Personal Tax Manager

Sheridan Maine (Midlands); Canterbury; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Career progression

Professional development

Collaborative environment

Ongoing training

Job summary

Sheridan Maine is recruiting on behalf of a Kent-based Chartered Accountants firm for a Personal Tax Manager. You will manage a varied portfolio of personal tax clients, delivering compliance and advisory services, and you will provide proactive planning advice.

You will work with high-net-worth individuals and business owners, build long-term client relationships, mentor junior staff, and stay up to date with UK tax legislation while handling HMRC enquiries.

Qualifications

• CTA/ATT/ACA/ACCA qualified with strong personal tax expertise.
• Experience in personal tax within an accountancy practice.
• Strong knowledge of UK personal taxation.
• Experience in both compliance and advisory work.
• Ability to identify tax planning opportunities.
• Excellent communication and client relationship skills.

Responsibilities

• Managing a portfolio of personal tax clients, including high-net-worth individuals, directors and business owners.
• Overseeing the preparation and review of self-assessment tax returns.
• Delivering personal tax advisory services, including tax planning, inheritance tax, capital gains tax and succession planning.
• Identifying tax planning opportunities and providing commercially focused advice.
• Managing HMRC correspondence, enquiries and disclosures.
• Building trusted relationships with clients and acting as their first point of contact for personal tax matters.
• Supporting and mentoring junior members of the tax team.
• Keeping up to date with changes in UK tax legislation and ensuring clients receive proactive advice.

Skills

Personal tax expertise

Communication skills

Organisational skills

Proactive tax planning

Client relationship management

Education

CTA/ATT/ACA/ACCA qualified

Job description

Personal Tax Manager

Location: Kent

Salary: £40,000 – £60,000 (depending on skills and experience)

Job Type: Full-time, Permanent

\"In this world nothing is certain but death and taxes. Benjamin Franklin\"

Are you an experienced personal tax professional looking to take the next step in your career with a forward-thinking accountancy practice?

Sheridan Maine is delighted to be recruiting on behalf of a highly respected firm of Chartered Accountants in Kent for a Personal Tax Manager. This is an excellent opportunity to join a collaborative and progressive practice, managing a varied portfolio of clients while delivering both compliance and advisory services.

Working with high-net-worth individuals, business owners and families, you'll play a key role in providing tailored tax advice, identifying planning opportunities and building long-term client relationships.

As Personal Tax Manager, your responsibilities will include:

• Managing a portfolio of personal tax clients, including high-net-worth individuals, directors and business owners.


• Overseeing the preparation and review of self-assessment tax returns.


• Delivering personal tax advisory services, including tax planning, inheritance tax, capital gains tax and succession planning.


• Identifying tax planning opportunities and providing commercially focused advice.


• Managing HMRC correspondence, enquiries and disclosures.


• Building trusted relationships with clients and acting as their first point of contact for personal tax matters.


• Supporting and mentoring junior members of the tax team.


• Keeping up to date with changes in UK tax legislation and ensuring clients receive proactive advice.

To be successful in this role, you will ideally have:

• CTA qualified, ATT qualified with significant experience, or ACA/ACCA qualified with strong personal tax expertise.


• Previous experience in a personal tax role within an accountancy practice.


• Strong technical knowledge of UK personal taxation, particularly relating to high-net-worth individuals.


• Experience of both compliance and advisory work.


• A proactive approach with the ability to identify tax risks and planning opportunities.


• Excellent communication and relationship-building skills.


• Strong organisational skills with the ability to manage multiple deadlines.

What's on Offer:

• Salary of £40,000–£60,000, depending on experience.


• Exposure to an interesting portfolio of high-net-worth individuals, business owners and private clients.


• Supportive, collaborative working environment.


• Ongoing professional development and genuine career progression opportunities.

You are required to be eligible to work in the UK full time without restriction.

Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.