At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide tax planning advice.
- Company: A well-established, independent accountancy firm with a relaxed and supportive culture.
- Benefits: Competitive salary, hybrid working, 5 weeks holiday, and summer early-finish Fridays.
- Other info: Flexible working arrangements and excellent career progression opportunities.
- Why this job: Join a dynamic team and build long-term client relationships while developing your advisory skills.
- Qualifications: Experience in personal tax and strong communication skills are essential.
The predicted salary is between 55000 - 60000 £ per year.
A well‑established independent accountancy firm in Witney is looking to strengthen its private client tax team with the appointment of a Personal Tax Manager. This is an excellent opportunity for somebody who enjoys building long‑term client relationships and wants exposure to a genuinely broad range of private client work within a supportive and flexible environment. The role offers a mix of compliance management and advisory involvement, with work spanning HNW individuals, trusts, estates, inheritance tax planning, CGT and international matters.
The Opportunity
- Take ownership of your own client portfolio whilst working closely with highly experienced senior tax professionals on more complex planning and advisory projects.
- Managing a portfolio of private clients
- Reviewing self‑assessment tax returns
- Advising clients on personal tax planning matters
- Capital gains tax and inheritance tax work
- Trust and estate tax matters
- Supporting with probate‑related tax work
- Developing and maintaining strong client relationships
- Liaising with solicitors and other professional advisers
- Assisting junior members of the team where required
About the Firm
This is a collaborative and personable firm with a strong reputation across Oxfordshire. The culture is relaxed and adult‑to‑adult, with people trusted to manage their workload independently rather than being heavily micromanaged. The tax team handles a high‑quality and varied client base, and there is strong technical support internally for somebody wanting to further develop advisory experience over time. Hybrid working is fully embedded, and the firm is also open‑minded around flexible and part‑time arrangements.
About You
The firm is flexible on qualifications and would consider ATT, CTA or qualified by experience candidates. You will ideally have:
- Solid personal tax experience gained within practice
- Experience managing your own portfolio
- Strong compliance knowledge
- Some exposure to advisory/project work
- Good communication and client‑facing skills
- The ability to work independently and manage deadlines effectively
- Previous exposure to trusts, estates or probate work would be advantageous, although not essential.
What's on Offer
- £55,000 - £60,000 salary depending on experience
- Hybrid working (2 days WFH)
- 5 weeks holiday
- Summer early‑finish Fridays
- Genuine flexibility around working arrangements
- Broad and interesting private client work
- Long‑term progression potential within the team
If you would like to find out more, please get in touch for a confidential conversation.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager in Witney employer: PRO-TAX RECRUITMENT LIMITED
This well-established independent accountancy firm in Witney is an excellent employer, offering a supportive and flexible work environment that prioritises employee autonomy and development. With a strong focus on building long-term client relationships, the firm provides opportunities for personal growth through exposure to a diverse range of private client work, alongside a commitment to hybrid working and genuine flexibility in arrangements.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Witney
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to former colleagues or classmates. Building relationships can lead to job opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Think about how your experience aligns with the role of Personal Tax Manager and be ready to discuss specific examples. Confidence is key, so practice makes perfect!
✨Showcase Your Skills
When you get the chance, demonstrate your expertise in personal tax matters during conversations or interviews. Bring up your experience with compliance management, advisory work, and client relationships. This will help you stand out as a candidate who knows their stuff!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Personal Tax Manager role! We love seeing applications come directly from our site, and it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Personal Tax Manager in Witney
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your personal tax experience, compliance knowledge, and any advisory work you've done. We want to see how you can bring value to our team!
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 you’ve built strong client relationships in the past. Keep it engaging and relevant to the role – we love a good story!
Showcase Your Communication Skills:Since this role involves liaising with clients and other professionals, make sure your application demonstrates your communication prowess. Whether it's through your writing style or examples of past interactions, let us know you can connect with people effectively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around compliance and advisory work. Be ready to discuss specific cases or scenarios you've handled, particularly involving HNW individuals, trusts, and estates.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role is all about connecting with clients, so demonstrate your communication skills and ability to manage expectations.
✨Be Ready for Technical Questions
Expect questions that dive deep into capital gains tax, inheritance tax, and probate-related matters. Practise explaining complex concepts in simple terms, as this will show your understanding and ability to advise clients effectively.
✨Emphasise Your Independence
The firm values independent workers, so highlight your experience managing your own portfolio and meeting deadlines without micromanagement. Share instances where you've taken initiative or led projects successfully.
