Personal Tax Manager

This is an exciting opportunity for a Personal Tax Manager to join an independent accountancy firm in Winchester. The role requires expertise in tax compliance and advisory services to support a diverse client portfolio.

This firm is a well‑established, independent organisation with a focus on providing high‑quality tax services. They are known for their expertise in the field and their commitment to delivering tailored solutions to their clients, whilst providing a welcoming and supportive environment for their colleagues.

• Manage a portfolio of personal tax clients, ensuring compliance with tax regulations.
• Prepare and review personal tax returns for a diverse range of clients.
• Provide advisory services on tax planning opportunities to clients.
• Liaise with HMRC on behalf of clients, ensuring all communications are handled effectively.
• Keep up to date with changes in tax legislation and advise clients accordingly.
• Support junior team members with technical guidance and training.
• Identify opportunities to grow the client base and improve service offerings.
• Ensure all deadlines are met and maintain high standards of client service.

• Professional qualification in tax or accountancy, such as ATT, CTA, or equivalent.
• Strong technical knowledge of personal tax compliance and advisory work.
• Proven ability to manage a client portfolio effectively.
• Attention to detail and a commitment to delivering high‑quality work.
• Ability to communicate complex information clearly to clients and colleagues.
• Experience in mentoring and supporting junior team members.

• Competitive salary ranging from £45,000 to £55,000 per annum.
• Permanent position based in Winchester.
• Opportunity to work in a small‑sized professional services firm with a strong reputation.
• Company profit‑share scheme.
• 25 days of holiday plus bank holidays.
• Relaxed, friendly environment with a casual dress code.
• Free on‑site parking.
• Company pension.

If you are a skilled Personal Tax Manager looking for an opportunity in Winchester within the UK tax accountancy industry, we encourage you to apply today!