Overview

Personal Tax Manager - Chelmsford

Join our clients expanding and innovative tax advisory practice as part of a progressive, results-driven team. This position combines strategic leadership responsibilities, comprehensive client management, and business development opportunities within their Personal Tax division. The successful candidate will bring extensive experience in personal taxation compliance and processes, while also engaging in high-value advisory services for a diverse client portfolio. You\'ll contribute to specialized projects and develop tailored tax strategy solutions, requiring strong commercial awareness and business development skills to identify growth opportunities and secure new engagements. In this leadership capacity, you\'ll mentor and guide our tax professionals while supporting senior management in executing strategic initiatives for continued practice growth. Our flexible working environment allows you to balance office-based collaboration, client site visits, and remote work as appropriate. We invest in continuous professional development through comprehensive training platforms including industry-leading technical resources and professional skills development tools.

Responsibilities

• Oversee extensive personal and unincorporated business client portfolios spanning diverse complexity levels and tax situations
• Direct the complete compliance workflow, from document preparation through client advisory meetings to final HMRC submissions
• Execute and review sophisticated compliance assignments while identifying strategic tax planning opportunities for client advancement
• Provide direct line management and professional development support to junior tax practitioners
• Contribute to internal training programs and knowledge sharing initiatives
• Demonstrate leadership qualities and maintain exemplary standards of professional integrity and work quality
• Collaborate across multiple office locations to enhance compliance procedures and leverage cutting-edge tax technology solutions
• Champion tax services throughout the organization and provide technical support to colleagues in other locations
• Support practice leadership and team members with specialized advisory projects, including project scoping, fee estimation, and delivery of comprehensive tax solutions
• Develop and sustain key client relationships and professional networks with third-party advisors
• Facilitate client meetings for complex matters, serving as primary trusted advisor
• Coordinate with other service divisions to ensure integrated client service delivery
• Monitor critical performance indicators including work-in-progress, billing, and collections to maintain profitable operations
• Pursue new business development opportunities within existing relationships and collaborate on new client acquisition initiatives to maximize revenue potential

Essential Qualifications and Skills

• CTA qualification strongly preferred
• Comprehensive personal tax technical expertise with proven advisory experience
• Commitment to ongoing professional development and skill enhancement
• Demonstrated ability to independently identify and advance tax planning strategies with clients
• Established track record managing diverse personal tax client portfolios
• Strong autonomous working capabilities with proven leadership experience
• Exceptional organizational and time management abilities
• Skilled in reviewing work products and providing constructive developmental feedback to junior staff
• Proven relationship-building capabilities with clients, colleagues, and external professional contacts

Benefits Package

• Competitive annual leave entitlement of 23-25 days (full-time equivalent) plus statutory holidays (September-August cycle)
• Option to purchase up to 3 additional vacation days annually
• Automatic enrollment pension scheme with employer contributions
• Death in service coverage
• Full professional membership and qualification support
• Healthcare reimbursement program covering dental, optical, and therapeutic treatments
• Flexible dress code policy aligned with daily activities

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Accounting