At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert advisory support.
- Company: Reputable firm in Winchester with a supportive and ambitious culture.
- Benefits: 25 days annual leave, pension scheme, professional development support, and clear career progression.
- Other info: Collaborative team environment with opportunities for coaching and development.
- Why this job: Gain autonomy, direct client exposure, and make a real impact in personal tax management.
- Qualifications: 5+ years in personal tax, ATT or CTA qualified, strong communication skills.
The predicted salary is between 60000 - 60000 £ per year.
We are partnering with a growing and highly regarded firm in Winchester to appoint a Personal Tax Manager. This is a client facing position offering full responsibility for a diverse portfolio including high net worth individuals, business owners, self-employed clients, and expatriates. This is a strong opportunity for an experienced personal tax professional who wants genuine autonomy, direct client exposure, and clear progression within a supportive and ambitious environment.
You will take ownership of your portfolio, review work produced by junior staff, and play a key role in delivering high quality advisory support on complex personal tax matters.
Benefits:- 25 days annual leave
- Employer pension scheme
- Death in service cover
- Support for relevant professional development and training
- Clear career progression opportunities
- Collaborative and supportive team culture
As Personal Tax Manager, you will manage your own portfolio of clients and act as their main point of contact for day to day queries and ongoing advisory needs. You will review personal tax returns prepared by junior colleagues, ensuring accuracy and compliance, while also providing guidance on more complex tax issues. The role includes regular client interaction, leading discussions, and building long term relationships. You will also work closely with senior colleagues on more technical matters, support the development of junior staff, and take responsibility for billing and workflow management across your portfolio.
Key Responsibilities:- Managing a portfolio of personal tax clients
- Reviewing personal tax returns prepared by junior team members
- Acting as the primary contact for client queries and advisory work
- Providing advice on a range of personal tax matters
- Supporting senior colleagues on complex technical issues
- Leading client meetings and maintaining strong relationships
- Coaching and developing junior staff
- Managing billing and workflow for your portfolio
- At least five years experience in personal tax within UK practice
- ATT or CTA qualified
- Strong organisational skills with the ability to manage multiple deadlines
- Excellent written and verbal communication skills
We comply with all relevant UK legislation and do not discriminate on any protected characteristics.
Personal Tax Manager - Client Facing Role. Job in Colden Common LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a highly regarded firm in Winchester as a Personal Tax Manager, where you will enjoy a collaborative and supportive team culture that fosters professional growth. With clear career progression opportunities, generous benefits including 25 days of annual leave and a robust pension scheme, this role offers the autonomy to manage your own diverse portfolio while providing high-quality advisory support to clients. Experience meaningful client interactions and take pride in developing junior staff within an ambitious environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Client Facing Role. Job in Colden Common LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Skills
When you land an interview, make sure to highlight your experience and how it relates to the role. Use specific examples from your past work to demonstrate your expertise in personal tax matters. We want to see how you can add value to our team!
✨Prepare for Client Interactions
Since this is a client-facing role, practice how you would handle client queries and advisory discussions. Role-play with a friend or mentor to build your confidence. Remember, strong communication skills are key to building those long-term relationships!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Manager - Client Facing Role. Job in Colden Common LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with high net worth individuals and any relevant qualifications like ATT or CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this client-facing role. Share specific examples of how you've managed portfolios and built client relationships in the past.
Showcase Your Communication Skills:Since this role involves regular client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our supportive team culture!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Portfolio Inside Out
Before the interview, make sure you’re familiar with the types of clients you’ll be managing. Research common personal tax issues faced by high net worth individuals and expatriates. This will help you demonstrate your expertise and show that you’re ready to take ownership of your portfolio.
✨Showcase Your Communication Skills
Since this role involves regular client interaction, practice articulating complex tax concepts in a clear and concise manner. Prepare examples of how you've successfully communicated with clients in the past, especially when discussing sensitive or complicated matters.
✨Prepare for Technical Questions
Brush up on your technical knowledge related to personal tax regulations and compliance. Be ready to discuss recent changes in tax legislation and how they might impact clients. This will not only showcase your expertise but also your commitment to staying updated in the field.
✨Demonstrate Leadership and Mentoring Experience
As a Personal Tax Manager, you’ll be expected to coach junior staff. Think of specific instances where you’ve led a team or mentored someone. Highlight your ability to develop others while managing your own workload effectively, as this is key to thriving in a collaborative environment.
