Personal Tax Manager -Up to £70,000 | Top 30 Firm | City of London | Full-Time or Part-Time (3-4 Days) | Hybrid
THE OPPORTUNITY
A leading Top 30 firm is recruiting an experienced Personal Tax Manager for their Private Client Tax team in the City. This is a rare opportunity offering genuine 50/50 advisory and compliance work, plus the flexibility to work full-time or part-time.
This isn’t just compliance. This is real advisory work with interesting clients.
WHY THIS PERSONAL TAX MANAGER ROLE STANDS OUT
*50/50 advisory and compliance split - not just churning out tax returns
*Flexible working - genuinely open to full-time or part-time (3-4 days/week)
*Quality client base - HNWIs, non-doms, trusts, partnerships, international clients
*Real advisory exposure - CGT planning, IHT, non-dom structuring, shareholder planning
*Hybrid working - 3 days office, 2 days home
*Top 30 firm resources with supportive, close-knit team culture
*Genuine progression - clear pathways with experienced leadership
*Work-life balance - firm genuinely values it, hence the part-time option
THE PERSONAL TAX MANAGER ROLE
Manage a diverse portfolio handling everything from compliance through to complex advisory work. You’ll mentor juniors, work with Partners on high-value projects, and take genuine ownership of meaningful client relationships.
WHAT YOU’LL ACTUALLY BE DOING
Advisory Work (50%)
*Lead advisory on non-dom issues, CGT, IHT, trusts, and shareholder planning
*Provide technical tax planning and consultancy on complex matters
*Identify tax-saving opportunities within your portfolio
*Support Partners on high-value advisory projects
Compliance & Client Management (50%)
*Manage compliance for HNWIs, non-doms, trusts, partnerships, international clients
*Review personal tax returns prepared by junior team members
*Act as key client contact across phone, email, and face-to-face meetings
*Oversee billing, workflow, and portfolio administration
Team Development
*Provide technical support and mentoring to junior team members
*Review and develop staff work
*Support the team’s professional growth
WHAT YOU’LL NEED
*Strong personal tax experience in both compliance and advisory
*Solid technical knowledge - non-dom, CGT, IHT, trusts, partnerships
*Client management skills - communicate complex issues clearly
*Experience reviewing junior work and supporting team development
*ATT or CTA qualified (strong QBE candidates considered)
*Independent worker - confident making decisions with minimal supervision
*CCH Personal Tax experience useful but not essential
THE IDEAL PERSONAL TAX MANAGER CANDIDATE
You thrive on variety and you’re ready for the next step. You work confidently with minimal supervision, make decisions independently, and want to develop both technical expertise and leadership skills.
You enjoy the intellectual challenge of advisory work but also appreciate the structure of managing a compliance portfolio. You’re commercially minded, detail-oriented, and motivated by making a real impact for clients.
You might want to work part-time for work-life balance, or you’re ready for a full-time step up - either way, this firm is genuinely flexible for the right person.
THE FIRM & CULTURE
This Top 30 firm has a genuinely excellent reputation for looking after its people. The culture is supportive, sociable, and collaborative with real emphasis on development and progression.
The Private Client Tax Team Close-knit group of Partners, Directors, Senior Managers, Managers, and CTA-studying Seniors handling interesting work year-round with strong team spirit.
What You’ll Enjoy
*Regular social events and team activities
*Summer and Christmas parties
*Sports and wellbeing initiatives
*Clear progression pathways
*Lively, modern City office with excellent transport links
*Work-life balance genuinely valued
WHAT’S ON OFFER
*Salary: Up to £70,000 DOE
*Working pattern: Full-time OR part-time (3-4 days/week) - genuinely flexible
*Holiday: 25 days + bank holidays
*Pension
*Hybrid working: 3 days office, 2 days home
*Real advisory exposure - 50/50 split, not just compliance
*Supportive culture with genuine progression opportunities
*City location with excellent transport links
INTERVIEW PROCESS
Two-stage process - preferably in person, virtual available if needed.
APPLY NOW If you’re an experienced personal tax professional looking for autonomy, variety, genuine advisory work, and the flexibility to shape a role around your lifestyle, this is an excellent opportunity with a Top 30 firm that genuinely invests in its people.
Ready for real advisory work with the flexibility you need?
Contact Kate Green: |
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