At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and deliver complex advisory work.
- Company: Established independent accountancy firm with a focus on personal tax services.
- Benefits: Competitive salary, 25 days holiday, annual bonus, and health cash plan.
- Other info: Dynamic environment with opportunities for career progression and professional development.
- Why this job: Take ownership of client relationships and make a real impact in tax planning.
- Qualifications: Extensive personal tax experience and strong relationship management skills.
The predicted salary is between 50000 - 55000 £ per year.
Personal Tax Manager, Independent Accountancy Firm
Stockport / Droylsden
£50,000 - £55,000 + Benefits + Career Progression
Do you want to manage a varied portfolio of 300-350 personal tax clients while delivering complex advisory work across CGT, IHT, trusts and residence and domicile? Looking for a role where you can take real ownership of client relationships while working closely with senior managers and partners? Enjoy building long term relationships with a diverse and interesting private client base?
Benefits
- Competitive salary of £50,000 - £55,000
- 25 days holiday plus birthday leave
- Discretionary annual bonus
- Enhanced parental pay and company sick pay
- Health cash plan
- Company pension scheme
- Perkbox subscription and paid professional membership
- Cycle to work scheme and Employee Assistance Programme
Your new firm
Our client is an established and growing independent accountancy firm with offices across Stockport and Droylsden. Focused exclusively on tax, this is a firm that prides itself on delivering high quality personal tax compliance and advisory services to a varied and complex client base, building genuine long term relationships along the way.
Your new role
As a Personal Tax Manager you will take ownership of a portfolio of approximately 300-350 personal tax clients, delivering compliance and advisory services to a consistently high standard. You'll meet regularly with clients to discuss their tax affairs, prepare and review personal tax returns, provide proactive tax planning advice and act as the primary point of contact for your portfolio. The advisory work covers a broad range of complex planning matters including residence and domicile, capital gains tax, inheritance tax, trusts and income tax planning. You'll also supervise and develop junior team members and work closely with senior managers and partners on complex advisory projects.
Key responsibilities include
- Managing a personal tax portfolio of approximately 300-350 clients across compliance and advisory
- Meeting regularly with clients to discuss tax affairs and build strong long term relationships
- Preparing and reviewing personal tax returns including complex cases
- Providing proactive personal tax planning advice across CGT, IHT, residence and domicile, trusts and income tax planning
- Acting as the primary point of contact for your portfolio
- Supervising and developing junior team members
- Working closely with senior managers and partners on complex advisory projects
- Keeping up to date with UK personal tax legislation and emerging developments
To be successful in this role, you'll need
- Extensive personal tax experience with a proven ability to manage a large and varied portfolio
- Strong technical knowledge across income tax, CGT, IHT, residence and domicile and general tax planning
- Confident meeting clients in person and delivering clear practical advice
- Experience supervising or mentoring junior team members
- ATT or CTA qualification desirable but not essential where substantial experience is demonstrated
- Proactive, organised and solutions focused with excellent relationship management skills
Want to find out more?
Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892
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.
Private Client Tax Manager / Senior Manager - Manchester employer: Taxation
Join an established and growing independent accountancy firm in Manchester, where you will manage a diverse portfolio of personal tax clients while enjoying a supportive work culture that prioritises employee growth and development. With competitive salaries, generous holiday allowances, and a range of benefits including enhanced parental pay and a health cash plan, this firm is dedicated to fostering long-term relationships with both clients and employees, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager / Senior Manager - Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to folks on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your experience aligns with their needs. Practise common interview questions and come up with some thoughtful questions of your own to show you’re genuinely interested.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Manager / Senior Manager - Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the job description. Highlight your personal tax experience and any relevant qualifications, like ATT or CTA, to show us you're the right fit for managing a varied portfolio.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about personal tax and how you can build long-term relationships with clients. Share specific examples of your advisory work and client interactions to make your application stand out.
Showcase Your Technical Knowledge:We want to see your understanding of complex tax matters like CGT, IHT, and trusts. Use your application to demonstrate your technical expertise and how you've applied it in real-world scenarios to benefit clients.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people quickly and shows us you’re serious about joining our team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially around CGT, IHT, and trusts. Be ready to discuss specific cases or scenarios where you've applied this knowledge in the past. This will show that you're not just familiar with the theory but can also apply it practically.
✨Client Relationship Focus
Since this role involves managing a portfolio of clients, think about examples from your past where you've built strong client relationships. Be prepared to share how you approach client meetings and what strategies you use to maintain those long-term connections.
✨Showcase Your Leadership Skills
As you'll be supervising junior team members, highlight any experience you have in mentoring or leading a team. Discuss how you’ve helped others grow in their roles and how you plan to support your future colleagues in this position.
✨Stay Updated on Legislation
Demonstrate your commitment to staying current with UK personal tax legislation. Mention any recent changes you've followed and how they might impact clients. This shows that you're proactive and dedicated to providing the best advice possible.
