Personal Tax Manager

Personal Tax Manager

Location:
Central London

Department:
Private Client Tax

Reports to:
Tax Partner / Senior Manager

About the Role

Our client is seeking an ambitious and technically skilled Personal Tax Manager to join their Central London practice. This role offers the opportunity to manage a diverse portfolio of clients, lead tax projects, and develop your career within a dynamic and growing firm in the heart of the capital.

Key Responsibilities

Client Portfolio Management

• Manage a portfolio of personal tax clients including high net worth individuals, entrepreneurs, senior executives, and property investors
• Prepare and review personal tax returns for complex tax affairs including multiple income sources
• Oversee capital gains tax computations including share disposals, property transactions, and business asset disposals
• Handle inheritance tax planning and compliance matters
• Manage trust and estate tax returns where required
• Ensure all tax filings are completed accurately and meet HMRC deadlines

Tax Planning & Advisory

• Provide proactive tax planning advice to clients throughout the year
• Advise on tax-efficient structuring of income, investments, and remuneration
• Support clients with incorporation planning and business restructuring
• Deliver tax advisory projects including share schemes, EIS/SEIS investments, and R&D claims
• Identify opportunities to optimize clients' tax positions
• Prepare technical memoranda and advice notes for clients

HMRC Management

• Handle all HMRC correspondence, queries, and compliance matters on behalf of clients
• Manage tax enquiries and aspect investigations
• Prepare and submit voluntary disclosures including Let Property Campaign and other campaigns
• Negotiate settlements and time to pay arrangements where necessary
• Stay informed of HMRC practice and changes in approach

Team Supervision & Development

• Supervise and mentor Tax Semi-Seniors and Tax Assistants
• Review and approve tax computations and returns prepared by junior staff
• Provide technical guidance and support to team members
• Conduct performance reviews and identify training needs
• Delegate work effectively and manage team workflow
• Support the recruitment and onboarding of new team members

Practice Management

• Take responsibility for billing, fee management, and WIP control for your portfolio
• Maintain strong client relationships and act as primary point of contact
• Contribute to business development activities and client retention
• Identify cross-selling opportunities with other service lines
• Maintain accurate time recording and budget management
• Support the implementation of process improvements and efficiency initiatives

Required Skills & Experience

Essential

• Minimum 5-7 years' experience in UK personal taxation
• ATT or CTA qualified (or part-qualified CTA with substantial experience)
• Strong technical knowledge across income tax, capital gains tax, and IHT
• Experience managing a varied client portfolio independently
• Proven ability to handle complex personal tax matters
• Experience supervising and developing junior staff
• Excellent written and verbal communication skills
• Strong organizational skills and ability to manage competing priorities
• Proficiency in tax software (CCH, TaxCalc, IRIS, or similar)

Desirable

• ACA/ACCA qualification or exemptions
• Experience with non-domiciled individuals and international tax matters
• Knowledge of employment-related securities and share schemes
• Exposure to trust and estate taxation
• Experience with corporate tax and owner-managed businesses
• Understanding of partnership taxation
• Previous involvement in practice development or business development activities

Personal Attributes

• Confident and professional with strong client-facing skills
• Detail-oriented with excellent technical accuracy
• Proactive and able to work with minimal supervision
• Strong problem-solving abilities and commercial awareness
• Team player who supports colleagues across the practice
• Resilient and able to manage pressure during peak periods
• Client-focused with strong relationship-building skills
• Committed to staying current with tax developments
• Ambitious with desire to progress to senior levels

What We Offer

• Competitive salary range depending on experience
• Performance-related bonus
• Hybrid working with flexibility (2-3 days in office)
• 25 days holiday plus bank holidays
• Pension scheme and life assurance
• Professional development and training opportunities
• Access to Central London amenities and excellent transport links
• Supportive and collaborative team culture