Tax Manager

Tax Manager

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead a team in managing complex tax portfolios and provide expert advice to high-net-worth clients.
  • Company: Dynamic firm focused on private client taxation with a collaborative environment.
  • Benefits: Competitive salary, professional development, and opportunities for mentorship.
  • Why this job: Make a real impact by guiding clients through their tax challenges and developing your leadership skills.
  • Qualifications: CTA qualified with experience in personal tax and team management.
  • Other info: Join a supportive team that values growth and innovation in the tax sector.

The predicted salary is between 36000 - 60000 £ per year.

The Tax Manager plays a central leadership role within the Private Client Tax Department, balancing a high-quality portfolio of client-facing technical work with departmental oversight, workflow management, technical development of the team, and contribution to the wider strategic objectives of the firm. The role requires strong technical expertise, dependable management capability, excellent communication skills, and the ability to maintain consistent standards across the department.

Job Responsibilities:

  • Client-Facing Responsibilities
  • Portfolio Management - Manage a portfolio of complex high-net-worth individuals, partnerships, trusts, estates, and other private client assignments. Prepare and review Self-Assessment tax returns, computations, supporting schedules, and related correspondence. Act as primary point of contact for long-standing and higher-value clients.
  • Technical Advisory Work - Provide high-level advice on Capital Gains Tax, Inheritance Tax, residence and domicile issues, trust planning, estate administration, and other personal tax matters. Review and sign off advisory reports prepared by junior and mid-level staff. Identify tax-planning opportunities.
  • Client Interaction - Manage client relationships professionally and efficiently. Conduct client meetings to discuss tax matters and planning opportunities. Participate in onboarding meetings for new clients.
  • P11D and Employment-Related Compliance - Oversee the P11D preparation process, ensuring accuracy and timeliness. Advise on employment-related benefits, PAYE matters, and compliance obligations.
  • Departmental and Indirect Responsibilities
    • Compliance Cycle Oversight - Oversee the entire private client tax return cycle for the firm. Set and manage departmental timetables, workflows, and milestones. Monitor overall progress and ensure effective resource allocation.
    • Departmental Communication and Reporting - Provide regular progress and risk updates to the partners. Contribute to Tax Team meetings. Maintain communication with partners on client-specific matters.
    • Billing and Financial Management - Take responsibility for departmental billing and ensure timely billing. Manage billing for own portfolio and support the team.
  • People Leadership and Team Development
    • Supervision and Review - Review tax returns, letters, calculations, and advisory notes prepared by staff. Provide detailed feedback.
    • Mentoring and Staff Development - Mentor junior members of the team. Assist in training needs assessments. Promote a positive working environment.
    • Delegation and Workflow Management - Delegate tasks effectively. Ensure clear expectations and timely review of delegated work.
  • Practice Development and Internal Contribution
    • Business Development - Assist partners with opportunities for new business. Identify cross-selling opportunities.
    • Internal Process Improvement - Contribute to review and improvement of departmental processes. Ensure the department remains efficient and compliant.
    • Technical and Legislative Awareness - Maintain awareness of UK tax legislation and HMRC guidance. Share updates with the Tax Team.

    Professional Requirements:

    CTA qualified with extensive post-qualification experience in private client taxation. Strong technical expertise across personal tax, CGT, IHT, trusts, estates, and partnerships. Experience supervising staff and managing workflows. Excellent written and verbal communication skills. High professionalism, confidentiality, and attention to detail.

    If you are a passionate Tax Manager in the Reading area looking for a new role, please get in touch with Maddie Platt to find out more.

    Tax Manager employer: Red King Resourcing

    As a leading firm in the Private Client Tax sector, we pride ourselves on fostering a collaborative and supportive work culture that prioritises employee growth and development. Our Reading location offers a vibrant community with access to a diverse client base, ensuring that our Tax Managers engage in meaningful work while enjoying competitive benefits and opportunities for professional advancement.
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    Contact Detail:

    Red King Resourcing Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Tax Manager

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the tax field, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Tax Manager role. You never know who might have the inside scoop on an opportunity!

    ✨Tip Number 2

    Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of real-life examples where you've excelled in these areas, as they’ll help you stand out during those crucial conversations.

    ✨Tip Number 3

    Showcase your leadership abilities! Be ready to discuss how you've mentored team members or improved workflows in previous roles. This will demonstrate that you’re not just a tax whiz but also a great team player.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!

    We think you need these skills to ace Tax Manager

    Portfolio Management
    Self-Assessment Tax Returns
    Capital Gains Tax (CGT)
    Inheritance Tax (IHT)
    Trust Planning
    Estate Administration
    Client Relationship Management
    P11D Preparation
    Employment-Related Compliance
    Workflow Management
    Team Leadership
    Mentoring
    Business Development
    UK Tax Legislation Awareness
    Excellent Communication Skills

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Tax Manager role. Highlight your expertise in personal tax, CGT, and IHT, as well as any leadership experience you've had.

    Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Tax Manager position. Share your passion for private client taxation and how your background aligns with our team's goals.

    Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and professional. Use concise language and structure your documents well to demonstrate your ability to convey complex information effectively.

    Apply Through Our Website: We encourage you to apply directly through our website. This way, we can easily track your application and ensure it reaches the right people. Plus, it shows you're proactive and keen to join our team!

    How to prepare for a job interview at Red King Resourcing

    ✨Know Your Tax Stuff

    Make sure you brush up on your knowledge of personal tax, CGT, IHT, and trusts. Be ready to discuss specific cases or scenarios where you've applied this expertise. The interviewers will want to see that you can handle complex tax matters with confidence.

    ✨Showcase Your Leadership Skills

    As a Tax Manager, you'll be expected to lead and mentor your team. Prepare examples of how you've successfully managed workflows, delegated tasks, and provided feedback. Highlight any experience you have in developing junior staff and fostering a positive work environment.

    ✨Client Interaction is Key

    Since you'll be managing high-net-worth clients, practice discussing how you've built and maintained client relationships in the past. Be ready to share your approach to client meetings and how you identify tax-planning opportunities for them.

    ✨Stay Updated on Legislation

    Demonstrate your awareness of current UK tax legislation and HMRC guidance. Bring up any recent changes that could impact private client taxation and be prepared to discuss how you keep yourself informed about these updates.

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