Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage personal tax compliance and advisory services for diverse clients.
- Company: Leading firm of Chartered Accountants and Tax Advisers in Watford.
- Benefits: Competitive salary, annual bonus, private medical insurance, and generous leave.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: CTA qualified with 2+ years in personal tax management.
- Other info: Hybrid role with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting on behalf of a leading firm of Chartered Accountants and Tax Advisers based in Watford, who are seeking an experienced Personal Tax Manager to join their growing tax team.
This is a key role within the firm, working closely with Tax Principals and colleagues across the business to deliver high-quality personal tax compliance and advisory services to a varied and often complex client base.
Key Responsibilities
- Working collaboratively with Tax Principals and other team members to achieve excellent results and foster a positive, high-performing team environment.
- Building strong client relationships by liaising with and meeting clients to fully understand their needs and deliver tailored tax solutions.
- Preparing personal, partnership and trust tax returns for a portfolio of more complex clients.
- Reviewing personal tax returns, technical work and advice prepared by junior members of the team, providing guidance and support as required.
- Identifying tax planning opportunities, advising clients on available options and assisting with the implementation of agreed strategies.
- Assisting with and managing HMRC enquiries, compliance checks and correspondence.
- Working closely with Principals and teams across the firm on ad-hoc advisory projects to deliver effective and practical solutions for clients.
Skills & Experience
- CTA qualified or equivalent, with at least 2 years’ post-qualification experience.
- Proven experience gained within a personal tax-focused practice, managing a varied client portfolio.
- Strong technical capability, with responsibility for personal tax compliance and the ability to identify and deliver effective tax planning opportunities.
- An excellent team player with strong interpersonal skills, including the confidence and capability to support, mentor and review the work of junior team members.
- Well-organised and able to manage a portfolio of clients independently, taking ownership of deadlines and client relationships.
- Good IT skills, with knowledge of Digita tax software advantageous.
- Up-to-date personal tax knowledge, supported by recent training and hands-on experience.
- Clear and professional communicator, able to build effective relationships with both clients and colleagues at all levels.
Benefits
- Salary will be dependent on experience.
- Annual Christmas bonus equivalent to one week’s salary.
- Salary Sacrifice Pension Scheme, with auto-enrolment subject to eligibility (Employer contribution: 5%; Employee contribution: 3%).
- Private Medical Insurance following completion of three months’ service (taxable benefit).
- Death in Service cover at four times annual salary.
- Group Income Protection Scheme (non-contributory) following completion of three months’ service.
- 25 days’ annual leave per annum (pro rata), with three days typically taken over the Christmas/New Year period.
If you are an experienced Personal Tax professional looking to take the next step in your career with a highly regarded firm, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.
Personal Tax Manager employer: Modus Talent
Contact Detail:
Modus Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Personal Tax Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience and how you've tackled complex tax issues. We want to see your passion for personal tax and how you can bring value to their team.
✨Tip Number 3
Prepare for interviews by researching the firm. Understand their client base and recent projects. This will help you tailor your answers and show that you're genuinely interested in working with them. Plus, it’ll make you stand out from the crowd!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from talented individuals like you who are ready to take on the challenge of a Personal Tax Manager role.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications, like your CTA, to show us you're the right fit for the Personal Tax Manager role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about personal tax and how your experience aligns with our needs. Share specific examples of how you've built client relationships or managed complex tax returns to make your application stand out.
Showcase Your Team Spirit: Since we value collaboration, mention any experiences where you’ve worked closely with colleagues or mentored junior team members. This will help us see how you can contribute to our positive, high-performing team environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our recruitment team!
How to prepare for a job interview at Modus Talent
✨Know Your Stuff
Make sure you brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current tax laws will not only impress your interviewers but also show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully managed complex client portfolios or identified tax planning opportunities. This will help demonstrate your capability and how you can add value to their team.
✨Build Rapport
Since this role involves building strong client relationships, practice your interpersonal skills. Be friendly and approachable during the interview, and don’t hesitate to ask questions about the firm’s culture and team dynamics.
✨Be Ready for Technical Questions
Expect some technical questions related to personal tax compliance and advisory services. Brush up on common scenarios you might face in the role, and be prepared to discuss how you would handle them.
