At a Glance
- Tasks: Manage a diverse personal tax portfolio and provide expert advice to clients.
- Company: Leading UK accountancy and advisory practice with a focus on personal tax.
- Benefits: Competitive salary, flexible working between offices, and opportunities for professional growth.
- Other info: Support junior team members and contribute to exciting advisory projects.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: Significant personal tax experience and strong client relationship skills.
The predicted salary is between 60000 - 80000 £ per year.
A leading UK accountancy and advisory practice is seeking an experienced Tax Manager to join their growing personal tax team. This is a specialist tax role focused on delivering high-quality compliance and advisory services to a broad and established client portfolio. You will manage a substantial portfolio of personal tax clients, providing both technical expertise and trusted client relationship management, while also supporting junior team members and contributing to wider advisory projects. The role is primarily based across two office locations, with flexibility required between Droylsden and Stockport.
Key Responsibilities
- Manage a personal tax portfolio of approximately 300–350 clients, ensuring all compliance and advisory work is delivered accurately and on time.
- Act as the main point of contact for your clients, holding regular meetings to review tax affairs and provide clear, practical advice.
- Prepare and review personal tax returns, ensuring full compliance with HMRC requirements.
- Deliver proactive personal tax planning advice across areas including: Residence and domicile, Capital gains tax, Inheritance tax, Trusts, Income tax planning.
- Identify tax planning opportunities and communicate recommendations in a clear and commercially focused manner.
- Resolve client queries and issues promptly while maintaining high levels of service.
- Supervise, support, and review the work of junior team members, contributing to their development.
- Work closely with senior managers and partners on complex advisory assignments.
- Maintain strong technical knowledge of UK personal tax legislation and stay up to date with developments.
- Support business growth by developing client relationships and identifying opportunities for additional services.
Experience & Skills Required
- Significant experience within personal tax, ideally managing a large and varied client portfolio.
- Strong technical knowledge of UK personal tax including income tax, capital gains tax, inheritance tax, residence and domicile, and wider tax planning areas.
- Proven experience preparing and reviewing personal tax returns, including more complex cases.
- Confident in client-facing situations, with the ability to explain technical tax matters clearly and effectively.
- Experience supervising or mentoring junior staff.
- Strong organisational and time management skills, with the ability to manage competing priorities.
- A proactive, commercially aware, and solutions-focused approach.
- Excellent communication and relationship-building skills.
- ATT or CTA qualifications are desirable, although strong relevant experience will also be considered.
Senior Tax Manager in Bolton employer: Verelogic Recruitment
Contact Detail:
Verelogic Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager in Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Tax Manager role.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to showcase your expertise in personal tax. Prepare examples of how you've managed client portfolios and resolved complex issues. We want to see your confidence shine through!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll have a better chance of standing out and getting noticed by our hiring team.
We think you need these skills to ace Senior Tax Manager in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Tax Manager role. Highlight your experience with personal tax, client management, 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 our team. Mention specific experiences that relate to managing a personal tax portfolio and your approach to client relationships. Let us know why you want to join StudySmarter!
Showcase Your Technical Knowledge: In your application, don’t forget to showcase your strong technical knowledge of UK personal tax legislation. We’re keen to see how you stay updated with developments and how you apply this knowledge in real-world scenarios. Make it clear that you’re on top of your game!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Verelogic Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax legislation. Be ready to discuss specific areas like income tax, capital gains tax, and inheritance tax. The more confident you are in these topics, the better you'll be able to impress during the interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Think about times when you provided clear, practical advice or resolved complex queries. This will demonstrate your ability to be the main point of contact for clients, which is crucial for this role.
✨Be Ready to Discuss Team Leadership
Since the role involves supervising junior team members, come prepared with examples of how you've mentored or supported others in your previous positions. Highlight your approach to developing talent and fostering a collaborative environment.
✨Practice Your Communication Skills
You’ll need to explain technical tax matters clearly, so practice articulating complex concepts in simple terms. Consider doing mock interviews with a friend or colleague to refine your communication style and ensure you're conveying your expertise effectively.