Personal Tax Manager

England, Cambridgeshire, Peterborough
£50000 - £60000 per annum
10 Dec 2018
17 Dec 2018
William Roohan
Job Role
Tax Manager
Contract Type
Level of qualification

Looking for a bright and able individual to join the tax team as a Manager in our Peterborough office.

Client Details

Based in Peterborough, they pride themselves in offering a dynamic varied workload and welcome progression opportunities for the right candidate.

The expanding team advises a wide range of commercial businesses, private individuals and not-for-profit organisations across the East of England, East Midlands and London. They have strong links with the professional and financial community in the local area


The position involves managing a portfolio of personal tax and trust clients, comprising of large family office groups, high net worth individuals and family trusts. The more junior members of the team will report to the manager, and the manager will be responsible for reviewing the work and developing the team, together with the manager peer group. Reporting will be to the group’s senior manager and directly to the partners. The individual will also be required to support the senior manager with the management of the team and processes.

Ongoing training will be provided, including the opportunity to attend the firm’s annual tax conference and to attend both internal and external training sessions.

This is a challenging and interesting role which provides a good range of work, for someone with a solid tax background wishing to build on their experience and help manage a successful and growing personal tax and trust team.


The ideal candidate will have gained relevant experience in a tax role in practice and must be proactive, driven with strong client handling, managerial and project management skills. They must be pragmatic and be able to solve problems creatively as well as have the ability to work calmly under pressure in a friendly environment. Good verbal and written communication skills are essential

You should already have had broad exposure to personal tax compliance but desire greater responsibility and an opportunity to demonstrate your flair for organisation by ensuring the smooth operation of a tax department’s compliance process; alternatively, you are running a portfolio of complex personal tax clients successfully but want to widen your technical skills and experience to include advisory projects. We will consider someone with mixed tax experience.

You should also have had experience of effective delegation, reviewing the work of others and mentoring more junior staff to enable them to develop further.

The firm uses CCH Central and Alphatax for the preparation of personal tax and corporation tax returns respectively and you will therefore need good knowledge of these or similar software packages in addition to strong Microsoft Word and Excel skills. You should also be comfortable with the use of Lexis-Nexis and other research resources and able to resolve routine technical queries that arise from the compliance process.

Ideally, the individual should have the ability to identify opportunities on their portfolio clients.

Job Offer

Competitive salary and additional package

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