Personal Tax Manager

Royce Peeling Green Limited (RPG) is a well-established independent firm of Chartered Accountants based in central Manchester. Due to continued growth, we are looking for a Personal Tax Manager to join our well-established and supportive tax team.

Our tax team has a strong reputation for delivering expert advice across a broad range of tax matters. Due to continued growth, we are looking for a motivated and knowledgeable tax professional to manage a diverse portfolio of personal tax clients and provide high-quality advisory and compliance services.

Our clients range from sole traders and business start-ups to multi-million-pound limited companies and partnerships. This is an excellent opportunity for an experienced individual looking to take the next step in their career within a growing, supportive, and professional environment.

Requirements:

• ATT/CTA/STEP qualification or equivalent experience.
• Minimum of 5 years’ experience in a professional practice.
• Strong analytical and quantitative skills٫ with accuracy and attention to detail.
• Up-to-date knowledge of UK personal tax legislation, including CGT, IHT, and residence rules.
• Experience managing client relationships and handling a portfolio independently.
• Ability to mentor and support junior team members.
• Excellent verbal and written communication skills to effectively liaise with clients and colleagues.
• Strong attention to detail.

Responsibilities:

As a Personal Tax Manager, you will:

• Manage a portfolio of personal tax clients, including high-net-worth individuals, business owners, directors, and trusts.
• Oversee the preparation and review of personal tax returns, trust returns and inheritance tax accounts, ensuring accuracy and compliance with relevant legislation.
• Provide tax planning advice on areas such as inheritance tax, capital gains tax, international tax and trust taxation.
• Liaise with HMRC on behalf of clients and manage tax risk and compliance matters.
• Develop and mentor junior team members, supporting their technical and professional growth.
• Build and maintain strong client relationships, acting as a key point of contact for tax matters.
• Stay up to date with tax legislation.
• Manage WIP and the billing process.
• The firm is accredited with the ICAEW to offer estate administration services and there are further opportunities if interested to get involved in probate work.

Benefits:

• Generous holidays – 23 days plus bank holidays.
• Flexible benefits package including discount portal. This includes buy/sell holidays, car scheme, cycle to work scheme and much more.
• Death in service cover of 4 x salary.
• Employer pension contributions of 3% (commencing after 3 months of service).
• Free parking on a rota basis.
• Company staff and social events.
• “Dress for your day” dress code policy.
• Introducer fee for new clients of 10% of first year client fees billed and paid.
• £1,000 referral success fee for introducing new colleagues.

We are committed to equality of opportunity and to providing a service, and following practices which are free from unfair and unlawful discrimination. We actively support Diversity, Equity and Inclusion and make sure that our colleagues feel valued and are treated with dignity and respect. We value people as individuals with diverse opinions, cultures, lifestyles, and circumstances.

Please apply by sending your CV and a covering letter explaining how you are ideally suited for the position to recruitment@rpg.co.uk