Personal Tax Accountant / Manager

TPF Recruitment; Weybridge; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Flexible hours

Hybrid working

3 days in office

Pension contribution

Phone allowance

Training and professional development

Career progression opportunities

Birthday day off

Team environment

Job summary

TPF Recruitment is supporting an independent accountancy practice in Weybridge for a Tax Manager. You will own a personal tax portfolio and lead the tax team while collaborating with accounts and bookkeeping to deliver a joined-up client service.

The role emphasizes strong client relationships, technology adoption, and continuous improvement within a modern working environment. Hybrid pattern with 3 days in the office is in place.

Qualifications

• CTA or ATT qualified or working towards CTA/ATT
• 5+ years' post-qualification experience in an accountancy practice
• Strong technical knowledge of UK personal taxation
• Proven experience managing a portfolio of personal tax clients
• Experience reviewing work and developing junior team members
• Strong client relationships and communication skills
• Experience dealing with HMRC enquiries and compliance matters
• Proactive, commercially minded with good workload management
• Comfortable using cloud-based practice software such as Xero and QuickBooks
• Interest in technology, automation and improving processes

Responsibilities

• Managing a diverse portfolio of personal tax clients
• Overseeing the preparation and submission of personal tax returns
• Reviewing tax computations for accuracy and compliance
• Identifying tax planning opportunities and providing proactive advice
• Managing client meetings and advisory discussions
• Coordinating workloads and meeting tax deadlines
• Supporting billing and business reporting
• Liaising with HMRC on enquiries and compliance matters
• Mentoring and developing junior team members
• Keeping up to date with UK tax legislation and best practices
• Collaborating with accounts and bookkeeping teams to add value
• Providing feedback on junior staff work
• Training and development of the wider tax team

Skills

CTA or ATT

UK personal taxation

portfolio management

team development

HMRC enquiries

client relationship

communication

technology & automation

Education

CTA or ATT

Tools

Xero

QuickBooks

Job description

Job Opportunity: Tax Manager

Location: Weybridge, Surrey

Employment Type: Permanent, Full Time

Working Pattern: Hybrid, with a minimum of 3 days in the office

TPF Recruitment, the leading accountancy practice recruiters in the South, are delighted to be supporting a growing and forward-thinking independent accountancy practice with the recruitment of a Tax Manager.

This is an excellent opportunity for an experienced tax professional who is looking to take ownership of a varied personal tax portfolio while playing an important role in the development of the wider tax team.

The firm has a strong focus on client relationships, technology and continuous improvement, offering a modern working environment where individuals are encouraged to contribute ideas and develop their careers.

The Role

As Tax Manager, you will take responsibility for managing a diverse portfolio of personal tax clients, providing a high level of service and delivering proactive tax advice.

You will also coordinate the tax team, review work and support the development of junior members, while working closely with the accounts and bookkeeping teams to provide a joined-up service to clients.

Key responsibilities will include:

• Managing a diverse portfolio of personal tax clients
• Overseeing the preparation and submission of personal tax returns
• Reviewing tax computations and ensuring work is accurate and compliant
• Identifying tax planning opportunities and providing proactive advice
• Managing client meetings, calls and advisory discussions
• Acting as a trusted point of contact for clients and developing long-term relationships
• Coordinating workloads and ensuring tax deadlines are met
• Supporting billing and business reporting
• Liaising with HMRC regarding enquiries, disclosures, investigations and compliance matters
• Working closely with the accounts and bookkeeping teams to identify opportunities to add value
• Reviewing and providing constructive feedback on junior team members' work
• Supporting the training, mentoring and development of the wider tax team
• Keeping up to date with changes in UK tax legislation and ensuring advice remains technically robust
• Embracing technology and identifying opportunities to improve processes and efficiency

Requirements

The Ideal Candidate

The successful candidate will likely have:

• CTA or ATT qualified
• At least 5 years' post-qualification experience within an accountancy practice
• Strong technical knowledge of UK personal taxation
• Proven experience managing a portfolio of personal tax clients
• Experience reviewing work and supporting the development of junior team members
• Strong client relationship and communication skills
• Experience dealing with HMRC enquiries and tax compliance matters
• Good organisational and workload management skills
• A proactive and commercially minded approach
• Comfortable using Xero, QuickBooks and other cloud-based practice software
• An interest in technology, automation and improving ways of working

Benefits

• Competitive salary dependent on experience
• Flexible hours and hybrid working
• Minimum of 3 days per week in the office
• 24 days' annual leave plus bank holidays
• Additional day off for your birthday
• Pension contribution
• Phone allowance
• Regular training and professional development
• Opportunity to play a key role in a growing practice
• Supportive and collaborative team environment
• Opportunity to contribute ideas and influence how the practice develops
• Excellent long-term career progression opportunities