Personal Tax Manager

Location: Lancaster
Position Type: Full-time

About the Role

Our client is seeking an experienced Personal Tax Manager to join their established and expanding accounting firm in Lancaster. This role offers an excellent opportunity to take ownership of a diverse portfolio of personal tax clients while contributing to the strategic development of tax services.

Key Responsibilities

Manage and oversee a portfolio of personal tax clients, ensuring compliance with HMRC regulations and deadlines
Prepare and review Self Assessment tax returns for individuals, partnerships, and trusts
Provide expert tax planning advice to clients, identifying opportunities for tax efficiency and relief claims
Handle complex tax matters including capital gains tax, inheritance tax planning, and non-domicile issues
Build and maintain strong client relationships, serving as the primary point of contact for tax queries
Supervise and mentor junior team members, reviewing their work and supporting their professional development
Liaise with HMRC on behalf of clients, managing enquiries and investigations
Stay current with tax legislation changes and communicate implications to clients and the team
Contribute to practice development through client referrals and business development activities

Essential Requirements

Minimum ATT qualified; CTA or equivalent experience is desirable
Minimum 5 years' experience in personal tax within an accountancy practice
Strong technical knowledge of UK personal taxation
Excellent client relationship management skills
Strong attention to detail and ability to manage multiple priorities
Proficiency with tax software and Microsoft Office applications
Excellent written and verbal communication skills

Desirable Skills

Experience with high-net-worth individuals and complex tax affairs
Knowledge of international tax matters
Practice management or supervisory experience

What We Offer

Competitive salary commensurate with experience
Study support for professional qualifications
Flexible working arrangements
Generous holiday allowance
Pension scheme
Professional development opportunities
Supportive team environment