At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide expert advisory support.
- Company: Top 60 accountancy firm with a strong UK presence and award-winning culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a collaborative and innovative setting.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Experience in personal tax and strong client management skills.
The predicted salary is between 45000 - 55000 £ per year.
Our client is a Top 60, advisory-led accountancy firm with a strong UK presence and over 40 years’ heritage. With 200+ professionals across Audit, Accounts, Tax and Advisory, they are recognised for their relationship-led approach, ambitious growth strategy, and award-winning culture. Following continued expansion, they are seeking a Tax Manager to join their team based across Greater Manchester.
The Role
A client-facing, advisory-focused position managing a large personal tax portfolio, with responsibility for delivering both compliance and high-level tax planning support.
Key Responsibilities
- Manage a portfolio of circa 300–350 personal tax clients
- Prepare and review personal tax returns, ensuring accuracy and timely submission
- Provide advice on personal tax matters including CGT, IHT, income tax, and residence/domicile
- Identify tax planning opportunities and support clients in improving tax efficiency
- Act as the main point of contact, building strong long-term client relationships
- Support complex advisory work and collaborate with senior stakeholders
- Supervise and mentor junior team members
- Maintain up-to-date knowledge of UK tax legislation
About You
- Strong experience in personal tax within practice
- Proven ability to manage a large and varied client portfolio
- Solid technical knowledge across key personal tax areas (CGT, IHT, income tax)
Personal Tax Manager employer: The Clear
As a Top 60 advisory-led accountancy firm with over 40 years of heritage, our client offers an exceptional work environment in Greater Manchester, characterised by a strong emphasis on professional development and a collaborative culture. Employees benefit from a supportive atmosphere that encourages mentorship and growth, alongside a commitment to maintaining a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding careers in personal tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the tax field. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Showcase your expertise! Create a LinkedIn profile that highlights your personal tax experience and achievements. Share articles or insights related to tax planning to position yourself as a knowledgeable candidate.
✨Tip Number 3
Prepare for interviews by practising common questions specific to personal tax roles. Be ready to discuss your experience managing client portfolios and how you've helped clients improve their tax efficiency.
✨Tip Number 4
Don't forget to apply through our website! We have a range of opportunities that might be perfect for you. Plus, it shows you're serious about joining our team and helps us get to know you better.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Personal Tax Manager role. Highlight your experience with personal tax, client management, and any advisory work you've done. We want to see how you can bring value to 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 your background aligns with our client's needs. Be genuine and let your personality come through – we love a bit of character!
Showcase Your Achievements:Don’t just list your responsibilities; show us what you've achieved in your previous roles. Whether it's improving tax efficiency for clients or mentoring junior staff, we want to know how you've made a difference in your past positions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen and ready to take the next step in your career with us!
How to prepare for a job interview at The Clear
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially areas like CGT, IHT, and income tax. Be ready to discuss recent changes in UK tax legislation and how they might impact clients. This shows you're not just knowledgeable but also proactive about staying updated.
✨Showcase Your Client Management Skills
Since this role involves managing a large portfolio of clients, be prepared to share examples of how you've built and maintained strong client relationships in the past. Highlight any specific strategies you've used to improve client satisfaction or resolve issues.
✨Demonstrate Your Advisory Experience
This position is advisory-focused, so think of instances where you've provided valuable tax planning advice. Be ready to discuss how you identified opportunities for clients to improve their tax efficiency and the outcomes of your recommendations.
✨Mentorship Matters
As you'll be supervising junior team members, it's important to convey your leadership style. Share experiences where you've mentored others, how you approach training, and the impact it had on the team's performance. This will show that you're not just a tax expert but also a team player.
