Tax Manager

About the role

As a Tax Manager, your main responsibility will be overseeing relationships with HNWI clients from a tax perspective, reviewing the work of more junior members of the team, working on your own allocation of complex work and assisting with advisory projects.

Key responsibilities include:

• Ensure personal tax compliance obligations are met in line with statutory deadlines, managing priorities effectively across your portfolio.
• Deliver high-quality personal tax compliance services for a portfolio of clients, including reviewing work and maintaining accuracy.
• Build and maintain strong client relationships.
• Liaise with HMRC on behalf of clients, ensuring their tax affairs remain up to date and dealing with enquiries where appropriate.
• Keep abreast of legislative and technical developments, sharing relevant updates with clients and colleagues.
• Identify opportunities to provide additional services, including legal and financial advisory support, and assist with problem-solving where required.
• Support senior management with ad hoc advisory projects and client queries.
• Assist in overseeing the workload of junior team members, providing regular feedback and highlighting development needs.
• Support the technical and professional development of junior colleagues through coaching and guidance.
• Review work to a high standard, identifying technical issues and potential risks or opportunities that may not be immediately apparent.
• Seek opportunities to generate additional advisory work from existing clients.
• Contribute positively to the team, acting as a supportive and motivational presence.
• Use technical resources and reference materials to support decisions and enhance team knowledge.
• Monitor time and profitability across your client portfolio, ensuring timely invoicing and strong recovery rates against chargeable time.

What success looks like

• Tax returns are completed to a high quality and efficiently with deadlines being met.
• Supporting the development of junior team members from a quality and technical perspective.
• Successful liaison with other service lines within the business, particularly the Wealth team.

Our ideal person

• CTA qualified (or part-qualified) and ATT qualified, with at least 5 years’ experience in personal tax.
• Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns.
• Experience managing a portfolio of clients and building long-term trusted relationships.
• Up-to-date understanding of tax legislation, Budget changes and compliance requirements.
• Highly organised, with the ability to manage multiple priorities and meet deadlines.
• Strong communication skills, with the ability to explain technical matters clearly and support junior team members.
• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.