Personal Tax Manager

Personal Tax Manager

Up to £65,000 Watford Hybrid (Flexible Office/Home) CTA Qualified

The Opportunity

A growing accountancy firm in Watford is recruiting a Personal Tax Manager to join their expanding tax team. This is an excellent opportunity to work on complex personal tax clients, lead advisory projects, and play a key role in the firm's growth.

Why This Personal Tax Manager Role Stands Out

• Complex, interesting clients - personal, partnership, and trust tax work
• Advisory-focused - identify tax planning opportunities and implement solutions
• Genuine growth firm - be part of the expansion story
• Flexible working - hybrid arrangement with office/home combination
• Strong benefits - private medical, Christmas bonus, death in service, income protection
• Collaborative culture - work closely with Tax Principals and multiple teams
• Watford location - accessible with good transport links

The Personal Tax Manager Role

Work closely with Tax Principals and the team to deliver excellent client service while helping to grow the firm. You'll manage complex personal tax clients, review junior work, and provide advisory solutions.

Key Responsibilities:

Client Management & Advisory

• Liaise with and meet clients to understand and satisfy their requirements
• Prepare personal, partnership, and trust tax returns for complex clients
• Identify tax planning opportunities and advise clients on implementation
• Assist with and manage HMRC enquiries and compliance checks

Technical & Team Leadership

• Review personal tax returns and technical work prepared by junior team members
• Work with multiple teams and Principals on ad-hoc advisory projects
• Deliver tax solutions across the firm
• Help create an excellent team environment

Business Development

• Support the firm's growth objectives
• Build strong client relationships
• Identify opportunities to expand services

What You'll Need

• CTA qualified (or equivalent)
• 2+ years PQE in personal tax
• Practice experience essential
• Excellent team player with strong interpersonal skills
• Ability to manage junior team members effectively
• Experience managing a portfolio of clients independently
• Strong tax planning and advisory skills
• Good IT skills, ideally with Digita tax software experience
• Up-to-date technical tax knowledge (evidenced by recent training)
• Strong communication skills with clients and colleagues
• Right to work in the UK required

What's On Offer:

Salary & Remuneration

• Up to £65,000 depending on experience
• Annual Christmas bonus equivalent to 1 week's salary

Benefits Package

• Private Medical Insurance (after 3 months service - taxable benefit)
• Salary Sacrifice Pension Scheme (Employer 5%, Employee 3%) - auto-enrolled
• Death in Service cover (4x salary)
• Group Income Protection Scheme (non-contributory, after 3 months)
• 25 days annual leave (3 days normally taken at Christmas/New Year)

Working Arrangements

• Full-time, Monday to Friday
• Flexible time policy
• Hybrid working - combination of office and home working
• Watford office base

The Ideal Personal Tax Manager Candidate

You're a CTA-qualified personal tax professional with 2+ years PQE who's ready to take on complex clients and play a key role in a growing firm. You're technically strong, enjoy advisory work, and can confidently manage both client relationships and junior team members.

You're looking for a firm where you can make a genuine impact, work on interesting cases, and be part of the growth story. You value flexibility, strong benefits, and a collaborative team environment.

Apply Now

This Personal Tax Manager role offers the opportunity to work on complex personal tax cases, lead advisory projects, and contribute to a growing firm with excellent benefits and genuine flexibility.

Ready to join a growing tax team in Watford?

Contact Kate Green:

Apply today for a confidential conversation about this Personal Tax Manager opportunity.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.