OverviewOur client is a well-established and forward-thinking accountancy firm with around 40 staff based in Coventry, providing expert audit, tax consultancy, and private client services. Known for their collaborative and professional culture, the firm offers a relaxed but high-performing environment with flexible hybrid working. Due to continued growth and evolving client needs, they are seeking a Personal Tax Senior Manager to support their expanding private client tax team.

This is a key senior-level position within the Personal Tax department, responsible for managing a high-value portfolio of private clients, including High Net Worth Individuals, business owners, and trusts. You will support the firm’s strategic tax initiatives and act as a technical escalation point, guiding the Personal Tax Manager and mentoring junior staff. This client-facing role requires strong leadership, business development acumen, and a proactive approach to delivering tailored tax planning and compliance solutions. You will play an instrumental role in shaping the future of the firm’s tax service offering.

Personal Tax Senior Manager Responsibilities

Manage a diverse portfolio of private clients, providing expert advice across income tax, capital gains, inheritance tax, and trust matters.

Lead and support the personal tax team, offering mentoring and technical guidance.

Oversee and review complex personal tax returns, ensuring accuracy and compliance.

Provide bespoke tax planning and structuring advice aligned with clients’ financial goals.

Collaborate with other departments to deliver a holistic service and identify cross-selling opportunities.

Contribute to strategic tax planning, business development, and marketing initiatives.

Stay informed of legislative changes and represent the firm in client meetings and external networking events.

Personal Tax Senior Manager Qualifications

ACA/ACCA/CTA qualified (or equivalent); STEP or Probate Practitioner is desirable.

Significant experience in private client tax, preferably within an accountancy practice.

Strong technical knowledge of UK tax legislation and compliance.

Demonstrable leadership experience and the ability to mentor staff effectively.

Excellent communication skills and a consultative, client-first approach.

Salary and Benefits

Salary: 55,000 - 65,000 (DOE)

Flexible 37.5-hour work week (9:00 am - 5:30 pm)

Holiday Package: 28 days + 8 bank holidays

Hybrid Working: 3 days in the office, 2 days from home

Progression: Clear pathway to Director-level role

Study Support: CTA, ACCA, and other relevant qualifications

Regular team socials, including days at the races

Monthly dress-down Fridays

Supportive and people-focused working environment

Pension

#J-18808-Ljbffr