Tax Manager

The manager is responsible for contributing significantly to the provision of specialist tax advice and planning for clients both within a portfolio of clients and on special projects. Also to ensure that all staff under his/her control receive necessary job training and support to meet business and personal goals.   


  • To manage a portfolio of clients. Working with and answering queries from the Director and clients in a timely and accurate manner within agreed limits of responsibility, including tax compliance advice.
  • To undertake ad hoc tax projects/ advisory work either for the existing client portfolio in agreement with the relevant partner or for other clients as appropriate.
  • Responsibility for managing all work and billing within a portfolio and project work, ensuring budgets are met.
  • Assisting the Director with tax advisory work.
  • To provide advice and assistance to individuals within the practice as and when required.
  • To keep up to date with changes in tax legislation and the application of this knowledge to clients affairs.
  • To identify opportunities when reviewing client affairs and action these as appropriate.
  • To develop others within the tax team with technical ability as well as their general development.
  • To develop relationships with clients to build networking skills and identify opportunities for other work within the group.
  • To develop and maintain a close working relationship with clients. To understand their business, and also to identify any opportunities for cross selling of other group services.
  • To respect client confidentiality and report any issues which may affect client relationships to their Director.
  • To promptly report to their Director any concerns which may affect the firm’s client relationship e.g. money laundering, unethical business practice, complaints etc

Person Specification

  • Must be ATT and/or CTA qualified or equivalent with a detailed knowledge of UK tax legislation and implications for clients.
  • Must be able to actively manage own workloads and take responsibility for own development.
  • Must be able to demonstrate effective staff management and communication skills.
  • Must be able to demonstrate effective client inter-personal skills including the management of client expectations.
  • To ensure that staff under the manager’s control are supported and assist them to achieve agreed targets in their performance and development.
  • To ensure that all staff within his/her supervision receive effective job training and experience to compliment their studies, whilst at the same time meeting work priorities.
  • Must be able to work well with other Managers/ Senior Managers and ensure the department works well as a team.

Tagged as: Grantham, Tax

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