Personal Tax Manager

TN United Kingdom; Alton; On-site; GBP 50,000 - 65,000; Full time

Job summary

An established accountancy practice in Alton is seeking a Private Client Tax Manager to lead a dynamic team. This role offers flexibility with full-time or part-time options, allowing you to balance your personal commitments while advancing your career. You will manage a diverse portfolio of high-net-worth clients, ensuring compliance and providing expert advisory services. The firm values professional development, offering opportunities to mentor junior staff and shape the tax function. Join a supportive culture that prioritizes both your expertise and work-life balance, making it an ideal next step in your career.

Benefits

Flexible working hours

Supportive office culture

Focus on progression and development

Opportunity to shape tax function

Qualifications

• CTA and/or ACA/ACCA qualified with strong experience in personal tax.
• Confident in reviewing tax returns and providing guidance.

Responsibilities

• Manage a portfolio of personal tax clients ensuring compliance.
• Provide advisory support on capital gains tax and inheritance tax.

Skills

Personal Tax Compliance

Advisory Support on Tax Matters

Client Relationship Management

Tax Software Proficiency

Team Leadership

Education

CTA Qualified

ACA/ACCA Qualified

Tools

Microsoft Office

Tax Software

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.

For a confidential conversation, contact Kourtney Luckett at .