Gleeson Recruitment Group
Personal Tax Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Personal Tax Manager - Berkshire - £55,000 to £70,000 per annum
My client is an established Accountancy Practice of over 40 years servicing clients across the Thames Valley. They are looking for an experienced Personal Tax specialist to join their team and manage a personal client portfolio that includes Ltd Company Directors, Self Employed individuals, and High-Net-Worth individuals with all of their tax needs.
This role is a Manager vacancy but the client is happy to either take on an experienced Tax Manager or an Assistant Manager looking to step into a Manager role. This position currently doesn't manage a team, but will be responsible for managing a full client portfolio.
Duties:
- Manage a portfolio of personal clients
- Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation
- Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
- Support the Tax Director on advisory projects, including tax planning and structuring.
- Act as a main point of contact for clients, building strong and lasting relationships.
- Be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner.
- Review work prepared by junior staff and provide guidance and mentoring.
- Liaise with HMRC on behalf of clients.
- Ensure deadlines are met and workflows are managed effectively.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements:
- Studying towards or qualified in CTA or ATT
- Minimum of 10 years Accountancy Practice experience
- Must have an in-depth knowledge of UK tax legislation
- Background experience in a tax specific post - ideally at either Assistant Manager or Manager level
On Offer for the Right Candidate:
- £55,000 to £70,000 per annum base
- Annual Discretionary bonus
- Private Healthcare
- Either Full-time post or happy to take someone on for 4 days a week (Part-Time Option)
- Clear Progression pathway to Associate Director
- With long service, opportunity to work your way up to an equity partner
Get help with your application
Your very own career expert that helps elevate your application to the next level.
To apply for the Personal Tax Manager position, please click on the apply now button and your CV will be sent directly to the responsible recruiter. We will respond to successful applicants within 7 days, however please feel free to get in touch if you would like any further information about your application.
Desired Skills and Experience
- Personal Tax/ Private Client Tax
- ATT or CTA Qualification
- 10 years Accountancy Practice experience
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills