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 opportunities for professional development and career progression.
- Why this job: Enhance your skills while working with high-net-worth clients 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. Please note that your personal information will be treated in accordance with our Privacy Policy.
Personal Tax Manager employer: Brewer Morris
Join a dynamic and growing accountancy firm in London 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, a collaborative work culture, and a diverse portfolio of high-net-worth clients, this firm offers an exceptional environment for a Personal Tax Manager to thrive and advance their career while enjoying competitive benefits such as hybrid working and private healthcare.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Brewer Morris, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Brewer Morris's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Brewer Morris. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Brewer Morris!
How to prepare for a job interview at Brewer Morris
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Brewer Morris.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Brewer Morris. It helps to show our commitment!
