Personal Tax Manager

Personal Tax Manager Job Description Template

Our company is looking for a Personal Tax Manager to join our team.


  • You will also be enthusiastic about developing your skills and profile;
  • Providing high level technical advice to clients on a broad range of issues, focussing on income tax, capital gains and inheritance tax planning;
  • To be able to recognise and advise on planning points for clients that may arise as a result of tax return reviews or other correspondence;
  • Preparation of detailed and technical tax advisory reports for clients;
  • Specialisms in very interesting Tax investigations and fraud cases, as well as liaising with the personal tax team on a daily basis;
  • Providing innovative solutions for clients;
  • Working successfully with senior staff to ensure deadlines and client expectations are met;
  • Manage a portfolio of 100 predominately HNWI and OMB clients;
  • Through writing articles, presenting and networking;
  • Working on a variety of disclosure cases;
  • Ensuring work is completed in a timely manner and in accordance with deadlines;
  • Reporting to the partners;
  • Providing high-level tax support to partners;
  • Managing WIP, billing, and recoverability for the portfolio;
  • Review of personal, partnership, LLP, trust and corporate tax returns.


  • ATT or CTA Qualified;
  • Enthusiastic personality along with attention to detail;
  • Prepared to advise clients on issues and ‘what if’ scenarios;
  • Strong communication and interpersonal skills;
  • ATT qualified although candidate with relevant experience will be considered.