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, and opportunities for professional growth.
- Other info: Supportive environment with opportunities to mentor junior staff.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- 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 employer: Verelogic Recruitment
Contact Detail:
Verelogic Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager
✨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! You never know when you'll get a chance to impress someone. Prepare a short, snappy summary of your experience and what you can bring to the table. Make it memorable!
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We love seeing candidates who are genuinely interested in joining us. Tailor your approach to show how you fit into our team and culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows you're keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the role.
We think you need these skills to ace Senior Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your personal tax expertise and any relevant qualifications like ATT or CTA. 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 explain why you're the perfect fit for the Senior Tax Manager role. Share specific examples of your experience managing client portfolios and delivering advisory services. We love a good story!
Show Off Your Client Management Skills: Since this role involves being the main point of contact for clients, make sure to showcase your client relationship management skills. Talk about how you've successfully resolved client queries and built strong relationships in your previous roles. We’re all about teamwork here!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
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 specifics like income tax, capital gains tax, and inheritance tax. The interviewers will want to see that you can explain these concepts clearly and apply them to real-world scenarios.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Think about times when you resolved issues or provided proactive advice. This role is all about building trust with clients, so demonstrating your experience in this area will be key.
✨Be Ready to Discuss Team Leadership
Since you'll be supervising junior team members, come prepared with examples of how you've mentored or supported others in your previous roles. Highlight your approach to developing talent and fostering a collaborative team environment.
✨Demonstrate Your Problem-Solving Skills
Think of specific challenges you've faced in tax management and how you overcame them. The interviewers will appreciate your ability to identify tax planning opportunities and communicate solutions effectively, so be ready to share your thought process.