Find a job 
Featured Companies 
Featured Universities 
For Companies 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 environment.
- Benefits: 25 days annual leave, excellent career progression, and employer pension scheme.
- Why this job: Step into a role with genuine responsibility and make a real impact.
- Qualifications: At least five years experience in personal tax and strong communication skills.
- Other info: Opportunity to coach junior staff and build long-term client relationships.
The predicted salary is between 60000 - 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.
Job Type: Permanent
Location: Winchester
Salary: £60,000
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 employer: Howett Thorpe
Contact Detail:
Howett Thorpe Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to former colleagues or acquaintances. You never know who might have a lead on your next big opportunity.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Think about how your experience aligns with the role of Personal Tax Manager and be ready to share specific examples that showcase your skills and achievements.
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we’re always looking to connect talented individuals with great firms like the one in Winchester.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with high-net-worth individuals and any relevant qualifications like ATT or CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences in personal tax and how they relate to managing a portfolio of clients.
Showcase Your Communication Skills: Since this role involves client interaction, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, make sure to highlight instances where you've effectively communicated complex tax matters to clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Howett Thorpe
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of clients you’ll be managing. Brush up on your knowledge of high-net-worth individuals, business owners, and expatriates. Being able to discuss specific scenarios or challenges related to these clients will show that you’re ready for the responsibility.
✨Showcase Your Advisory Skills
Prepare examples of complex personal tax matters you've handled in the past. Be ready to explain your thought process and how you provided advisory support. This will demonstrate your expertise and ability to guide clients through intricate tax issues.
✨Highlight Your Leadership Experience
Since this role involves coaching junior colleagues, think of instances where you’ve led a team or mentored others. Share how you’ve helped develop their skills and improved team performance. This will illustrate your capability to manage and inspire others.
✨Communicate Clearly and Confidently
Excellent communication is key in this client-facing role. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your verbal and written communication skills, ensuring you can convey complex information in an understandable way.