At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and ensure compliance.
- Company: Join a respected independent professional services firm with a collaborative culture.
- Benefits: Enjoy flexible working, competitive salary, and career progression opportunities.
- Other info: Work-life balance is a priority in this supportive environment.
- Why this job: Make a real impact by providing trusted advice to clients and developing your skills.
- Qualifications: Experience in personal tax compliance and strong client relationship management skills.
The predicted salary is between 49500 - 60500 Β£ per year.
An exciting opportunity has arisen with a highly regarded and growing independent professional services firm in the North West. The firm has built an excellent reputation for delivering trusted advice to a loyal and diverse client base, combining technical expertise with a genuinely personal approach. With continued growth and investment across the business, they are looking to appoint a Personal Tax Manager. The firm prides itself on a collaborative culture, strong client relationships, flexible working practices, and a commitment to employee development.
As a Personal Tax Manager, you will take responsibility for managing a substantial portfolio of approximately 350 personal tax clients, ensuring a high-quality service is delivered across all compliance and advisory requirements. Key responsibilities will include:
- Managing a portfolio of personal tax clients, including self-assessment compliance matters
- Overseeing and supporting the delivery of Making Tax Digital (MTD) requirements
- Acting as the primary point of contact for clients and building long-term relationships
- Providing ad hoc tax support and guidance to clients on a range of personal tax matters
- Reviewing returns and ensuring compliance deadlines are met
- Identifying opportunities to add value and assist clients with broader tax planning needs
- Supporting junior team members and contributing to the continued growth of the tax department
The role can be based at any of the North West offices with applications welcomed from candidates seeking to work from Manchester, Wilmslow or Nantwich. Applications from experienced Personal Tax Seniors looking to step into a management role will also be considered.
What you'll need to succeed:
- Previous experience managing personal tax compliance portfolios within an accountancy practice
- Strong knowledge of self-assessment and personal tax compliance matters
- Experience of client relationship management
- Excellent communication and organisational skills
- ATT, CTA or ACA/ACCA qualifications (or qualified by experience) would be advantageous
- A proactive and client-focused approach
What you'll get in return:
- Competitive salary and benefits package
- Flexible and hybrid working arrangements
- Supportive and collaborative working environment
- Clear opportunities for career progression and development
- Exposure to a varied and interesting client portfolio
- A genuine focus on work-life balance and employee wellbeing
If you're interested in this Personal Tax Manager role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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