Personal Tax Manager
CV-LibraryGuildford, SurreypermanentPosted: 14 October 2026
Apply NowDuties & Responsibilities
* Managing a portfolio of personal tax, confidently delivering tax compliance and independently handling tax issues.
* Providing expert advisory services on all tax matters including inheritance tax, estate planning and capital gains tax.
* Process P11D forms, employment related securities (ERS), and ATED returns.
* Reviewing compliance work and tax computations of team members.
* Leading a team of tax experts, training and developing trainees and ensuring workloads and timelines are managed.
* Manage your own and team's projects and responsible for your budget.
* Liaising with Senior Managers and partners about client queries and updates.
* Maintaining professional relationships with clients and HMRC.
* Involved in business development and networking with new and current clients.
Requirements
* Must be ATT qualified/ideally CTA qualified with circa 4-5 years working in tax.
* Personal tax and compliance experience is essential.
* Advisory experience is desirable.
* You will have an excellent understanding of up-to-date UK legislation.
* Excellent verbal and written communication skills is essential to liaise and be the first point of contact with clients, HMRC and staff.
* Strong technical skills and proficiency in tax & accountancy software (ideally exposure to IRIS).
* Experience managing and developing a tax team, running training sessions, ensuring workloads are balanced and deadlines are met
* Managing a portfolio of personal tax, confidently delivering tax compliance and independently handling tax issues.
* Providing expert advisory services on all tax matters including inheritance tax, estate planning and capital gains tax.
* Process P11D forms, employment related securities (ERS), and ATED returns.
* Reviewing compliance work and tax computations of team members.
* Leading a team of tax experts, training and developing trainees and ensuring workloads and timelines are managed.
* Manage your own and team's projects and responsible for your budget.
* Liaising with Senior Managers and partners about client queries and updates.
* Maintaining professional relationships with clients and HMRC.
* Involved in business development and networking with new and current clients.
Requirements
* Must be ATT qualified/ideally CTA qualified with circa 4-5 years working in tax.
* Personal tax and compliance experience is essential.
* Advisory experience is desirable.
* You will have an excellent understanding of up-to-date UK legislation.
* Excellent verbal and written communication skills is essential to liaise and be the first point of contact with clients, HMRC and staff.
* Strong technical skills and proficiency in tax & accountancy software (ideally exposure to IRIS).
* Experience managing and developing a tax team, running training sessions, ensuring workloads are balanced and deadlines are met