At a Glance
- Tasks: Manage personal tax clients and support Directors on advisory projects.
- Company: Established accountancy practice with a supportive team environment.
- Benefits: Salary of £50k - £65k, flexible working options, and career progression.
- Other info: Opportunity for a 4-day work week for the right candidate.
- Why this job: Join a growing firm and make a real impact in personal tax management.
- Qualifications: Experience in personal tax roles and strong communication skills.
The predicted salary is between 65000 - 65000 £ per year.
£50k - £65k per annum - Wokingham - Full-Time - Office Based
Are you an experienced Personal Tax Manager looking for an exciting opportunity to advance your career? Look no further! An established and growing accountancy practice based near Wokingham is looking to recruit an experienced Personal Tax Manager to join their team. This is a great opportunity for a motivated tax professional looking for a varied, hands‑on role in a friendly, supportive, professional environment.
The firm is led by three Directors and supported by a close‑knit team of eight employees across full and part‑time positions. Due to continued growth, our client is seeking an experienced individual who can take ownership of personal tax compliance work whilst also supporting the Directors on more complex advisory matters. This is primarily a full‑time office‑based role; however, a 4‑day working week would be considered for the right candidate.
The Role
This is a broad and varied position offering exposure to both compliance and advisory work. Responsibilities will include:
- Managing a portfolio of personal tax clients
- Preparing and reviewing Self‑Assessment Tax Returns
- Reviewing work completed by junior team members
- Preparing and submitting Capital Gains Tax (CGT) returns
- Preparing P11D forms and related compliance work
- Assisting with tax planning projects for individuals and owner‑managed businesses
- Supporting the Tax Director with advance clearance applications and HMRC correspondence
- Advising clients on personal tax matters and identifying planning opportunities
- Building and maintaining strong client relationships
- Ensuring compliance deadlines are met efficiently and accurately
About You
The successful candidate will have:
- Previous experience within a personal tax‑focused role in practice
- Strong technical knowledge of UK personal tax compliance
- Experience reviewing junior staff work
- Exposure to advisory and tax planning work
- Excellent organisational and communication skills
- A proactive and client‑focused approach
- ATT, CTA, ACA, or ACCA qualification (or qualified by experience) would be advantageous
The Offer
Salary of £50k - £65k depending on experience. Opportunity to work closely with Directors on interesting advisory projects. Supportive and collaborative working environment. Long‑term career progression opportunities. Stable and established practice with an excellent local reputation. Flexibility to consider a 4‑day work week for the right individual.
If you are an experienced personal tax professional looking for a varied role with genuine responsibility and career development opportunities, apply now.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in England
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as RD Financial Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager in England
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch RD Financial Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at RD Financial Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at RD Financial Recruitment!
How to prepare for a job interview at RD Financial Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for RD Financial Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within RD Financial Recruitment. It helps to show our commitment!
