Personal Tax Manager

Job Description Personal Tax Manager

Salary: (dependent on experience and qualifications)

Location:

Stockport Area (Hybrid)

Are you an experienced Personal Tax professional ready to take the next step in your career with a prestigious Top 50 chartered accountancy firm Our client is seeking a skilled Personal Tax Manager to join their thriving Stockport team. This is your chance to leverage your extensive UK practice experience managing a high-quality client portfolio whilst enjoying genuine work-life balance through flexible hybrid working and exceptional career development opportunities.

As a Personal Tax Manager you’ll take ownership of a substantial portfolio of personal tax clients providing expert technical advice and strategic tax planning whilst building strong lasting client relationships. You’ll work closely with Partners leading the delivery of exceptional service to high-net-worth individuals business owners landlords and other complex personal tax clients.

• Manage and develop your own substantial portfolio of personal tax clients acting as their trusted advisor
• Prepare and review complex self-assessment tax returns tax computations and advisory work
• Proactively identify client needs and opportunities to add value beyond compliance
• Handle sophisticated tax affairs including multiple income streams capital gains and inheritance tax planning

• Deliver proactive strategic tax planning advice to optimise clients tax positions
• Lead clients through complex tax matters including HMRC enquiries disclosures and investigations
• Provide expert guidance on Making Tax Digital compliance and implementation
• Advise on sophisticated personal tax issues including trusts estates and succession planning
• Stay current with legislative changes and communicate implications to clients

• Supervise coach and develop junior and semi-senior team members
• Conduct performance reviews and provide constructive feedback
• Lead by example in technical excellence and client service standards
• Contribute to recruitment and training initiatives

• Actively identify and pursue new business opportunities
• Build and maintain strong relationships with referral sources
• Represent the firm at networking events and within the business community
• Contribute to the firm’s thought leadership and marketing initiatives

• Ensure efficient workflow management and adherence to deadlines across your portfolio
• Maintain high standards of quality control and file management
• Support Partners with practice development and strategic initiatives

• Minimum 5 years UK practice experience within a chartered accountancy firm
• ATT qualified ACCA / ACA qualified CTA qualified or QBE with substantial relevant experience
• Proven track record managing complex personal tax portfolios independently
• Demonstrable experience supervising and developing junior team members

• Expert knowledge of personal taxation legislation and current developments
• Extensive experience with complex self-assessment returns including multiple income sources capital gains and inheritance tax
• Strong understanding of tax planning strategies for high-net-worth individuals and business owners
• Experience handling HMRC enquiries disclosures and investigations
• Familiarity with IRIS Practice Suite or CCH software (desirable but not essential)
• Knowledge of trusts estates and succession planning (desirable)

• Exceptional communication skills confident building relationships with high-net-worth clients and senior stakeholders
• Strong commercial awareness and business development mindset
• Excellent time management with ability to prioritise competing demands effectively
• Natural leader and mentor able to inspire and develop team members
• Proactive problem‑solver with a solutions‑focused approach
• Confident working autonomously whilst knowing when to elevate
• Comfortable managing client expectations in high‑pressure situations
• Professional credible presence with Partners…