At a Glance
- Tasks: Manage personal tax clients, provide practical advice, and mentor junior team members.
- Company: Join a growing independent accountancy practice that values relationships and expertise.
- Benefits: Competitive salary, career growth opportunities, and a supportive work environment.
- Other info: Collaborative culture where your ideas are valued and you can develop leadership skills.
- Why this job: Make a real impact by building trusted client relationships and shaping the future of the business.
- Qualifications: Experience in accountancy, strong knowledge of personal tax, and excellent communication skills.
The predicted salary is between 47500 - 47500 £ per year.
Are you the person clients ask for by name? Perhaps you're an experienced Personal Tax Senior ready to step into a leadership role. Maybe you're already a Client Manager, Portfolio Manager or Assistant Manager looking for a practice where relationships matter just as much as technical expertise. If you're looking for a role where you can genuinely influence clients, mentor others and help shape the future of a growing business, this could be exactly what you've been waiting for.
This is far more than a compliance role. You'll become the trusted adviser for your own portfolio of personal tax clients, building long-term relationships and providing practical advice they can understand. You'll also play an important part in developing junior talent and contributing ideas that help the practice continue its ambitious growth. If you enjoy working closely with people, take pride in delivering outstanding client service and want your contribution to make a real difference, you'll find plenty of opportunity here.
Responsibilities:- Manage a varied portfolio of personal tax clients including sole traders, partnerships, landlords and company directors.
- Review Self Assessment tax returns along with sole trader, partnership and rental accounts.
- Meet clients throughout the year, providing practical advice in straightforward language.
- Act as the main point of contact, building trusted long-term relationships.
- Mentor and support an Accounts Technician, helping develop their technical ability and confidence.
- Manage workflow, deadlines and identify opportunities to improve client service and internal processes.
- Experience working within an accountancy practice.
- Strong knowledge of Self Assessment and personal tax.
- Comfortable managing your own client portfolio and building lasting client relationships.
- Experience reviewing work completed by junior colleagues and supporting their development.
- Confident communicator who explains technical matters in plain English.
- Organised, proactive and keen to play a part in the future growth of the business.
- £45,000 - £50,000.
- Opportunity to join a growing independent accountancy practice with genuine long-term career prospects.
- A varied portfolio with autonomy to build strong client relationships.
- The chance to mentor and develop junior team members.
- Support to continue developing your technical knowledge and leadership skills.
- Opportunity to become part of the future leadership team.
- Friendly, collaborative working environment where your ideas are welcomed.
Register your interest by applying today or call Richard Davies or Luke Scale to discuss this opportunity further, always in complete confidence.
Personal Tax Client Manager employer: Addington Ball
At Addington Ball, we pride ourselves on being an excellent employer that values relationships as much as technical expertise. Our friendly and collaborative work culture fosters personal growth, offering you the chance to mentor junior team members while managing a diverse portfolio of clients. With genuine long-term career prospects and support for your professional development, you'll find a rewarding environment where your contributions truly make a difference.
