Personal Tax Manager

We are partnering with a growing and highly regarded firm in Winchester to appoint a Personal Tax Manager. This is a client facing position offering full responsibility for a diverse portfolio including high net worth individuals, business owners, self-employed clients, and expatriates.

This is a strong opportunity for an experienced personal tax professional who wants genuine autonomy, direct client exposure, and clear progression within a supportive and ambitious environment. You will take ownership of your portfolio, review work produced by junior staff, and play a key role in delivering high quality advisory support on complex personal tax matters.

Job Title:         Personal Tax Manager

Job Type:        Permanent

Location:        Winchester

Salary:             £60,000 – 75,000

Reference no: 16032

Personal Tax Manager– Benefits

• 25 days annual leave
• Employer pension scheme
• Death in service cover
• Support for relevant professional development and training
• Clear career progression opportunities
• Collaborative and supportive team culture

Personal Tax Manager – About The Role

 As Personal Tax Manager, you will manage your own portfolio of clients and act as their main point of contact for day to day queries and ongoing advisory needs. You will review personal tax returns prepared by junior colleagues, ensuring accuracy and compliance, while also providing guidance on more complex tax issues.

The role includes regular client interaction, leading discussions, and building long term relationships. You will also work closely with senior colleagues on more technical matters, support the development of junior staff, and take responsibility for billing and workflow management across your portfolio. Key responsibilities:

• Managing a portfolio of personal tax clients
• Reviewing personal tax returns prepared by junior team members
• Acting as the primary contact for client queries and advisory work
• Providing advice on a range of personal tax matters
• Supporting senior colleagues on complex technical issues
• Leading client meetings and maintaining strong relationships
• Coaching and developing junior staff
• Managing billing and workflow for your portfolio

 The successful Personal Tax Manager will have:

• At least five years’ experience in personal tax within UK practice
• ATT or CTA qualified
• Strong organisational skills with the ability to manage multiple deadlines
• Excellent written and verbal communication skills 

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

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