Personal Tax Manager

TPF Recruitment; Beaconsfield; On-site; GBP 60,000 - 68,000; Full time

Job summary

A leading independent firm of chartered accountants in Beaconsfield is seeking a Personal Tax Manager. This role involves managing a portfolio of private clients, delivering tax returns and advisory work, while mentoring junior staff. This is a great opportunity within a supportive, innovative, and professional environment that values personal growth and client service.

Qualifications

• 5+ years of experience in Personal Tax.
• Strong technical knowledge in personal tax and associated planning.
• Proven experience supervising or managing team members.

Responsibilities

• Manage a portfolio of private clients delivering self-assessment tax returns.
• Provide high-level personal tax planning including IHT, CGT, and Trust advice.
• Support junior team members and participate in departmental strategy.

Skills

Personal Tax Planning

Client Relationship Management

Team Supervision

Education

ACCA / ACA / ATT or CTA qualified

Job description

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TPF Recruitment are proud to be working with one of the region’s most respected independent firms of chartered accountants, based in Beaconsfield, who are looking to recruit a Personal Tax Manager to join their collaborative and forward-thinking team. This is an excellent opportunity to join a business where innovation, flexibility, and people-first values come together. The firm is known for its commitment to staff development, inclusive culture, and high-quality client service. The Firm: With a heritage spanning over 100 years, this well-established firm has grown to over 90 team members and continues to maintain a strong presence in the market. Clients range from UK-based individuals to international clients. This is a firm that values its people just as much as its clients. You’ll find an open, progressive culture where there’s no dress code, no rigid hierarchies – just a supportive environment where new ideas and professional growth are encouraged. The Role: As a Personal Tax Manager, you’ll join a collaborative and high-performing tax team. You’ll take ownership of a private client portfolio and deliver a blend of compliance and advisory work, while playing an integral role in developing junior staff and contributing to departmental initiatives.

Requirements

• Manage your own portfolio of private clients, primarily delivering self-assessment tax returns, as well as any associated advisory work.
• Provide high-level personal tax planning, including IHT, CGT, and Trust advice.
• Supervise and support junior team members in delivering work on your portfolio.
• Participate in departmental strategy, including training, development, and process improvement.
• Handle billing, WIP management, and ensure administration is up to date.
• Potential line management responsibilities, depending on experience.
• Salary circa £60,000 - £67,500 per annum, depending on experience and qualification status.
• ATT and/or CTA qualified.
• Strong technical knowledge in personal tax and associated planning.
• Proven experience supervising or managing team members.

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [emailprotected] , or via LinkedIn for a confidential conversation.

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).

Job Description
TPF Recruitment are proud to be working with one of the region’s most respected independent firms of chartered accountants, based in Beaconsfield, who are looking to recruit a Personal Tax Manager to join their collaborative and forward-thinking team. This is an excellent opportunity to join a business where innovation, flexibility, and people-first values come together. The firm is known for its commitment to staff development, inclusive culture, and high-quality client service. The Firm: With a heritage spanning over 100 years, this well-established firm has grown to over 90 team members and continues to maintain a strong presence in the market. Clients range from UK-based individuals to international clients. This is a firm that values its people just as much as its clients. You’ll find an open, progressive culture where there’s no dress code, no rigid hierarchies – just a supportive environment where new ideas and professional growth are encouraged. The Role: As a Personal Tax Manager, you’ll join a collaborative and high-performing tax team. You’ll take ownership of a private client portfolio and deliver a blend of compliance and advisory work, while playing an integral role in developing junior staff and contributing to departmental initiatives.

Requirements

• Manage your own portfolio of private clients, primarily delivering self-assessment tax returns, as well as any associated advisory work.
• Provide high-level personal tax planning, including IHT, CGT, and Trust advice.
• Supervise and support junior team members in delivering work on your portfolio.
• Participate in departmental strategy, including training, development, and process improvement.
• Handle billing, WIP management, and ensure administration is up to date.
• Potential line management responsibilities, depending on experience.

Benefits

• Salary circa £60,000 - £67,500 per annum, depending on experience and qualification status.
• ATT and/or CTA qualified.
• Strong technical knowledge in personal tax and associated planning.
• Proven experience supervising or managing team members.
• Comfortable managing client relationships.
  

Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), [emailprotected] , or via LinkedIn for a confidential conversation.
Refer a friend...
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply).


Requirements
ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.