hybrid)
Location: Stockport Area (Hybrid)
Your Opportunity
Are you an experienced Personal Tax professional ready to take the next step in your career with a prestigious Top 50 chartered accountancy firm Our client is seeking a skilled Personal Tax Manager to join their thriving Stockport team. This is your chance to leverage your extensive UK practice experience managing a high-quality client portfolio whilst enjoying genuine work-life balance through flexible hybrid working and exceptional career development opportunities.
The Role
As a Personal Tax Manager youll take ownership of a substantial portfolio of personal tax clients providing expert technical advice and strategic tax planning whilst building strong lasting client relationships. Youll work closely with Partners leading the delivery of exceptional service to high-net-worth individuals business owners landlords and other complex personal tax clients.
Your Key Responsibilities:
Senior Client Portfolio Management
- Manage and develop your own substantial portfolio of personal tax clients acting as their trusted advisor
- Prepare and review complex self-assessment tax returns tax computations and advisory work
- Proactively identify client needs and opportunities to add value beyond compliance
- Handle sophisticated tax affairs including multiple income streams capital gains and inheritance tax planning
Advanced Technical Tax Expertise
- Deliver proactive strategic tax planning advice to optimise clients tax positions
- Lead clients through complex tax matters including HMRC enquiries disclosures and investigations
- Provide expert guidance on Making Tax Digital compliance and implementation
- Advise on sophisticated personal tax issues including trusts estates and succession planning
- Stay current with legislative changes and communicate implications to clients
Team Leadership & Mentoring
- Supervise coach and develop junior and semi-senior team members
- Conduct performance reviews and provide constructive feedback
- Lead by example in technical excellence and client service standards
- Contribute to recruitment and training initiatives
Business Development & Client Growth
- Actively identify and pursue new business opportunities
- Build and maintain strong relationships with referral sources
- Represent the firm at networking events and within the business community
- Contribute to the firms thought leadership and marketing initiatives
Practice Management
- Ensure efficient workflow management and adherence to deadlines across your portfolio
- Maintain high standards of quality control and file management
- Support Partners with practice development and strategic initiatives
About You
Essential Requirements:
Experience & Qualifications
- Minimum 5 years UK practice experiencewithin a chartered accountancy firm
- ATT qualified ACCA/ACA qualified CTA qualified or QBE with substantial relevant experience
- Proven track record managing complex personal tax portfolios independently
- Demonstrable experience supervising and developing junior team members
Technical Skills
- Expert knowledge of personal taxation legislation and current developments
- Extensive experience with complex self-assessment returns including multiple income sources capital gains and inheritance tax
- Strong understanding of tax planning strategies for high-net-worth individuals and business owners
- Experience handling HMRC enquiries disclosures and investigations
- Familiarity with IRIS Practice Suite or CCH software (desirable but not essential)
- Knowledge of trusts estates and succession planning (desirable)
Personal Attributes
- Exceptional communication skills confident building relationships with high-net-worth clients and senior stakeholders
- Strong commercial awareness and business development mindset
- Excellent time management with ability to prioritise competing demands effectively
- Natural leader and mentor able to inspire and develop team members
- Proactive problem-solver with a solutions-focused approach
- Confident working autonomously whilst knowing when to escalate
- Comfortable managing client expectations in high-pressure situations
- Professional credible presence with Partners and clients alike
Whats On Offer
Competitive Package
- Salary: (dependent on experience and qualifications)
- Company pension scheme
- Death in service benefit
- Performance-related bonus potential
Work-Life Balance
- Hybrid working: Flexible split between Stockport office and home
- Flexible working hours to suit your lifestyle
- Full-time or part-time options considered for the right candidate
Career Development
- Full study support for further qualifications (CTA or equivalent)
- Comprehensive training opportunities and CPD
- Clear career progression pathway to Senior Manager and Partner level within a Top 50 firm
- Genuine opportunity for long-term advancement and equity partnership
Culture & Environment
- Join a thriving supportive team within a prestigious firm
- Work with a diverse high-quality client base including high-net-worth individuals
- Be part of a firm that values technical excellence innovation and client service
- Collaborative culture with genuine investment in your success
About Our Client
Our client is a well-established Top 50 chartered accountancy firm with a reputation for delivering exceptional service to a diverse range of clients. Their Stockport office offers a collaborative professional environment where talented individuals can truly thrive and build rewarding long-term careers with genuine progression to senior leadership roles.
Ready to Take the Next Step
If youre an experienced Personal Tax professional seeking a role that offers technical challenge leadership opportunities career progression and genuine work-life balance we want to hear from you.
To apply or discuss this opportunity in confidence please contact:
Required Experience:
Manager
Key Skills
- Anti Money Laundering
- Arabic Speaking
- Machinery Maintenance
- Customer Service
- AX
