An established and growing tax consultancy firm seeking an experienced Personal Tax Manager to join their team. This is a key hire within the firm, offering the opportunity to take ownership of a varied portfolio of private clients while supporting leadership in driving tax advisory services. This is an excellent opportunity for someone to step up into a managerial role with strong autonomy and progression potential. The Role:
Manage a portfolio of personal tax clients including HNWIs, directors, and owner-managed businesses
Review and oversee the preparation of self-assessment tax returns
Provide tailored tax planning advice covering areas such as: income tax, capital gains tax, inheritance tax, residency and domicile matters
Act as the main point of contact for clients, building and maintaining strong relationships
Identify tax planning opportunities and support on advisory projects
Review work prepared by junior staff and provide guidance and mentoring
Liaise with HMRC on behalf of clients
Ensure compliance with current tax legislation and deadlines
Support partners with ad-hoc projects and business development initiatives
Requirements
ATT/CTA/ACA/ACCA qualified (or qualified by experience)
Proven experience in a personal tax role within an accountancy practice
Strong technical knowledge of UK personal tax legislation
Experience managing your own portfolio of clients
A confident communicator with the ability to explain complex tax matters simply