Evolving from a family run accountancy practice in a Blackburn (established 1982), to a nationwide advisory business with over 200 employees, across 12 offices, our trading divisions comprise Audit, Accounts, Tax & Advisory with multiple service lines within each division. We leverage our relationship-driven client approach to generate significant cross-sell opportunities. Complementary to our organic growth is an impressive M&A strategy, with eight acquisitions completed since 2021 and further strategic acquisitions planned in 2025.
At AMS we never offer a one size fits all approach. We know, in today’s economic environment, businesses require bespoke support, and we provide end-to-end services from start-up to exit strategies. Our mantra is “Good advisers help your business. Great ones transform it”. This is the foundation upon which we have built our business.
We know great people make a great business. Our award-winning culture drives our success. In 2024, we were named the 7th Best Accountancy Firm to Work for in the UK and featured in the Top 100 Companies to Work For. We’re proud to be recognised as Best Employer in Tax (Tolley’s Taxation Awards 2025) and Employer of the Year (GM Chamber of Commerce Awards 2024), reflecting our commitment to people, culture, and a workplace where talent thrives.
Role Overview
As a Personal Tax Manager/Senior Manager, you will oversee a varied portfolio of clients, delivering high‑quality personal tax compliance and advisory services. The role focuses exclusively on tax, covering a broad range of complex planning matters.
The position is primarily based across two of our offices in Stockport and Droylsden, as required. (Hybrid)
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Portfolio management - Manage a personal tax portfolio of c.300–350 clients, delivering high‑quality compliance and advisory work.
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Client engagement - Meet regularly with clients, provide clear guidance, and build strong, long‑term relationships.
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Tax return oversight - Prepare and review personal tax returns, ensuring accuracy, timely filing and full HMRC compliance.
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Tax planning - Provide proactive planning advice across residence/domicile, CGT, IHT, trusts and income tax.
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Efficiency opportunities - Identify ways to enhance client tax efficiency and communicate recommendations clearly.
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Primary client contact - Act as the main point of contact, managing queries, resolving issues and maintaining service excellence.
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Team leadership - Supervise and support junior team members, reviewing work and contributing to their development.
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Collaboration & growth - Work with the director on complex advisory projects and contribute to department growth.
Experience & Skills Required
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Personal tax expertise — Extensive experience managing a large and varied portfolio (c.300–350 clients) with strong technical knowledge across income tax, CGT, IHT, residence/domicile and general planning.
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Client-facing confidence — Comfortable meeting clients, discussing their affairs and delivering clear, practical advice.
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Tax return preparation — Skilled in preparing and reviewing personal tax returns, including complex cases.
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Legislation interpretation — Able to interpret complex legislation and communicate advice to both technical and non‑technical audiences.
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Team support — Experience supervising or mentoring junior team members.
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Autonomous working — Strong organisational skills with the ability to work independently and manage time effectively.
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Relationship building — Excellent communication skills with the ability to build trust and maintain long‑term client relationships.
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Professional qualifications
Company Benefits
* 25 Days Holiday
* Birthday Off
* Enhanced Parental Pay
* Health cash plan
* Discretionary annual bonus
* Company Sick Pay
* Company pension scheme
* Perkbox subscription
* 1 x paid membership / subscription
* Cycle to work scheme
* Employee Assistance Programme
AMS Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
Salary description
£60000.00 - £70000.00 per year