Join our sizeable, acquisitive professional services group client with a strong reputation in financial planning and wealth management, offering multidisciplinary advice across wealth, tax and legal services.
Personal Tax Manager
Leeds
About the role
As a Tax Manager, you will be responsible for delivering high-quality personal tax compliance services to a portfolio of HNWI clients. This is a predominantly compliance-focused role, involving the review and management of personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members through technical guidance and review. While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards.
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.
Whilst we welcome applications from all backgrounds, sadly we are unable to accept those who require sponsorship as part of their application.
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