Personal Tax Manager - 2.00pm Finish on Friday!

Our client are a modern, forward-thinking Accountancy Practice that prioritises work-life balance and efficient, modern ways of working.

They value our people and foster a supportive environment where every team member has a direct voice in shaping processes and delivering exceptional client service.

They leverage modern tax technology to handle routine tasks, allowing their specialists to focus on high-value client advisory.

Best of all? Your weekend starts early here—every Friday finishes at 2:00 PM

As Personal Tax Manager, you will take full ownership of a key client portfolio and lead our personal tax operations. This is a senior, client-facing position with real autonomy to guide department workflows, mentor staff, and act as a primary technical lead.

Key Responsibilities

• Client Advisory & Portfolio Management: Oversee a diverse portfolio including high-net-worth individuals, company directors, landlords, and sector specialists. Deliver proactive tax planning across Income Tax, CGT, IHT, remuneration, residency, and pensions.

• Review & Compliance Oversight: Manage complex self-assessment returns, review files prepared by junior staff, and ensure full accuracy and compliance across peak filing deadlines.

• Digital Transformation & MTD: Lead the transition for Making Tax Digital (MTD) for Income Tax, helping clients adopt digital record-keeping tools.

• Process Improvement & Leadership: Mentor junior team members, optimise internal tax workflows, and explore opportunities for automation.

• HMRC Representation: Handle technical queries, disclosures, inquiries, and representations directly with tax authorities.

• Experience: 5+ years of personal tax experience within a practice setting, including portfolio management and reviewing junior work.

• Technical Skills: Familiarity with modern tax software and cloud accounting systems, with a genuine interest in process improvement.

• Communication: Outstanding interpersonal skills with the ability to explain complex tax matters clearly to clients.

Requirements:

• Qualifications: ATT, CTA, ACA, or ACCA qualified with a strong specialisation in personal tax.

• Salary: £40,000 – £50,000 (dependent on experience) + Performance Bonuses.

• Work-Life Balance: 2:00 PM Friday finish, flexible working options, and structured peak-season management.

• Career Growth: Full autonomy over your role, professional study support, pension scheme, and continuous professional development.