At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert advisory services.
- Company: Join a dynamic London-based accountancy firm with a people-first culture.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and private healthcare.
- Other info: Great career progression opportunities in a collaborative environment.
- Why this job: Enhance your skills while working with high-net-worth individuals in a supportive team.
- Qualifications: CTA qualified with experience in personal tax and strong interpersonal skills.
The predicted salary is between 60000 - 75000 £ per year.
The Company
Join a growing, London-based accountancy firm that combines the quality and complexity of a top-tier client base with the culture, agility and personal touch of a mid-sized practice. With over 40 years of expertise and strong year-on-year growth, the firm has built a reputation for delivering high-touch, bespoke advice to clients who might typically sit with larger organisations, but value a more relationship-led approach.
As part of a leading international network, you'll benefit from global reach and technical depth while working in a collaborative, people-first environment that genuinely invests in development and progression. With a diverse client portfolio spanning high and ultra-high net worth individuals, entrepreneurs and international groups, this is an excellent opportunity for a Personal Tax Manager to step into a visible, career-enhancing role at a particularly exciting stage of the firm's growth.
The Role
An opportunity has arisen for a Personal Tax Manager to join a growing private client team. This role offers a mix of complex compliance and advisory work, making it ideal for a commercially focused tax professional looking to broaden their impact.
You will manage a varied portfolio including ultra and high net worth individuals, entrepreneurs, private equity professionals, families, trusts, and internationally mobile clients. The position also provides the chance to work closely with other tax teams on wider advisory projects.
Key Responsibilities
- Manage a complex portfolio of personal tax clients, taking full ownership of assignments
- Provide technical expertise across income tax, CGT, inheritance tax, and residence matters
- Oversee compliance processes, including the preparation and review of complex personal tax returns
- Contribute to advisory and consultancy projects, both independently and alongside other tax teams
- Support on specialist areas such as EIS/SEIS, EMI, employment-related securities, and P11Ds
- Act as a key point of contact for clients, maintaining strong relationships and delivering a high standard of service
- Liaise with HMRC and third parties on a range of tax matters
- Mentor and support junior team members, contributing to their technical development
- Conduct technical research and provide internal guidance across the wider firm
Candidate Profile
- CTA qualified (or equivalent) with a strong academic background
- Proven experience in personal tax within a professional services environment
- Strong technical knowledge across personal and business tax matters
- Track record of managing complex compliance and involvement in advisory work
- Commercially aware with a proactive, problem-solving mindset
- Strong interpersonal skills, with the ability to build relationships internally and externally
- A collaborative team player with experience supporting and developing junior staff
- Highly organised with strong attention to detail and communication skills
Why Apply?
You will get the chance to work with a high-quality and varied client base, including HNW/UHNW individuals and entrepreneurial businesses, while developing a strong mix of compliance and advisory experience to enhance your technical skillset. You'll be part of a supportive and collaborative team that genuinely prioritises internal progression, backed by the scale and expertise of an international network without losing the culture of a mid-tier firm. With ongoing investment in professional development, mentoring and training, alongside a competitive benefits package including hybrid working, bonus potential and private healthcare, this role offers a clear and compelling opportunity to progress your career within a growing and ambitious firm.
If you're interested, please apply now or get in touch with Morgan Schuler at morganschuler@brewermorris.com or on 02073322478 for a confidential discussion.
Please note our advertisements use PQE/salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Personal Tax Manager in London employer: Brewer Morris
Join a dynamic London-based accountancy firm that expertly blends the sophistication of a top-tier client base with the personalised approach of a mid-sized practice. With a strong commitment to employee development and a collaborative work culture, this firm offers exceptional growth opportunities, competitive benefits including hybrid working and private healthcare, and the chance to work with high-net-worth individuals in a supportive environment that values relationships and professional progression.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Brewer Morris. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Personal Tax Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Brewer Morris.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Brewer Morris's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Brewer Morris
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Brewer Morris.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Brewer Morris employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
