Personal Tax Manager

TPF Recruitment; Alton; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading accountancy practice in Alton seeks a Private Client Tax Manager. This role involves managing a diverse portfolio of high-net-worth individuals and providing valuable tax compliance and advisory services. Applicants should have substantial experience in personal tax, professional qualifications, and excellent client relationship skills. Flexibility in working hours is available, making this an excellent opportunity for career development within a supportive team environment.

Benefits

Flexible working hours

Supportive office culture

Focus on progression

Competitive salary and benefits

Qualifications

• CTA and/or ACA/ACCA qualified or equivalent experience.
• Strong experience in personal/private client tax.
• Confident in reviewing returns and providing guidance.

Responsibilities

• Manage portfolio of personal tax clients, ensuring compliance.
• Provide advisory support on capital gains and inheritance tax.
• Assist in training and mentoring junior staff.

Skills

Client communication

Relationship-building

Technical guidance

Mentoring

Education

CTA

ACA

ACCA

Tools

Tax software

Microsoft Office

Job description

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Location: Alton, Hampshire

Hours: Full-time or part-time (flexible for the right person)

Sector: Practice

Salary: Competitive + Benefits (likely £50,000-£65,000pa)

TPF Recruitment is delighted to be working with a well-established and growing accountancy practice based in Alton. We are recruiting for a Private Client Tax Manager to join their personable and professional team.

This is a fantastic opportunity for an experienced tax professional looking to take the next step in their career in a role that offers flexibility, genuine progression opportunities, and the chance to mentor and develop part-qualified team members.

The Role:

As a Private Client Tax Manager, you’ll be responsible for managing a portfolio of HNWIs, business owners, and private clients, ensuring high-quality personal tax compliance and advisory services. You’ll also play a key leadership role within the tax team, helping to guide and support junior and part-qualified staff.

Key Responsibilities:

• Manage a portfolio of personal tax clients, ensuring timely and accurate compliance
  
• Provide advisory support on capital gains tax, inheritance tax, trusts, residence/domicile, and other private client matters
  
• Review tax returns prepared by junior staff and support their technical development
  
• Work closely with the partners on more complex advisory projects
  
• Assist in the training, mentoring, and day-to-day management of junior team members
  
• Maintain strong client relationships through excellent communication and service delivery
  
• Keep up to date with changes in tax legislation and best practice
  

Requirements

What We’re Looking For:

• CTA and/or ACA/ACCA qualified (or equivalent experience)
  
• Strong experience in personal/private client tax, ideally from a practice background
  
• Confident reviewing returns and providing technical guidance to junior staff
  
• Able to work both independently and as part of a close-knit team
  
• Excellent client communication and relationship-building skills
  
• Willingness to work from the office with flexibility around personal commitments
  
• Experience with tax software and Microsoft Office
  

What’s on Offer:

• A flexible role – full-time or part-time options available
  
• Supportive, friendly office culture with a modern and personal approach
  
• Strong focus on progression and development
  
• Opportunity to shape and support a growing tax function
  
• Competitive salary and benefits package
  

Apply today through TPF Recruitment and take the next step in your tax career with a firm that values both your expertise and your work-life balance.

Job Description

Private Client Tax Manager – Accountancy Practice

Location: Alton, Hampshire Hours: Full-time or part-time (flexible for the right person) Sector: Practice Salary: Competitive + Benefits (likely £50,000-£65,000pa) Recruiter: TPF Recruitment
TPF Recruitment is delighted to be working with a well-established and growing accountancy practice based in Alton. We are recruiting for a Private Client Tax Manager to join their personable and professional team.
This is a fantastic opportunity for an experienced tax professional looking to take the next step in their career in a role that offers flexibility, genuine progression opportunities, and the chance to mentor and develop part-qualified team members.
The Role:
As a Private Client Tax Manager, you’ll be responsible for managing a portfolio of HNWIs, business owners, and private clients, ensuring high-quality personal tax compliance and advisory services. You’ll also play a key leadership role within the tax team, helping to guide and support junior and part-qualified staff.
Key Responsibilities:

• Manage a portfolio of personal tax clients, ensuring timely and accurate compliance
  
• Provide advisory support on capital gains tax, inheritance tax, trusts, residence/domicile, and other private client matters
  
• Review tax returns prepared by junior staff and support their technical development
  
• Work closely with the partners on more complex advisory projects
  
• Assist in the training, mentoring, and day-to-day management of junior team members
  
• Maintain strong client relationships through excellent communication and service delivery
  
• Keep up to date with changes in tax legislation and best practice
  

Requirements

What We’re Looking For:

• CTA and/or ACA/ACCA qualified (or equivalent experience)
  
• Strong experience in personal/private client tax, ideally from a practice background
  
• Confident reviewing returns and providing technical guidance to junior staff
  
• Able to work both independently and as part of a close-knit team
  
• Excellent client communication and relationship-building skills
  
• Willingness to work from the office with flexibility around personal commitments
  
• Experience with tax software and Microsoft Office
  

Benefits

What’s on Offer:

• A flexible role – full-time or part-time options available
  
• Supportive, friendly office culture with a modern and personal approach
  
• Strong focus on progression and development
  
• Opportunity to shape and support a growing tax function
  
• Competitive salary and benefits package
  

Apply today through TPF Recruitment and take the next step in your tax career with a firm that values both your expertise and your work-life balance.
For a confidential conversation, contact Kourtney Luckett at [emailprotected] .


Requirements
ACA / ACCA / ATT / CTA Qualified