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Personal Tax Accountant

TPF Recruitment

Kingston upon Thames

Hybrid

GBP 45,000 - 55,000

Full time

26 days ago

Job summary

A leading firm in Kingston upon Thames seeks a Personal Tax Advisor to join their team. This role offers significant autonomy and opportunities for growth, working with an entrepreneurial client base. With a focus on tax compliance and advisory services, you will have a pivotal role in shaping the tax department and supporting a collaborative culture.

Benefits

25 days holiday + bank holidays
Extra day off for your birthday
Study support and ongoing training
Clear career progression plan
Flexible working arrangements
Friendly team culture

Qualifications

  • 5 years' experience in a tax role within an accountancy practice.
  • Strong knowledge of personal tax and compliance.
  • Experience reviewing work prepared by junior staff.

Responsibilities

  • Manage a personal tax portfolio of 150-200 clients.
  • Prepare and review self-assessment tax returns.
  • Identify tax planning opportunities.

Skills

Personal tax knowledge
Communication
Client management

Education

ATT qualified
CTA qualified (desirable)

Job description

Job Description
Personal Tax Advisor - Accountancy Practice Kingston upon Thames £45,000 - £55,000 (DOE)

TPF Recruitment are proud to be supporting an established, independent accountancy practice in their search for a talented Personal Tax Advisor to join their Kingston upon Thames office.

Are you a personal tax professional looking for that next step where you can really make an impact and help shape the future of a tax department? Do you enjoy working closely with entrepreneurial clients, offering bespoke advice and solutions that make a real difference?

If so, this could be the ideal opportunity for you.

About the Firm:

This is a forward-thinking and growing accountancy practice with a client base made up largely of small and medium-sized businesses. This role is primarily based in their Kingston office, with hybrid flexibility (3 days office, 2 days remote). The business is built on a strong foundation of technical excellence, client care and a collaborative culture.

The Opportunity:

You'll be joining as a Personal Tax Advisor, reporting directly to a partner and taking on a key role in developing and leading the personal tax function over time. It's a role with plenty of autonomy, scope to grow into a leadership position, and real influence over how the department evolves.

You'll be working closely with company directors and sole traders, providing high-quality tax compliance and advisory services. There's a real mix of interesting clients and complex work here, including plenty of tax planning opportunities.

What You'll Be Doing:

  • Managing a varied personal tax portfolio of 150-200 clients
  • Preparing and reviewing self-assessment tax returns, including complex cases
  • Handling P11Ds and ad hoc tax queries
  • Spotting tax planning opportunities across income tax, CGT, property and inheritance tax
  • Providing advisory support to both personal and corporate clients
  • Supporting junior team members and reviewing their work
  • Liaising with partners, and proactively managing client deadlines and expectations
  • Occasionally travelling into the central London office for client meetings
Requirements
What We're Looking For:
  • ATT qualified (CTA desirable, but not essential)
  • Around 5 years' experience in a tax role within an accountancy practice
  • Strong knowledge of personal tax, CGT, and mainstream compliance areas
  • Excellent communicator, with the ability to explain tax matters clearly to a range of clients
  • Experience reviewing work prepared by junior staff
  • Able to work independently, as well as part of a team
  • Based within commuting distance to Kingston upon Thames - essential
Benefits
What's on Offer:
  • Competitive salary depending on experience (£45,000 - £55,000)
  • 25 days holiday + bank holidays
  • An extra day off for your birthday
  • Study support and ongoing training
  • Clear career progression plan - the path to Personal Tax Director is within reach
  • Flexible working (3 days in-office, 2 remote)
  • Friendly and collaborative team culture
This is more than just another tax job. It's a genuine opportunity to step into a pivotal role and grow something of your own within a supportive and forward-thinking practice.

If this sounds like the kind of role you've been waiting for, get in touch with us at Kourtney Luckett at TPF Recruitment today for a confidential chat; kourtney@tpfrecruitment.com.

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