Personal Tax Manager

Location: Hybrid / Maidenhead, UK
job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Negotiable salary

Job Title:
Tax Manager

Hours:
Full time Mon-Fri 9am-5.30pm (37.5 hours per week)

Affinia is the UK’s largest purpose-led, purpose-built Accountancy firm, focused on building stronger, more valuable relationships. With over 1600 colleagues across the East, Southeast, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities.

We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines - Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery. Our team also offer in-depth sector expertise across a number of sectors, ensuring our clients receive the best short to medium and long-term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations.

Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us

This role will be based at the Wilson Partners office, in Maidenhead, who are part the Affinia group.

Purpose of the role:

This is an exciting opportunity to join our growing Tax team, working with a diverse portfolio of individuals, families, trustees and executors. You’ll manage a varied mix of compliance and advisory work across personal tax, inheritance tax, trusts and estates, while building long-term relationships with clients and providing practical, high-quality advice.

This is a client-facing role that requires excellent communication skills, strong technical expertise and the confidence to guide clients through complex tax matters. You’ll work closely with Directors and colleagues across the wider firm, supporting compliance, advisory projects and contributing to the continued growth of the Tax team.

Accountabilities:

The Tax Manager role will collaborate closely with other Managers and Directors across the Group, responsibilities will include:

Manage a portfolio of personal tax clients, delivering both compliance and advisory services.

• Manage a portfolio of personal tax clients, delivering both compliance and advisory services.
• Review and oversee personal tax compliance work, ensuring deadlines are met and work is completed to a high standard.
• Support Directors with technical advisory work and the preparation of client advice.
• Liaise with HMRC and other professional advisers on behalf of clients.
• Build and maintain strong client relationships through regular communication and meetings.
• Manage workflow, work in progress (WIP) and billing across your client portfolio.
• Identify tax planning opportunities and introduce clients to other specialist services across the firm where appropriate.
• Support business development activities where appropriate
• Collaborate with colleagues across the business to deliver an outstanding client experience.
• Maintain up-to-date technical knowledge through continuing professional development.

Skills/Qualifications

• Strong technical knowledge of personal tax, including inheritance tax, trusts and estates.
• Ability to manage multiple client relationships and competing priorities effectively.
• Excellent communication and interpersonal skills, with the ability to explain complex tax matters clearly.
• Strong organisational and time management skills.
• High attention to detail and commitment to delivering quality work.
• Ability to identify tax planning opportunities and provide…