At a Glance
- Tasks: Manage a diverse personal tax portfolio and deliver high-quality advisory work.
- Company: Join a fast-growing, award-winning independent accountancy and tax firm in Surrey.
- Benefits: Enjoy a competitive salary, bonus, and flexible hybrid working options.
- Other info: Great career progression opportunities in a supportive and dynamic environment.
- Why this job: Make a real impact while collaborating with senior leadership and shaping the future of tax services.
- Qualifications: CTA qualified with strong personal tax experience and excellent client management skills.
The predicted salary is between 65000 - 70000 £ per year.
Surrey / Hybrid / Flexible Working
£65,000–£70,000 + bonus
Not every tax role offers the same level of variety, autonomy, and opportunity to contribute. We’re supporting a fast growing, award winning, independent accountancy and tax firm with an excellent reputation for providing practical, commercial advice to a broad private client base. Based in Surrey, the firm offers flexible working arrangements, including hybrid working and the potential for significant remote working depending on individual preference and business needs.
You will take responsibility for a varied personal tax portfolio, acting as a key point of contact for clients and ensuring work is delivered accurately and on time. The position includes a combination of compliance and advisory responsibilities, as well as review and oversight duties across the wider team.
Key responsibilities include:
- Managing a personal tax portfolio from start to finish, including client communication and oversight of return preparation and submission
- Reviewing tax returns and related work prepared by other team members to ensure quality and consistency
- Supporting clients with income tax planning, capital gains tax matters, disclosures, overpayment relief claims, and HMRC enquiries
- Participating in prospective client calls or meetings where appropriate and supporting a smooth onboarding process
- Helping maintain efficient internal systems and processes across the tax function
- Assisting with the allocation and coordination of tax-related work within the team where required
About you
Applicants should be able to demonstrate:
- CTA qualification
- Strong personal tax experience gained in practice
- Experience reviewing work and maintaining high technical standards
- Confidence in managing client relationships and handling tax matters clearly and professionally
- Good organisational skills and the ability to manage competing priorities
- A proactive approach to improving processes and supporting colleagues
What’s on offer
- £65,000–£70,000 depending on experience, plus bonus
- Flexible working hours
- Hybrid working, with potential for part-remote working depending on preference and business requirements
- The opportunity to contribute to the growth and development of a well-regarded tax team
- A supportive environment with scope for progression into broader leadership, technical specialism, or longer-term career development
This is a full-time position based in the Thames Ditton / Surrey area, with flexibility around home and office working arrangements.
Senior Tax Manager (Personal Tax) employer: Pro Talent
Join a fast-growing, award-winning independent accountancy and tax firm in Surrey that values flexibility and employee growth. With a supportive work culture that encourages collaboration and innovation, you will have the opportunity to manage a diverse personal tax portfolio while enjoying hybrid working arrangements. This role not only offers competitive remuneration but also paves the way for career advancement within a well-regarded team dedicated to delivering high-quality client service.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax Manager (Personal Tax)
✨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 industry contacts. You never know who might have a lead on that perfect Senior Tax Manager role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your personal tax experience and any successful projects you've managed. Share specific examples of how you've improved processes or handled complex client situations – it’ll show them you’re the right fit for their team!
✨Ace the Interview
Prepare for interviews by researching the company and understanding their values and goals. Practice common interview questions, but also be ready to discuss your approach to managing client relationships and delivering high-quality work. Confidence is key, so go in ready to impress!
✨Apply Through Our Website
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 seeing candidates who are proactive and engaged in their job search – it shows you’re serious about joining our fantastic team!
We think you need these skills to ace Senior Tax Manager (Personal Tax)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Tax Manager role. Highlight your personal tax experience and any relevant qualifications, like your CTA, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your experience aligns with our needs. Don’t forget to mention your proactive approach to improving processes!
Showcase Your Client Management Skills:Since managing client relationships is key in this role, make sure to include examples of how you've successfully handled client communications and tax matters in your previous positions. We want to see your confidence in action!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Pro Talent
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around income tax planning and capital gains tax. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing client relationships.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios and communicated complex tax matters clearly. This role requires strong interpersonal skills, so think about times when you've built rapport with clients or resolved issues effectively.
✨Demonstrate Process Improvement Mindset
Think of instances where you've improved processes within your team or firm. Be ready to share these experiences during the interview, as the company values a proactive approach to enhancing efficiency in their tax function.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's future direction and how the tax team fits into that vision. This shows your genuine interest in the role and helps you understand how you can contribute to their growth and development.
