Personal Tax Manager (with Optional Accounts Split)
£56,000 - £65,000 DOE
Contact Details
Ollie@aai-media.co.uk
01491 821804
The Opportunity
Our client, a forward-thinking accountancy practice, is seeking a qualified individual to support their Directors in managing a portfolio of Personal Tax clients. This position offers significant career progression and development opportunities. Notably, the role can include a 30% Accounts component if the successful candidate has experience with FRS 105 or FRS 102 1A accounts.
Key Responsibilities
* Oversee a varied Personal Tax portfolio, working closely with a Client Director
* Manage all aspects of client care, including ad hoc communications, compliance, billing, and preparing quotes for new services
* Handle personal tax work—from compliance to advisory—within specified budgets and timeframes
About You
* Minimum of 3 years’ post-qualified or managerial experience in a UK accountancy practice, focusing primarily on Personal Tax
* Excellent verbal and written communication skills, with a commitment to delivering high-quality client service
* Ideally qualified ACA/ACCA/ATT/CTA (or equivalent), although strong candidates qualified by experience will also be considered
* Experience in Trust Tax, Capital Gains Tax, and Inheritance Tax is preferred, but those willing to train in these areas are also welcome
* A valid driving licence and access to a vehicle
Additional Skills & Experience (Preferred but not essential)
* Experience with Iris, Sage, Xero, or other Cloud-based accounting packages
* Training and mentoring junior team members
IT & Interpersonal Skills
* Proficiency in Microsoft Outlook, Excel, and Word
* Strong people skills, fostering excellent working relationships with both clients and team members
* Dedication to a long-term career in practice, with motivation to learn and progress
What’s on Offer
* Highly competitive salary plus pension contributions
* Excellent professional development with comprehensive CPD training
* Supportive training environment as an approved training practice for ICAEW and ACCA
* Flexi-time arrangements
* Private medical insurance
* Modern, open-plan offices with complimentary refreshments
Equal Opportunities
Our client’s recruitment process is based on merit and ability, ensuring every candidate receives fair and equal treatment throughout. If you’re an experienced Personal Tax professional looking to take the next step in your career, we’d be delighted to hear from you.