Personal Tax Client Manager

TPF Recruitment; Tenterden; On-site; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Tax Client Manager to join their dynamic tax team. This role offers an exceptional opportunity to work in a reputable accountancy practice, focusing on personal tax matters, including CGT, IHT, and trusts. You will manage a diverse compliance and advisory workload, support junior staff, and collaborate closely with partners on tax strategies. This position is ideal for motivated professionals looking for both full-time and part-time opportunities, with the added benefit of study support and generous annual leave. Join a supportive environment where your contributions will help shape the growth of the tax department.

Benefits

25 days annual leave + bank holidays

Private medical insurance

Study support if required

Qualifications

• ATT / CTA qualified or equivalent experience required.
• Confident in communicating tax planning to clients.

Responsibilities

• Oversee a portfolio of personal tax clients.
• Support partners with tax advice and strategic planning.

Skills

Personal Tax

Capital Gains Tax (CGT)

Inheritance Tax (IHT)

Stamp Duty Land Tax

Corporate Tax

Value Added Tax (VAT)

Tax Planning

Written Communication

Education

ATT / CTA qualified

Qualified by experience

Job description

Tenterden, United Kingdom | Posted on 01/05/2025

TPF Recruitment is currently assisting a highly reputable accountancy practice located in Tenterden, Kent in their search for a Personal Tax Client Manager to join their tax team. This role presents an outstanding opportunity to join a fantastic regional accountancy practice in a position offering fantastic exposure across both compliance and advisory. You will primarily focus on private client taxmatters such as personal tax, CGT, IHT, Stamp Duty Land Tax and trusts. Given the nature of the clients, you will likely touch upon other taxes such as corporate tax and VAT. You will work among a small but successful and experienced tax team.

Both Part-Time and Full Time applicants will be considered.

You will work closely with the partners supporting them with advisory and project work while overseeing the work of junior staff members and supporting them with compliance work.

• Oversee a portfolio of personal tax clients
  
• Manage a mixed compliance and advisory workload
• Assist junior members of staff with their work and review their work
• Support the partners with tax advice and strategic tax planning
• Be involved in the growth and development of the tax department
  

Requirements

• ATT / CTA qualified, or qualified by experience
  
• Motivated and adaptive to work remotely
  
• Confident in written communication of tax planning, rules and implications to clients
  
• Both Part-Time and Full Time Applicants will be considered.
  
• Study support if required
  
• 25 days annual leave + bank holidays
  
• Private medical Insurance
  
• Both Part-Time and Full Time Applicants will be considered.
  
• Please contact Tristan Finch for more information