At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver compliance and advisory services.
- Company: A respected independent accountancy practice with a supportive and collaborative culture.
- Benefits: Competitive salary, hybrid working, annual bonus, and private medical insurance.
- Other info: Inclusive workplace focused on diversity, innovation, and continuous development.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' financial success.
- Qualifications: CTA qualified with at least 2 years' experience in private client tax.
The predicted salary is between 50000 - 60000 £ per year.
- Overview
- Personal Tax Manager
- Watford | Hybrid Working | Competitive Salary + Excellent Benefits
A highly regarded and long-established independent accountancy practice is seeking an experienced
Personal Tax Manager to join its growing Private Client team in Watford.
This is an excellent opportunity for a technically strong tax professional looking to work with a diverse portfolio of high-net-worth individuals, trusts and owner-managed businesses, whilst gaining exposure to a broad range of advisory work within a collaborative and supportive environment.
The Role
You will work closely with Partners and senior members of the tax team, taking responsibility for a varied portfolio of private clients and delivering both compliance and advisory services.
- Managing a portfolio of personal, partnership and trust tax clients.
- Reviewing tax returns and technical work prepared by junior team members.
- Identifying and delivering tax planning opportunities for clients.
- Supporting clients through HMRC enquiries and compliance checks.
- Building and maintaining strong client relationships.
- Collaborating with Partners and colleagues on a wide range of advisory projects.
- Coaching and supporting junior members of the tax team.
Qualifications & Experience
- CTA qualification (or equivalent).
- At least 2 years' post-qualified experience within private client tax.
- Strong personal tax compliance experience with exposure to advisory work.
- Experience reviewing work and mentoring junior staff.
- Excellent communication and relationship-building skills.
- Up-to-date technical tax knowledge.
- Experience using tax software such as Digita would be advantageous.
Benefits
- Competitive salary dependent on experience.
- Hybrid working with flexible hours.
- Annual Christmas bonus equivalent to one week\'s salary.
- Employer pension contributions.
- Private medical insurance.
- Death in Service (4x salary).
- Group Income Protection Scheme.
- 25 days annual leave plus bank holidays.
- Culture & Values
My client is committed to building an inclusive, collaborative, and forward-thinking workplace where people are valued for who they are and supported to achieve their full potential.
Diversity, innovation, and continuous development sit at the heart of the firm’s culture.
For further information on this role please contact David Elliot at Clark Wood – david@clark-wood. co. uk / DD: +44 (0) 117 329 1058 | Mobile: +44 (0) 7358 908463
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Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
