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 culture.
- Benefits: Competitive salary, hybrid working, 5 weeks holiday, and summer early-finish Fridays.
- Other info: Flexible working arrangements and genuine progression potential within the team.
- Why this job: Build long-term client relationships while gaining exposure to varied and interesting tax work.
- Qualifications: Experience in personal tax, strong compliance knowledge, and good communication skills.
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
You will take ownership of your own client portfolio whilst working closely with highly experienced senior tax professionals on more complex planning and advisory projects. Responsibilities will include:
- 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
This well-established independent accountancy firm in Witney is an excellent employer, offering a supportive and flexible work environment that prioritises employee well-being and professional growth. With a strong focus on building long-term client relationships, the firm provides opportunities for personal development through exposure to a diverse range of private client work, alongside a collaborative culture that values independence and trust. Employees benefit from hybrid working arrangements, generous holiday allowances, and a commitment to inclusivity, making it a rewarding place to advance your career in personal tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Witney
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your personal tax experience. Engage with relevant content and connect with professionals in the field to boost your visibility.
✨Tip Number 3
Practice your interview skills! Prepare for common questions related to personal tax management and think of examples that highlight your experience with compliance and advisory work. Mock interviews with friends can really help you nail it.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, applying directly shows your enthusiasm and commitment to 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, client management skills, and any advisory work you've done. We want to see how you fit into 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 can contribute to our firm. Share specific examples of your past work that align with the responsibilities listed in the job description.
Showcase Your Client Relationship Skills:Since building long-term client relationships is key for this role, make sure to mention any relevant experiences where you've successfully managed client portfolios or collaborated with other professionals. We love seeing strong communication skills!
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’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Pro-Tax
✨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 highlight your communication skills and any successful outcomes from your previous interactions.
✨Demonstrate Your Independence
Since the firm values independent work, be prepared to talk about how you manage your own portfolio and deadlines. Share instances where you've taken ownership of projects and delivered results without heavy supervision.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm's culture and the team dynamics. Inquire about their approach to hybrid working or how they support professional development, which aligns with the firm's flexible environment.
