Senior Personal Tax Manager | Own Your Client Portfolio

12 Days Old

We are working with a growing firm in Winchester to recruit a Personal Tax Manager. This is a client-facing role with responsibility for managing your own portfolio of clients, including high-net-worth individuals, business owners, self-employed clients, and expatriates.You will have full ownership of your portfolio, reviewing work prepared by junior colleagues and providing advisory support on complex personal tax matters. This is ideal for someone with at least five years’ experience in personal tax who is ready to step into a role with genuine responsibility and progression opportunities within a respected firm.Personal Tax Manager – Benefits25 days annual leaveExcellent career progression opportunitiesEmployer pension schemeDeath in service coverSupport for any relevant trainingCollaborative, close-knit team environmentPersonal Tax Manager – About The RoleAs Personal Tax Manager, you will oversee your own portfolio of clients and act as the main point of contact for day-to-day queries. You’ll review tax returns prepared by junior staff, provide advisory support on complex tax matters, and work closely with senior management when needed.The role also includes leading client calls, coaching junior colleagues, and managing billing arrangements, giving you the chance to make a real impact on the smooth running of the business while building long-term client relationships. Key responsibilities:Managing your own portfolio of personal tax clientsReviewing tax returns prepared by junior colleaguesActing as primary client contact for queries and advisory supportProviding consulting advice on personal tax mattersSupporting senior management on complex tax issuesLeading client calls and maintaining strong client relationshipsCoaching and developing junior staffManaging billing arrangements for your portfolioThe successful Personal Tax Manager will have:At least five years’ experience in personal tax within a UK practiceATT or CTA qualificationsStrong organisational skills and ability to manage multiple deadlinesExcellent communication skills, both verbal and written #J-18808-Ljbffr
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Location:
Winchester
Job Type:
FullTime

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