Are you an experienced Personal Tax professional looking for a role where you can take ownership of a diverse client portfolio while working in a supportive and growing firm?

Do you enjoy managing high-net-worth individuals, handling complex tax matters, and providing expert advisory services?

A well-established accountancy practice in Stratford-upon-Avon is looking for a Personal Tax Manager to join their team.

This is a fantastic opportunity for a CTA-qualified or experienced tax specialist who enjoys working with private clients, trusts, estates, and high-net-worth individuals (HNWIs). You’ll be responsible for personal tax compliance (80-85%), while also offering specialist advisory services, particularly around residency, domicile, and capital gains tax (CGT).

Interested?

Apply now for this Personal Tax Manager job in Stratford-upon-Avon!

• Managing a portfolio of private clients, including business owners, HNWIs, trusts, and estates
• Leading the preparation and review of personal tax returns, ensuring compliance with HMRC regulations
• Providing expert advisory services, including tax planning for residency and domicile, CGT, inheritance tax (IHT), and succession planning
• Liaising directly with clients and acting as their trusted tax advisor
• Managing HMRC enquiries and handling complex personal tax matters
• Identifying opportunities for tax planning, ensuring clients receive proactive and effective tax advice
• Supervising and mentoring junior tax staff, helping them develop their technical skills
• Keeping up to date with personal tax legislation, ensuring clients receive timely and informed advice

This firm is known for its client-focused approach and commitment to professional development. With a strong presence across the Midlands and beyond, they provide expert accounting, tax, and advisory services to a broad range of clients, from owner-managed businesses to high-net-worth individuals.

They invest in their people, offering a collaborative working environment, career progression opportunities, and a strong focus on work-life balance.

• CTA qualified or equivalent experience
• Strong experience in corporate and personal tax compliance
• A background in tax advisory, particularly in areas such as CGT, IHT, and residency
• Experience managing a client portfolio, acting as the main point of contact
• Excellent communication and relationship management skills, with a proactive approach
• Strong technical tax knowledge, with the ability to explain complex matters to clients
• Experience mentoring and training junior team members
• A commercial mindset, with the ability to identify opportunities for additional services

• £50,000 to £70,000 per annum
• Permanent, full-time role
• Hybrid / flexible working
• Generous annual leave
• Employee Assistance Programme
• Contributory pension scheme
• Ongoing progression
• Modern office
• Plus more

Public Practice Recruitment Ltd recruits high-calibre accounting professionals at all levels for tax, accounts, and auditor jobs on both a permanent and temporary basis for accountancy firms.

Specialising solely in accountancy recruitment,Public Practice Recruitment Ltd regularly has new accountancy jobs in Stratford-upon-Avon and has a superb track record of meeting and exceeding expectations for accountants looking for their next accounting role.