Personal Tax Manager

Exeter, Devon
Generous salary range
11 Oct 2021
11 Oct 2022
Contract Type




To manage a portfolio of personal tax clients, provide tax consultancy advice and oversee the tax compliance requirements of the department 


Tax Compliance scope  • Being responsible for a portfolio of tax cases, including self-employed, HNWIs, trusts and directors and their self-assessment tax returns and computations. • Liaising with your clients to get to know their requirements and providing advice, to build and retain commercial relationships. • Preparing 30-day capital gains tax returns, P11D forms and ATED returns. • Overseeing the tax compliance requirements of the department, liaising with staff, developing their knowledge and reviewing compliance work. • Promoting the tax department by taking potential new enquiry calls and meetings and converting them into clients. • Compiling of reports and proposals to improve internal and external processes for the personal tax department.

Tax Consultancy scope  • Providing tax consultancy advice covering income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. • Working alongside the personal tax partner, personal tax director to identify commercial opportunities and assist with tax planning. • Understanding the requirements and tax legislation to assist new clients through complex processes such as worldwide disclosures. • Cultivating a network of professional contacts such as solicitors, surveyors and stockbrokers for mutual referrals of work.

About you • Previous experience in a tax compliance role at a Senior or Manager Level • CTA qualified (or equivalent) or qualified by experience • Excellent up to date technical knowledge • Be fully aware and conversant with compliance standards imposed by the various regulatory authorities for tax and audit • Commercially astute, with keen analytical and problem-solving mind • Organised and able to plan time efficiently to meet deadlines • Ability to work independently, or as part of a team • Strong interpersonal skills and ability to build rapport quickly with clients • Professional and discreet in demonstrating client care • Proficient in MS Office 2010 (i.e.. Excel, Word, Outlook)

Generous salary and benefits 


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