Personal Tax Manager

We are working with a growing firm in Winchester to recruit a Personal Tax Manager. This is a client-facing role with responsibility for managing your own portfolio of clients, including high-net-worth individuals, business owners, self-employed clients, and expatriates.

You will have full ownership of your portfolio, reviewing work prepared by junior colleagues and providing advisory support on complex personal tax matters. This is ideal for someone with at least five years’ experience in personal tax who is ready to step into a role with genuine responsibility and progression opportunities within a respected firm.

Job Title:       Personal Tax Manager        

Job Type:       Permanent

Location:        Winchester

Salary:              £60,000 – 75,000

Reference no: 16032 

Personal Tax Manager – Benefits

25 days annual leave

Excellent career progression opportunities

Employer pension scheme

Death in service cover

Support for any relevant training

Collaborative, close-knit team environment 

Personal Tax Manager – About The Role

As Personal Tax Manager, you will oversee your own portfolio of clients and act as the main point of contact for day-to-day queries. You’ll review tax returns prepared by junior staff, provide advisory support on complex tax matters, and work closely with senior management when needed.

The role also includes leading client calls, coaching junior colleagues, and managing billing arrangements, giving you the chance to make a real impact on the smooth running of the business while building long-term client relationships. Key responsibilities:

Managing your own portfolio of personal tax clients

Reviewing tax returns prepared by junior colleagues

Acting as primary client contact for queries and advisory support

Providing consulting advice on personal tax matters

Supporting senior management on complex tax issues

Leading client calls and maintaining strong client relationships

Coaching and developing junior staff

Managing billing arrangements for your portfolio

The successful Personal Tax Manager will have:

At least five years’ experience in personal tax within a UK practice

ATT or CTA qualifications

Strong organisational skills and ability to manage multiple deadlines

Excellent communication skills, both verbal and written

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

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