MHA | Personal Tax Manager
Team working on laptops

Personal Tax Manager

Thames Valley Tax Posted: 16 Aug 2023 ref: 848
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Job description


Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together. 

As a Top 13 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents. 

Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success. 

As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world. 

Our agile and responsive approach means we are always on hand to have the right conversations about with clients at the right time, allowing us to identify their goals and business needs both now, and in the future. 


To manage your own portfolio of clients and review work of junior members of the personal tax team. To support the Tax Directors & Partners in managing and controlling the activities and performance of the personal tax department


Portfolio Management

  • Manage a portfolio of clients, meeting their requirements and maximising fee income
  • Manage the production and review of client’s personal tax returns for your own portfolio and those of the junior members
  • Plan, control and review ad hoc work carried out by team members to ensure work is completed to the required standard and within set timeframes and budget
  • Respond to tax queries from Partners/Directors
  • Assist with billing
  • Carry out consultancy work when required
  • Attend client meetings where appropriate
  • Design and implement standard letters/systems to improve the efficiency of the Tax Department
  • Ad hoc projects/research

Staff Management

  • Assist in completing bi-annual appraisals for allocated team members to enable them to develop and in turn enhance their effectiveness
  • Allocate and review jobs / tasks
  • Ensure trainees receive training relevant to their level of ability

Other responsibilities

  • Regularly update your tax technical knowledge through continuing professional development
  • Positive involvement with tax advisory work relevant to your skill level


  • CTA/ACA qualified. We may consider QBE.
  • At least 2 years PQE
  • Current Technical knowledge
  • IT literate (Excel, Word, tax software)
  • Communication – oral and written
  • Supervisory skills
  • Organisational skills
  • Client focus/ commercial awareness
  • Problem solving and decision making
  • Ability to work well under pressure
  • Be positive and committed to MHA in dealings with both clients and staff


  • Genuine work life balance. 
  • Accredited Investor in People. 
  • New and improved programme for Succession planning and supportive management structure to help you realise your potential. 
  • Up to 33 days holiday including bank holidays, plus the opportunity to buy up to 5 days. 
  • Competitive salary. 
  • Amazing employee referral scheme, paying up to £4000 for a successful referral. 
  • Paid CSR time. 
  • Car lease scheme. 
  • And more! 

Our application form takes just a few minutes to complete and includes some diversity questions. MHA is a committed member of Access Accountancy and as such, we track our diversity stats and actively work to improve on these, year on year, looking at new ways to promote our roles to the widest audience. Any data collected is fully anonymised before sharing with any external parties, as per our Data Protection Policy and is not visible to hiring managers, or used in any way during the selection process.

Take your next career step with us

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