Personal Tax Manager - Farnham

Ref: 1279 Date Posted: Monday 10 Jun 2024

We are excited to partner with a well-established medium-sized UK accountancy practice located in the picturesque town of Farnham. Known for their dedication to client satisfaction and professional growth, our client is seeking an experienced Personal Tax Manager to join their accomplished team. This is a fantastic opportunity to lead and manage the personal tax department while contributing to the ongoing success of the practice.

Role Overview: As a Personal Tax Manager, you will take on a pivotal role in leading and managing the personal tax department, overseeing the preparation and submission of personal tax returns, providing expert guidance, and ensuring top-tier service delivery. This position offers a unique opportunity to contribute to the growth of the practice and showcase your personal tax expertise.

Key Responsibilities:

  • Lead and manage the personal tax department, including mentoring and developing junior staff.
  • Oversee the preparation and submission of personal tax returns for a diverse client base.
  • Provide expert guidance on tax planning, compliance, and personal tax matters.
  • Stay informed about changes in tax legislation and regulations, communicating their impact to clients.
  • Build and nurture strong client relationships, understanding their financial needs and goals.
  • Assist clients with tax planning strategies to minimize liabilities and optimize financial outcomes.
  • Collaborate effectively with other teams to ensure seamless service delivery.
  • Identify opportunities for business development and expansion of personal tax services.
  • Maintain accurate and organized client records and documentation.

Qualifications and Skills:

  • ATT, CTA, or equivalent qualification.
  • Substantial experience (X+ years) in personal tax within an accountancy practice.
  • Strong knowledge of UK tax legislation and regulations.
  • Excellent communication and interpersonal skills for effective client interactions.
  • Leadership qualities with the ability to guide and motivate team members.
  • Proficiency in tax software, Microsoft Office Suite, and other relevant tools.
  • Analytical mindset with attention to detail and a commitment to delivering quality work.
  • Proactive approach to problem-solving and a passion for continuous improvement.


  • Competitive salary and opportunities for career progression.
  • Comprehensive benefits package, including healthcare and professional development support.
  • Collaborative and inclusive work environment that values innovation and growth.
  • Exposure to diverse clients and industries, enhancing your skill set.
  • Convenient location in Farnham with accessible transport links.