At a Glance
- Tasks: Manage your own portfolio of personal tax clients and provide advisory support.
- Company: Growing firm in Winchester with a collaborative, close-knit team.
- Benefits: 25 days annual leave, career progression, pension scheme, and training support.
- Other info: Opportunity to coach junior staff and build long-term client relationships.
- Why this job: Step into a role with genuine responsibility and make a real impact.
- Qualifications: Five years’ experience in personal tax and ATT or CTA qualifications.
The predicted salary is between 50000 - 60000 £ per year.
We are working with a growing firm in Winchester to recruit a Personal Tax Manager. This is a client-facing role with responsibility for managing your own portfolio of clients, including high-net-worth individuals, business owners, self-employed clients, and expatriates. You will have full ownership of your portfolio, reviewing work prepared by junior colleagues and providing advisory support on complex personal tax matters. This is ideal for someone with at least five years’ experience in personal tax who is ready to step into a role with genuine responsibility and progression opportunities within a respected firm.
Benefits:
- 25 days annual leave
- Excellent career progression opportunities
- Employer pension scheme
- Death in service cover
- Support for any relevant training
- Collaborative, close-knit team environment
About The Role:
As Personal Tax Manager, you will oversee your own portfolio of clients and act as the main point of contact for day-to-day queries. You’ll review tax returns prepared by junior staff, provide advisory support on complex tax matters, and work closely with senior management when needed. The role also includes leading client calls, coaching junior colleagues, and managing billing arrangements, giving you the chance to make a real impact on the smooth running of the business while building long-term client relationships.
Key responsibilities:
- Managing your own portfolio of personal tax clients
- Reviewing tax returns prepared by junior colleagues
- Acting as primary client contact for queries and advisory support
- Providing consulting advice on personal tax matters
- Supporting senior management on complex tax issues
- Leading client calls and maintaining strong client relationships
- Coaching and developing junior staff
- Managing billing arrangements for your portfolio
The successful Personal Tax Manager will have:
- At least five years’ experience in personal tax within a UK practice
- ATT or CTA qualifications
- Strong organisational skills and ability to manage multiple deadlines
- Excellent communication skills, both verbal and written
Personal Tax Manager in Hampshire employer: Howett Thorpe
Join a dynamic and growing firm in Winchester that values its employees and fosters a collaborative, close-knit team environment. With excellent career progression opportunities, a supportive employer pension scheme, and a commitment to professional development through relevant training, this is an ideal workplace for those seeking meaningful and rewarding employment in personal tax management. Enjoy a healthy work-life balance with 25 days of annual leave and the chance to make a significant impact on your clients' financial well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Hampshire
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with professionals on LinkedIn. The more people you know, the better your chances of landing that Personal Tax Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss your experience with high-net-worth individuals and complex tax matters, as these will be key topics.
✨Tip Number 3
Showcase your leadership abilities! Talk about how you've coached junior colleagues or managed client relationships in the past. This will demonstrate your readiness for the responsibilities of a Personal Tax Manager.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Let’s get you that Personal Tax Manager position!
We think you need these skills to ace Personal Tax Manager in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your five years of personal tax experience and any relevant qualifications like ATT or CTA. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Tax Manager role. Share specific examples of how you've managed client portfolios and provided advisory support in the past.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application showcases your excellent communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our collaborative team!
How to prepare for a job interview at Howett Thorpe
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and practices. Be ready to discuss complex tax matters and demonstrate your expertise, especially since you'll be advising high-net-worth clients and business owners.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to handle queries and provide advisory support, as well as any experience leading client calls.
✨Demonstrate Leadership Qualities
You'll be coaching junior colleagues, so think about times when you've taken the lead or mentored others. Share specific instances where your guidance made a difference, showcasing your leadership style and ability to develop talent.
✨Prepare for Scenario Questions
Expect questions that put you in real-life scenarios, like handling a difficult client or resolving a complex tax issue. Practise your responses to these types of questions to show your problem-solving skills and how you can contribute to the team.
