Insite US
Tax Manager - Personal Tax
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Personal Tax Manager
Location: Bedforshire
Working pattern: Hybrid
A well-established and growing accountancy practice is looking to add an experienced Personal Tax Manager to its team.
This is a client-facing role working with a broad portfolio of HNW individuals, business owners, trusts and estates, with a good mix of compliance and advisory work.
The role
You'll take ownership of your own portfolio while working closely with senior members of the team on more complex tax matters.
Your responsibilities will include:
- Managing a varied portfolio of private clients, including HNW individuals, directors, business owners, trusts and estates
- Overseeing personal, trust and estate tax compliance
- Reviewing tax returns and supporting the delivery of work to a high standard
- Advising clients across areas including CGT, IHT, income tax and trusts
- Identifying tax planning and advisory opportunities
- Acting as a trusted point of contact for clients and other professional advisers
- Managing HMRC correspondence, enquiries and disclosures where required
- Supporting more senior colleagues with trust, estate and succession planning work
- Reviewing work and providing guidance to more junior members of the team
- Helping with workflow planning and the development of the wider team
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.
What they're looking for
The ideal candidate will have:
- ACA, ACCA or CTA qualification
- Strong UK practice experience within personal tax
- Proven experience managing a portfolio of private clients
- Good technical knowledge across personal tax, trusts and estates
- Experience working with HNW individuals and/or business owners
- Previous experience reviewing or supervising junior staff
- Strong communication and client management skills
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Why consider it?
This is a good opportunity for someone looking to take greater ownership of their clients while continuing to develop their advisory and technical experience.
You'll have exposure to complex private client work, a supportive team structure and the opportunity to progress your career within a growing practice.
Interested? Get in touch for more information or a confidential conversation.
“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