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- Tasks: Manage diverse client portfolios and lead exciting tax projects.
- Company: Dynamic firm in Central London with a supportive culture.
- Benefits: Competitive salary, bonuses, hybrid working, and professional development.
- Why this job: Join a growing team and make a real impact in personal tax management.
- Qualifications: ATT or CTA qualified with 5-7 years of UK personal tax experience.
- Other info: Great career progression opportunities in a vibrant city environment.
The predicted salary is between 48000 - 72000 £ per year.
Location: Central London
Department: Private Client Tax
Reports to: Tax Partner / Senior Manager
About the Role: Our client is seeking an ambitious and technically skilled Personal Tax Manager to join their Central London practice. This role offers the opportunity to manage a diverse portfolio of clients, lead tax projects, and develop your career within a dynamic and growing firm in the heart of the capital.
Key Responsibilities:
- Prepare and review personal, trust, and estate tax returns, including complex CGT and IHT matters.
- Provide proactive tax planning advice, including income structuring, business restructuring, share schemes, and R&D/EIS/SEIS projects.
- Handle HMRC correspondence, enquiries, voluntary disclosures, and compliance matters.
- Supervise, mentor, and develop junior team members; review and approve their work.
- Manage portfolio billing, WIP, and client relationships; contribute to business development and cross-selling opportunities.
Requirements:
- ATT or CTA qualified (or part-qualified with substantial experience).
- 5–7 years' UK personal tax experience managing complex client portfolios.
- Strong technical knowledge of income tax, CGT, IHT, trusts, and estates.
- Experience supervising junior staff and providing client-facing advisory services.
Desirable: ACA/ACCA, non-domicile/international tax, and share scheme experience.
What We Offer:
- Competitive salary + bonus, hybrid working, and comprehensive benefits.
- Professional development and training, with clear progression to senior levels.
- Supportive, collaborative team culture in central London with excellent transport links.
Personal Tax Manager in London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, be ready to discuss your experience with personal tax, CGT, and IHT matters. Bring examples of your work or even case studies to demonstrate your expertise and how you can add value.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how your background in managing complex portfolios can help them. Tailor your answers to show you’re the perfect fit for their team!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Personal Tax Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your relevant experience in managing complex client portfolios and any specific tax projects you've led. We want to see how your skills align with 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 passionate about personal tax and how you can contribute to our team. Be sure to mention any experience with HMRC correspondence or mentoring junior staff, as these are key aspects of the role.
Showcase Your Technical Skills: In your application, don't forget to showcase your technical knowledge of income tax, CGT, IHT, and trusts. We love seeing candidates who can demonstrate their expertise, so include specific examples of how you've applied this knowledge in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our dynamic team!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, CGT, IHT, and trusts. Be ready to discuss specific cases or scenarios where you've applied your expertise. This will show that you're not just qualified but also experienced in handling complex tax matters.
✨Showcase Your Leadership Skills
Since the role involves supervising and mentoring junior staff, be prepared to share examples of how you've successfully led a team in the past. Talk about your approach to developing others and how you handle challenges within a team setting.
✨Prepare for Client Scenarios
Think about potential client situations you might face in this role. Prepare to discuss how you would provide proactive tax planning advice or manage HMRC correspondence. This will demonstrate your problem-solving skills and client-facing experience.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to business development or how they support professional growth. This shows that you’re not just looking for any job, but are genuinely interested in contributing to their success.
