Personal Tax Manager

Overview

In this Tax Manager role in South Birmingham, you will oversee the personal tax returns process for your portfolio and provide advisory support to Partners on a range of private client matters. You’ll review returns, manage deadlines, and ensure client expectations are met while handling more complex compliance for a select group of clients. You work closely with Partners to deliver tax advisory services to business owners and high-net-worth individuals. This is a growth-focused firm with local identity, offering a supportive environment and flexible working patterns.

Pay / Benefits

• hybrid working
• flexible start/finish times
• full-time and part-time options
• supportive partners
• local firm culture
• professional development opportunities

Responsibilities

• Oversee the returns process and manage your own client portfolio
• Review tax returns and monitor filing deadlines
• Provide tax advisory support on personal tax matters (inheritance tax, trusts, CGT, etc.)
• Ensure client satisfaction and timely delivery by the team
• Collaborate with Partners on complex compliance for a select client base

Key requirements

• Good UK personal tax technical knowledge
• Significant experience in tax within an accountancy practice
• Relevant accountancy and/or tax qualifications preferred and beneficial
• Strong personal tax experience and technical knowledge emphasized

• Relationship building with business owners and HNWIs
• Strong communication with Partners and clients
• Attention to detail and deadline-driven
• UK personal tax technical knowledge
• Inheritance tax advisory
• Trusts advisory

…