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For Companies At a Glance
- Tasks: Manage a diverse personal tax portfolio and deliver high-quality advisory work.
- Company: Award-winning independent accountancy firm with a strong reputation.
- Benefits: Competitive salary, bonus, flexible hours, and hybrid working options.
- Why this job: Join a dynamic team and shape the future of personal tax services.
- Qualifications: CTA qualified with strong personal tax experience and client management skills.
- Other info: Great opportunities for career progression in a supportive environment.
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 are 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.
They are looking to appoint a Senior Tax Manager to join their tax team and play an important role in managing client relationships, delivering high-quality personal tax work, and supporting the continued development of the function. This opportunity would suit an experienced tax professional who enjoys a mix of portfolio management, advisory work, technical review, and process improvement. The role also offers close collaboration with senior leadership and the chance to contribute to the future direction of the tax offering.
The role
- 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: ProTalent
Contact Detail:
ProTalent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager (Personal Tax)
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to personal tax and think about how your experience aligns with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience in managing personal tax portfolios and how you've improved processes in previous roles. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
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 take that extra step to connect with us directly.
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 CTA qualification and personal tax experience, as these are key to catching our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for personal tax and how your proactive approach can contribute to our team's success.
Showcase Your Client Management Skills: Since managing client relationships is crucial, give examples of how you've successfully handled client communications and tax matters in the past. We love to see real-life scenarios!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at ProTalent
✨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 about ways you've improved processes in your previous roles. Be ready to share specific examples of how you've streamlined workflows or enhanced team efficiency, as this aligns perfectly with the firm's focus on continuous improvement.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax and their future direction. This not only shows your interest in the role but also gives you a chance to assess if the company culture and values align with yours.