Job Description
Personal Tax Manager – Cleckheaton
Cleckheaton | Full-Time | Hybrid & Flexible Working | Competitive Salary + Benefits
Keywords: Personal Tax Manager, Tax Manager, Personal Tax, Private Client Tax, Self Assessment, HNW Tax, Capital Gains Tax, Inheritance Tax, ATT, ACA, CTA, Tax Compliance, Tax Advisory, HMRC, Accountancy Practice, Cleckheaton
We're recruiting an experienced Personal Tax Manager to join a growing accountancy practice in Cleckheaton.
This is an excellent opportunity for an ACA, ATT or CTA-qualified tax professional, or someone qualified by experience, with at least three years' personal tax experience.
You'll manage a portfolio of personal tax clients, oversee compliance work, provide proactive tax advice and support the continued development of the firm's personal tax offering.
Key Responsibilities
- Manage a portfolio of personal tax clients
- Review Self Assessment tax returns prepared by junior colleagues
- Provide proactive, efficient and commercially focused tax advice
- Oversee client deadlines and ensure regulatory requirements are met
- Manage WIP, billing and client fees
- Liaise with Partners and Managers regarding client work and progress
- Mentor and train Tax Trainees and junior team members
- Identify tax planning and advisory opportunities across the client portfolio
- Assist with ad hoc personal tax advisory projects
- Contribute to wider advisory assignments where appropriate
- Support business development through articles, presentations, networking and client communications
- Keep up to date with UK tax legislation and HMRC procedures
- Communicate relevant tax developments to clients
- Maintain appropriate technical CPD and professional development
About You
- ACA, ATT or CTA qualified, or qualified by experience
- Minimum 3 years' personal tax experience
- Strong knowledge of personal tax compliance
- Experience reviewing tax returns and managing client portfolios
- Additional experience across other areas of taxation advantageous
- Excellent client communication and relationship-building skills
- Strong organisational and time management abilities
- Comfortable managing multiple deadlines and priorities
- Commercially aware with a proactive approach
- Confident mentoring and supporting junior colleagues
- Professional, personable and committed to delivering high-quality client service
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits
- Varied personal tax portfolio
- Exposure to tax advisory and planning
- Client-facing responsibility
- Training and professional development
- Supportive and collaborative team environment
- Clear progression opportunities
- Strong work-life balance
Location
Cleckheaton, West Yorkshire
Commutable from Bradford, Leeds, Huddersfield, Halifax, Dewsbury, Wakefield and surrounding areas.
Apply today for a confidential discussion with Jack Wood on or .
Personal Tax Manager - Cleckheaton employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
