Tax Manager
North Yorkshire
Competitive package

Personal Tax Manager (Accountancy Practice Based) – North Yorkshire

Ref: 922| Posted: 20th May 2024

Personal Tax Manager (Accountancy Practice Based) – North Yorkshire 

Job Type: Permanent 

I am looking for a Personal Tax Manager to join my client’s Accountancy firm based in North Yorkshire.  The successful applicant will manage the compliance process, be involved in the administration of the portfolio and assist colleagues within the group. There will also be opportunities to get involved in a variety of advisory projects. 

This is a challenging and interesting client facing role which provides a good range of work for someone with a solid tax background wishing to build on their experience. 

Duties include: 

  • Identification of planning opportunities 

  • Completion of self-assessment tax returns for wealthy individuals, partnerships and trusts 

  • Completion of associated tax computations including calculations of capital gains on securities, chattels and property transactions 

  • Completion of trust and estate tax returns 

  • Looking after the tax affairs of high-net-worth private clients, including non-UK domiciliaries 

  • Ensuring technical competence and accuracy of the department’s work through review 

  • Budgeting 

  • Adherence to statutory and other deadlines 

  • Meeting billing targets 

  • Monitoring time and recovery for the group 

  • Reporting back to partners 

  • Liaising extensively with clients in relation to day-to-day compliance and planning issues 

  • Assisting the senior manager with the management of the group 

The team 

The North Yorkshire Tax department is made up of a team of 20. The mix of work in the group is varied and consists of clients including owner managed businesses, landed estates and high net worth individuals.  Currently the portfolio includes a small proportion of non-UK domiciliary work; however, this is expected to increase in the future. 

The office 

Our clients office is situated close to a popular town centre, in modern friendly offices with approximately 65 staff. They advise a wide range of commercial businesses, private individuals and not-for-profit organisations across Yorkshire and the Northeast of England and have strong links with the professional and financial community of Leeds, the financial capital of the region. They have a strong reputation in the area and their client base prominently features owner-managed, small and mid-cap businesses, and private and estate clients. They generally need both personal and company tax advice, as well as business and strategic help and they work with clients to create integrated solutions across their related financial and business affairs. In other cases, they apply their expertise to their specific concerns, often working alongside other professionals in the process. 

The ideal person will be 

  • Similar experience in either a tax focused or a general practice role in a medium to large sized firm. 

  • Ideally you will currently be operating in the capacity of a manager. 

  • Experience in a similar role of organising the delivery of tax work, problem solving and the ability to use your own initiative. 

  • Experience in a similar role of preparing computations from accounts. 

  • Experience in a similar role of advisory work or a strong desire to learn, and be familiar with, or have a desire to learn to use the tax legislation to arrive at conclusions 

  • Experience in a similar role of either personal tax, trusts or both, with a willingness to develop your knowledge on both. 

  • Experience of using computerised tax packages (or equivalent). 

  • You will have the ability to provide accurate work in a timely and cost-effective manner. 

  • You will require excellent interpersonal skills with confidence in dealing with partners and clients. 

  • You must possess the ability to manage, develop and motivate staff, be a team player with flexibility and resilience as essential attributes. 

  • You will have a positive and enthusiastic attitude. 

  • You must have a strong desire to develop your skills. 

Education and Experience  

The ideal individual will have worked in a similar level role and have dealt with a range of tax issues appropriate to my client’s customer base. Similar experience operating Assistant Manager or Manager level, CTA and or ACA/ACCA qualified (or equivalent) 

Salary and Benefits 

  • 35-hour working week with flexibility around the core hours of 10am-4pm 

  • Working from home allowance of £25 a month. 

  • Eligibility for the firm’s Profit-Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm. Payment is usually c£1,000 for the full year. Paid in December. 

  • Eligibility for the discretionary bonus scheme. This is based on both individual performance and firm performance. 

  • Salary reviews annually in October. 

  • Twenty-five days annual leave. This increases in line with length of service. On 1 January, after 5 years’ service, the entitlement will be increased by 7 hours (as long as you have been a manager for 5 years). 

  • In addition, under the flexible benefits programme, employees are entitled to buy or sell up to five days (35 hours) holiday a year, subject to staff partner approval. 

  • Six-month probationary period. 

  • Life assurance cover of four times salary, 

  • Private Medical – entitled to join on successful completion of probationary period 

  • Contributory pension scheme (The firm will contribute 4% of salary on a matched basis with employee from their date of joining) 

  • Access to a number of additional benefits with preferential rates under the flexible benefit programme, health cash plans, health screening/GP support, critical illness cover, dental and travel insurance, Techscheme, Cyclescheme, Gymflex and a Workplace ISA. 


First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies. 

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability. 

This electronic message contains information that is confidential and termed "personal data" under the Data Protection Act 1998. This electronic message is intended for the use of the addressee(s) only. If you are not the intended addressee, any disclosure, copying, distribution or use of the contents of this message is prohibited and may be unlawful. Disclosure to any party other than the addressee, whether inadvertent or otherwise is not intended to waive privilege or confidentiality.