Personal Tax Manager

About the role

We are recruiting on behalf of an established Manchester accountancy practice for a Personal Tax Manager. The position is primarily compliance‑focused, managing a varied portfolio of private clients, with genuine opportunities to develop advisory experience alongside partners and senior tax colleagues.

Key responsibilities

• Manage a portfolio of private clients including business owners, company directors, high‑net‑worth individuals, partnerships, families and trusts.
• Review Self Assessment tax returns and ensure all compliance work is completed accurately and within statutory deadlines.
• Oversee the annual personal tax compliance cycle and monitor workflow across the portfolio.
• Act as the main point of contact for clients, building strong, long‑term professional relationships.
• Respond to client queries and provide clear, practical advice on personal tax matters.
• Identify advisory opportunities arising from compliance work and progress them with partners and senior tax colleagues.
• Support personal tax advisory projects such as Capital Gains Tax, Inheritance Tax, trusts, remuneration and succession planning.
• Manage HMRC correspondence, enquiries and information requests on behalf of clients.
• Review the work of junior team members, providing constructive feedback, coaching and technical support.
• Delegate work effectively, monitor deadlines, recoverability and billing, and keep up to date with changes in UK tax legislation.

Required profile

• Proven experience managing a portfolio of private clients, including high‑net‑worth individuals and trusts.
• Demonstrated ability to review Self Assessment returns and meet statutory compliance deadlines.
• Experience acting as a primary client contact and delivering practical tax advice.
• Track record of identifying and developing advisory opportunities from compliance work.
• Experience supervising or reviewing the work of junior tax staff.

Required skills

• Capital Gains Tax knowledge
• Inheritance Tax knowledge
• Trusts and succession planning expertise
• Self Assessment tax return preparation
• HMRC correspondence handling