Personal Tax Manager

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Financial Services
The Role
Manage personal tax compliance and advisory services for business owners, landlords, and high-net-worth individuals. Provide advice on capital taxes, inheritance tax, succession planning, trusts, remuneration, share incentives, property tax, and international tax matters. Build strong client relationships, work closely with senior management, and coach trainee tax accountants. The role requires appropriate tax qualifications and private client or personal tax experience.
Summary Generated by Built In
Personal Tax Manager

About the Role


We are looking for a talented Personal Tax Manager to join our expanding tax team. 


This role will enable you to provide tax compliance and advisory services to a range of clients from business owners, property landlords to high-net-worth individuals. 


You might be an Assistant Manager who is looking to step up and progress their career or an experienced Manager who is looking for a new challenge within an environment that will enable you to reach your potential. 


Working closely with our Senior Management team, you will play a key role in delivering a wide range of taxation advice which may include: 


  • Capital tax planning, including inheritance tax, succession planning and trusts 
  • Remuneration planning including share incentivisation schemes 
  • Property tax projects 
  • International tax issues 

You will also develop and coach our trainee tax accountants into becoming accomplished business advisors. 


About You


To be considered for the role, you’ll bring:  


  • Appropriately qualified with experience of working within a private client/personal tax environment 
  • An excellent communicator who is able to build strong relationships with their clients 
  • A great people manager who enjoys developing and coaching their teams 
  • Keen to contribute towards the overall success and growth of Bishop Fleming 

Why join us


We are an award-winning certified Great Place to Work® provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands, with a turnover of £50m. We are also currently ranked fifth in the Accountancy Age Mid-Tier Power Index and are the largest provider of audit services to multi-academy trusts in the academy sector. 


From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors. 


With 9 offices, 60 partners, and over 500 people, we have the capability and capacity to meet our clients’ needs. From owner-managed businesses to large businesses we have the full-service expertise to advise our clients.  


We are also a correspondent firm of Kreston Global, a global network of accounting firms in more than 100 countries.


We also offer a multifaceted benefits package, which includes:


  • 27 days holiday, plus bank holidays 
  • Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year 
  • Hybrid and flexible working 
  • A contributory pension scheme
  • Life assurance 
  • Critical illness cover
  • Simply Health cashback plan including access to 24/7 online GP service and counselling services
  • Perkbox discounts and rewards platform with over 4,000 perks and discounts 
  • Social events with active social committees that plan internal and external events 
  • Numerous opportunities for development 

Please contact Grace Harris if you would like to discuss this opportunity further. 


We welcome applicants seeking flexible working arrangements, including part‑time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work. 


We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential.  We support a culture where people are valued and treated with respect, and where differences are understood and celebrated.  


The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level. 


As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process. 


We do not currently offer visa sponsorship. To be eligible for this role, applicants must have the unrestricted right to live and work in the UK. 


For agencies: Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team. 

Skills Required

  • Appropriate tax qualification
  • Experience working in a private client or personal tax environment
  • Excellent communication and client relationship-building skills
  • People management and team coaching capability
  • Unrestricted right to live and work in the UK
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The Company
HQ: Houston, TX
516 Employees
Year Founded: 1919

What We Do

Bishop Fleming is a Top 35 accounting firm in the UK and an award-winning tax practice. We are ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index and Great Place to Work® Certified. Working with clients throughout the UK and internationally from our offices in the South West and West Midlands, Bishop Fleming is wholly committed to providing businesses and individual clients with the full range of pro-active support and advice. Teams include top experts in wealth management, corporate finance, business recovery and insolvency, business, personal & international tax, payroll services, accounting software solutions, forensic and litigation support, VAT advice and of course, audit assurance & accounts. Specialist sectors include Automotive, Manufacturing, Technology, Hospitality & Leisure, Media, Healthcare & Care Homes, Charities, Education & Not-For-Profit Organisations, Real Estate & Construction and Professional Partnerships. With offices in Bath, Bristol, Cheltenham, Exeter, Plymouth, Torquay, Truro and Worcester, and additional specialist offices throughout the UK, wherever you are, there’s a Bishop Fleming expert close by. Visit our website for more information: www.bishopfleming.co.uk or please contect with any of our specialists here on LinkedIn for more details about our services and how we can help you or your business. Interested in the latest job vacancies at Bishop Fleming Chartered Accountants? Then please visit: careers.bishopfleming.co.uk

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