Mixed Tax Manager

Insite Finance; Maidstone; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Progression opportunities

Friendly team

Job summary

Insite Finance in Maidstone is seeking an experienced Tax Manager to join its growing accountancy team. You will manage a mixed portfolio across private client and corporate tax, delivering advisory support and developing client relationships.

With ACA/CTA qualification and a proven track record in practice, you will oversee compliance, lead advisory projects, and mentor junior staff while collaborating with partners and other departments.

Qualifications

• ACA/CTA qualified with strong experience in both compliance and advisory.
• Experience managing own portfolio of private and corporate tax clients in practice.

Responsibilities

• Manage private client tax compliance (self-assessment, trusts, HMRC liaison).
• Lead advisory projects for private and corporate clients.
• Review work by junior team members.
• Build and maintain client relationships.
• Identify opportunities to upsell services to clients.
• Collaborate with partners and other departments across the firm.

Skills

Private client tax

Corporate tax

Client relationships

Advisory projects

Tax compliance

Reviewing juniors

Education

ACA/CTA qualification

Job description

Maidstone, Kent | £Competitive + Benefits | Permanent

The Opportunity

We’re working with a well-established accountancy practice in Maidstone who are looking to bring in an experienced Tax Manager to join their growing team. This is a genuinely varied role where you’ll be working across both private client and corporate tax, managing your own portfolio whilst getting involved in advisory work and business development.

If you’re at that point where you want more than just compliance work and are looking for a role that actually stretches you across different areas of tax, this could be a really good fit.

What You’ll Be Doing

You’ll be managing a mixed portfolio of private clients (sole traders, owner-managed businesses, high net worth individuals, trusts) and getting stuck into advisory projects alongside the compliance side of things. There’s scope to get involved in tax planning, structuring work and business development initiatives, so it’s not just about churning through returns.

Day to day, you’ll be:

• Managing private client tax compliance (self-assessment, trust returns, liaising with HMRC)
• Leading on advisory projects for both private clients and corporate clients
• Reviewing work prepared by junior team members
• Building and maintaining client relationships
• Identifying opportunities to take additional services to clients
• Working closely with partners and other departments across the firm

What We’re Looking For in the Mixed Tax Manager

You’ll need to be ACA/CTA qualified (or equivalent) with solid experience in both compliance and advisory work. Ideally, you’ve worked in practice before and have experience managing your own portfolio of clients.

• Proven experience in private client and/or corporate tax
• Strong technical knowledge across compliance and advisory
• Ability to manage client relationships and work autonomously
• Commercial awareness and a proactive approach
• Trust taxation experience (though not essential)
• Experience managing and reviewing junior team members
• Track record in business development or identifying new opportunities

What’s On Offer

This accountancy firm offers genuine flexibility around working arrangements, strong progression opportunities, and a collaborative team environment. You’ll be working in their Maidstone office with hybrid working available as Mixed Tax Manager.

They’re looking for someone who wants variety in their work and is happy to be challenged rather than sitting in a purely routine compliance role. If you’re keen to develop across different tax areas and build client relationships whilst working with a supportive team, this is worth a conversation.