Personal Tax Manager

Personal Tax Manager

Location: Lancaster
Position Type: Full-time

Our client is seeking an experienced Personal Tax Manager to join their established and expanding accounting firm in Lancaster. This role offers an excellent opportunity to take ownership of a diverse portfolio of personal tax clients while contributing to the strategic development of tax services.

• Manage and oversee a portfolio of personal tax clients, ensuring compliance with HMRC regulations and deadlines
• Prepare and review Self Assessment tax returns for individuals, partnerships, and trusts
• Provide expert tax planning advice to clients, identifying opportunities for tax efficiency and relief claims
• Handle complex tax matters including capital gains tax, inheritance tax planning, and non‑domicile issues
• Build and maintain strong client relationships, serving as the primary point of contact for tax queries
• Supervise and mentor junior team members, reviewing their work and supporting their professional development
• Liaise with HMRC on behalf of clients, managing enquiries and investigations
• Stay current with tax legislation changes and communicate implications to clients and the team
• Contribute to practice development through client referrals and business development activities

• Minimum ATT qualified; CTA or equivalent experience is desirable
• Minimum 5 years' experience in personal tax within an accountancy practice
• Strong technical knowledge of UK personal taxation
• Excellent client relationship management skills
• Strong attention to detail and ability to manage multiple priorities
• Proficiency with tax software and Microsoft Office applications
• Excellent written and verbal communication skills

• Experience with high‑net‑worth individuals and complex tax affairs
• Knowledge of international tax matters
• Practice management or supervisory experience

• Competitive salary commensurate with experience
• Study support for professional qualifications
• Flexible working arrangements
• Generous holiday allowance
• Pension scheme
• Professional development opportunities
• Supportive team environment