At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide high-quality advisory services.
- Company: Respected independent accountancy practice with a supportive culture.
- Benefits: Competitive salary, hybrid working, 25+ days leave, and professional development.
- Other info: Genuine career progression opportunities and a collaborative team environment.
- Why this job: Join a growing team and shape the future of tax while advancing your career.
- Qualifications: ATT/CTA qualified with 5+ years in UK personal tax practice.
The predicted salary is between 55000 - 70000 £ per year.
An exceptional opportunity has arisen for an ambitious Personal Tax Manager to join a highly respected and growing independent accountancy practice in the Stockport area. This role offers the opportunity to work with an established portfolio of private clients, high-net-worth individuals, owner-managed businesses and entrepreneurs, whilst playing a key role in the continued growth and success of the tax department.
If you are looking for a position that combines technical challenge, client advisory work, genuine career progression and a supportive leadership team, this could be the opportunity you've been waiting for.
The Opportunity
Reporting to the Tax Director and Partners, you will be responsible for managing a diverse portfolio of personal tax clients whilst providing high-quality advisory and compliance services. This is a client-facing role that would suit an experienced tax professional who enjoys building trusted relationships, delivering technical advice and supporting junior team members.
Key Responsibilities
- Managing a portfolio of personal tax clients, including HNWIs, directors, business owners and trusts
- Reviewing and overseeing personal tax compliance work
- Providing proactive tax planning and advisory services
- Advising on capital gains tax, inheritance tax and remuneration planning
- Managing HMRC enquiries and correspondence
- Reviewing tax returns prepared by junior team members
- Supporting business development initiatives and client relationship management
- Mentoring, developing and reviewing the work of junior tax staff
- Working closely with Partners on complex advisory assignments
What We're Looking For
Essential Requirements
- ATT and/or CTA qualified (or qualified by experience)
- Minimum 5+ years' UK Practice experience within personal tax
- At least 2 years' experience operating at Senior Tax Consultant, Assistant Manager or Tax Manager level
- Strong knowledge of: Personal Tax, Capital Gains Tax (CGT), Inheritance Tax (IHT), Trust taxation, Self-Assessment, HMRC compliance procedures
- Experience managing a client portfolio independently
- Excellent communication and relationship-building skills
- Strong technical review and advisory capabilities
Desirable
- CTA qualification
- Experience advising owner-managed businesses and entrepreneurial clients
- Exposure to complex tax planning assignments
- Experience managing and developing junior team members
Career Development & Progression
Our client is committed to investing in its people and offers genuine long-term career opportunities. Potential progression routes include:
- Senior Tax Manager
- Associate Director
- Tax Director
- Future Partnership opportunities for the right individual
You will gain exposure to increasingly complex advisory work and play a key role in shaping the future growth of the tax function.
Salary & Benefits Package Includes
- £55,000 - £70,000 basic salary
- Hybrid working arrangement
- Flexible working hours
- 25+ days annual leave plus bank holidays
- Company pension scheme
- Professional subscription fees paid
- Ongoing CPD and professional development support
- Private healthcare (where applicable)
- Life assurance
- Enhanced family-friendly policies
- Structured career progression pathway
- Modern office environment
- Supportive and collaborative team culture
- Regular team events and wellbeing initiatives
Location & Working Arrangement
Location: Stockport Area, Greater Manchester. Candidates should be within reasonable commuting distance of the Stockport and Greater Manchester region.
Apply Today
If you are an experienced Personal Tax professional seeking a new challenge within a progressive and highly regarded accountancy practice, we would be delighted to hear from you. For a confidential discussion or to apply, please contact: Email: Applications will be reviewed on a strictly confidential basis.
Personal Tax Manager in Stockport employer: Trades Workforce Solutions
Aurora Energy Research is an exceptional employer, offering a dynamic and collaborative work culture in the heart of Oxford. With a focus on employee growth and development, we provide ample opportunities for professional advancement while ensuring a flexible, hybrid working environment that promotes work-life balance. Join us to be part of a forward-thinking team dedicated to innovation in energy research, where your contributions will directly impact user engagement and product excellence.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Stockport
✨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 Trades Workforce Solutions, 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 Stockport
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 Trades Workforce Solutions'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 Trades Workforce Solutions. 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 Trades Workforce Solutions!
How to prepare for a job interview at Trades Workforce Solutions
✨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 Trades Workforce Solutions.
✨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 Trades Workforce Solutions. It helps to show our commitment!
