Personal Tax Manager

Personal Tax Manager

Portsmouth Full-Time 43200 - 72000 £ / year (est.)
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At a Glance

  • Tasks: Manage private client tax portfolios and ensure compliance while providing expert advice.
  • Company: Join a dynamic team in Portsmouth focused on Private Client Services.
  • Benefits: Enjoy a flexible work environment with opportunities for professional growth.
  • Why this job: Elevate your tax career while helping clients navigate complex tax systems.
  • Qualifications: CTA Qualified or ATT/ACCA/ACA with substantial tax experience required.
  • Other info: Experience with trusts and estates is a plus, but not essential.

The predicted salary is between 43200 - 72000 £ per year.

Manage a portfolio of private clients, ensuring all tax compliance matters are efficiently handled

Prepare and review annual tax returns while providing expert tax advice tailored to client needs

Collaborate with the team and offer support during busy periods

Conduct technical tax analyses and engage specialists when necessary

Work with local solicitors to offer tax advice on trusts, estates, and other matters

Gain experience with corporate tax and other business-related taxes

Identify and resolve technical tax issues, escalating as needed

Are you an experienced Tax Manager looking to elevate your career in Private Client Services? We are recruiting for a driven and ambitious tax professional to join a dynamic team in Portsmouth. This is an exciting opportunity to work in a supportive environment where you can apply your tax expertise to help clients manage the complexities of the tax system and maximize their financial outcomes., CTA Qualified, or ATT/ACCA/ACA with substantial tax experience

Experience with trusts and estates is beneficial but not essential

Strong communication skills with the ability to work collaboratively and provide clear advice

Excellent organizational skills with an eye for detail

If you’re seeking to advance your tax career in a flexible, client-focused setting, apply today to join this growing team in Portsmouth.

Personal Tax Manager employer: Clark Wood Ltd.

Join a forward-thinking firm in Portsmouth that values its employees and fosters a collaborative work culture. We offer competitive benefits, including flexible working arrangements and opportunities for professional development, ensuring you can grow your career while making a meaningful impact on our clients' financial well-being. With a focus on teamwork and support during busy periods, you'll thrive in an environment that encourages innovation and excellence.
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Contact Detail:

Clark Wood Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Manager

✨Tip Number 1

Make sure to highlight your experience with private clients and tax compliance in your conversations. When networking or during interviews, share specific examples of how you've successfully managed tax matters for clients.

✨Tip Number 2

Familiarize yourself with the latest tax regulations and trends, especially those relevant to trusts and estates. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.

✨Tip Number 3

Practice your communication skills by explaining complex tax concepts in simple terms. This will prepare you for client interactions and show potential employers that you can provide clear and effective advice.

✨Tip Number 4

Engage with professionals in the tax industry through networking events or online forums. Building relationships with local solicitors and other specialists can enhance your understanding of collaborative tax advice and may lead to valuable referrals.

We think you need these skills to ace Personal Tax Manager

Tax Compliance
Preparation and Review of Tax Returns
Expert Tax Advice
Technical Tax Analysis
Collaboration Skills
Client Relationship Management
Trusts and Estates Knowledge
Corporate Tax Experience
Problem-Solving Skills
Attention to Detail
Organizational Skills
Communication Skills
Ability to Work Under Pressure
CTA Qualified or ATT/ACCA/ACA Certification

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in tax management, especially with private clients. Emphasize your qualifications such as CTA, ATT, ACCA, or ACA, and any specific achievements in tax compliance and advisory roles.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax management and your ability to provide tailored advice. Mention your experience with trusts and estates if applicable, and explain how your skills align with the needs of the team in Portsmouth.

Highlight Communication Skills: In your application, emphasize your strong communication skills. Provide examples of how you've successfully collaborated with teams or communicated complex tax issues to clients in a clear and concise manner.

Showcase Organizational Skills: Demonstrate your excellent organizational skills by detailing how you manage multiple client portfolios and ensure compliance deadlines are met. Include any tools or methods you use to stay organized during busy periods.

How to prepare for a job interview at Clark Wood Ltd.

✨Showcase Your Tax Expertise

Be prepared to discuss your experience with tax compliance and how you've managed client portfolios in the past. Highlight specific examples where you provided tailored tax advice that positively impacted your clients.

✨Demonstrate Collaboration Skills

Since the role involves working with a team, share instances where you've successfully collaborated with colleagues or external specialists. Emphasize your ability to support others during busy periods and how teamwork has led to successful outcomes.

✨Prepare for Technical Questions

Expect to engage in discussions about technical tax issues. Brush up on recent changes in tax legislation and be ready to analyze hypothetical scenarios. This will showcase your analytical skills and readiness to tackle complex tax matters.

✨Communicate Clearly and Confidently

Strong communication is key in this role. Practice explaining complex tax concepts in simple terms, as you may need to advise clients who are not tax-savvy. Clear communication will demonstrate your ability to provide valuable advice.

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  • Personal Tax Manager

    Portsmouth
    Full-Time
    43200 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-05

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    Clark Wood Ltd.

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