Personal Tax Compliance Manager

Overview

In this role you will manage a substantial personal tax portfolio and ensure high-quality compliance and advisory service. You will lead client relationships, oversee Making Tax Digital delivery, and support the growth of the tax team. The position offers hybrid working and a collaborative culture focused on development. You will work across a varied client base, shaping tax planning and delivering value in a trusted advisory capacity.

Pay / Benefits

• Competitive salary and benefits package
• Flexible and hybrid working arrangements
• Supportive and collaborative working environment
• Clear opportunities for career progression
• Exposure to a varied client portfolio
• Focus on work-life balance and wellbeing

Responsibilities

• Manage a portfolio of ~350 personal tax clients, including self-assessment compliance
• Oversee and support Making Tax Digital (MTD) requirements
• Serve as primary client contact and build long-term relationships
• Provide ad hoc personal tax guidance and support
• Review tax returns and meet compliance deadlines
• Identify opportunities to add value through broader tax planning
• Support junior team members and contribute to tax department growth

Key requirements

• Experience managing personal tax compliance portfolios within an accountancy practice
• Strong knowledge of self-assessment and personal tax compliance
• Experience of client relationship management
• Excellent communication and organisational skills
• ATT, CTA or ACA/ACCA qualifications (or qualified by experience) would be advantageous
• Proactive and client-focused approach

• Strong client relationship management
• Excellent communication
• Organisational skills
• Self-assessment and personal tax compliance
• Knowledge of Making Tax Digital (MTD) requirements
• Advisory and compliance delivery

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