Personal Tax Client Manager

Personal Tax Client Manager – Two Partner Firm – High Wycombe

Are you a Personal Tax Manager looking for a better work-life balance and the opportunity to join a leading independent firm?

Our client is a highly respected, independent two-partner firm based in High Wycombe, known for delivering a personalised, high-quality service to a diverse and loyal client base. The firm has a strong reputation for technical excellence, client care, and offering a supportive working environment with genuine autonomy and progression.

The team is growing due to continued client wins and referrals, creating an excellent opportunity for an experienced Personal Tax professional to join a close-knit and highly regarded practice.

Personal Tax Client Manager responsibilities will include:

• Running a varied personal tax portfolio and supporting a Client Director with all aspects of client care, including compliance, billing, and quoting for new services


• Managing personal tax work including complex compliance and technical advisory within specified budget timescales


• Assisting with the training and development of junior team members, acting as a technical mentor within the tax department


• Handling diverse technical matters including Trust tax, Capital Gains Tax, and Inheritance Tax, with an optional 30% accounts split available

As a Personal Tax Client Manager you will be/have:

• CTA or ACA (or ACCA and STEP) qualified


• Over 5 years’ Personal Tax experience


• Experience working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWI's, landed estates, non-UK domiciled individuals and non-resident clients


• Experience delivering personal tax advisory

In return, as a Personal Tax Client Manager, you will receive:

• Ultra-competitive salary per annum plus pension contributions


• Great career development within a supportive training centre practice


• Flexi-time


• Great package including private medical insurance


• Modern open plan offices with free refreshments

If you are looking for Personal Tax Client Manager, jobs in Buckinghamshire, please contact Austin Rose, the public practice recruitment specialists.