Personal Tax Manager

Personal Tax Manager focuses on managing a portfolio of personal tax clients, including hnwis, directors, and trusts.

What the role involves

• Managing a portfolio of personal tax clients, including HNWIs, directors, and trusts.
• Review and sign off self-assessment tax returns.
• Provide tax planning advice on income tax, capital gains tax, and inheritance tax.
• Support clients with proactive planning.
• Identify tax-saving opportunities.

Skills and requirements

• If the following job requirements and experience match your skills, please ensure you apply promptly.
• ACA qualified (or equivalent).
• 5 years + Personal Tax experience within practice.

Confirmed role details

• Halliday Marx have partnered with an exceptional and international accounting firm to hire a Personal Tax Manager on a permanent basis.

Additional role context

• Liaise directly with clients, building strong long-term relationships.
• Handle HMRC enquiries and investigations.
• Work collaboratively with partners on complex advisory projects.