At a Glance
- Tasks: Manage personal tax clients and provide expert advice on complex tax matters.
- Company: Leading accountancy practice in Stamford with a supportive team culture.
- Benefits: Hybrid working, competitive salary, professional development, and clear career progression.
- Other info: Opportunity to work with high-net-worth individuals and develop junior team members.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: CTA or ATT qualified with strong UK personal tax compliance experience.
We're recruiting an experienced Personal Tax Manager for a leading accountancy practice in Stamford. This is an excellent opportunity for a CTA or ATT-qualified tax professional with strong UK practice experience who is looking to take responsibility for a varied portfolio of personal tax and private client work.
You'll manage client relationships, review complex tax returns, provide technical advice and support the development of junior members of the team.
Key Responsibilities
- Manage a portfolio of personal tax clients, including HNWIs, directors, sole traders and partnerships
- Act as the main point of contact for clients and handle technical queries
- Review and sign off Self Assessment tax returns
- Oversee personal tax computations and compliance work
- Ensure tax returns are submitted accurately and within HMRC deadlines
- Manage HMRC correspondence and tax enquiries
- Provide technical advice on Income Tax, CGT and IHT
- Maintain up-to-date knowledge of UK tax legislation
- Review work and provide technical support to junior team members
- Build strong, long-term client relationships
About You
- CTA or ATT qualified (or equivalent experience)
- Strong personal tax compliance experience within UK practice
- Proven experience reviewing complex personal tax returns
- Strong technical knowledge of UK personal taxation
- Experience with HNWIs and private clients advantageous
- Good knowledge of Income Tax, Capital Gains Tax and Inheritance Tax
- Strong client relationship and communication skills
- Experience supervising or developing junior team members
- Organised, commercially aware and able to manage deadlines
- Professional, proactive and client-focused
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- Varied personal tax and private client portfolio
- Exposure to HNWIs and complex tax matters
- Professional development and training
- Leadership and management responsibility
- Clear career progression
- Supportive and collaborative team environment
Location: Stamford, Lincolnshire. Commutable from Peterborough, Oakham, Grantham, Bourne, Market Deeping, Rutland and surrounding areas.
Personal Tax Manager – Stamford employer: Oscar Wood Careers
Join a well-established accountancy and tax advisory practice in Thame, where you will thrive in a supportive and forward-thinking environment. With a focus on employee growth, this role offers the chance to mentor junior team members while managing a complex portfolio of clients, all within a culture that values flexibility and work-life balance. Enjoy competitive remuneration and the opportunity to make a meaningful impact in a dynamic team dedicated to excellence in trust management.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager – Stamford
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager – Stamford
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood Careers!
How to prepare for a job interview at Oscar Wood Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood Careers. It helps to show our commitment!
