Personal Tax Manager

Personal Tax Manager
Personal Tax Manager Watford Permanent role Hybrid

We are recruiting on behalf of a leading firm of Chartered Accountants and Tax Advisers based in Watford, who are seeking an experienced Personal Tax Manager to join their growing tax team.

This is a key role within the firm, working closely with Tax Principals and colleagues across the business to deliver high-quality personal tax compliance and advisory services to a varied and often complex client base.

Key Responsibilities

• Working collaboratively with Tax Principals and other team members to achieve excellent results and foster a positive, high-performing team environment.
• Building strong client relationships by liaising with and meeting clients to fully understand their needs and deliver tailored tax solutions.
• Preparing personal, partnership and trust tax returns for a portfolio of more complex clients.
• Reviewing personal tax returns, technical work and advice prepared by junior members of the team, providing guidance and support as required.
• Identifying tax planning opportunities, advising clients on available options and assisting with the implementation of agreed strategies.
• Assisting with and managing HMRC enquiries, compliance checks and correspondence.
• Working closely with Principals and teams across the firm on ad-hoc advisory projects to deliver effective and practical solutions for clients.

Skills & Experience

• CTA qualified or equivalent, with at least 2 years post-qualification experience.
• Proven experience gained within a personal tax-focused practice, managing a varied client portfolio.
• Strong technical capability, with responsibility for personal tax compliance and the ability to identify and deliver effective tax planning opportunities.
• An excellent team player with strong interpersonal skills, including the confidence and capability to support, mentor and review the work of junior team members.
• Well-organised and able to manage a portfolio of clients independently, taking ownership of deadlines and client relationships.
• Good IT skills, with knowledge of Digita tax software advantageous.
• Up-to-date personal tax knowledge, supported by recent training and hands-on experience.
• Clear and professional communicator, able to build effective relationships with both clients and colleagues at all levels.

Benefits

• Salary will be dependent on experience
• Annual Christmas bonus equivalent to one week s salary
• Salary Sacrifice Pension Scheme, with auto-enrolment subject to eligibility (Employer contribution: 5%; Employee contribution: 3%).
• Private Medical Insurance following completion of three months service (taxable benefit).
• Death in Service cover at four times annual salary.
• Group Income Protection Scheme (non-contributory) following completion of three months service.
• 25 days annual leave per annum (pro rata), with three days typically taken over the Christmas/New Year period.

If you are an experienced Personal Tax professional looking to take the next step in your career with a highly regarded firm, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.