Personal Tax Manager

Sheridan Maine London; Chartham; On-site; GBP 40,000 - 60,000; Full time

Job summary

Sheridan Maine London is recruiting a Personal Tax Manager in Kent to lead a portfolio of personal tax clients, including high-net-worth individuals and business owners. The role focuses on both compliance and advisory services and involves mentoring junior staff.

You will deliver tailored tax planning, manage HMRC interactions and build long-term client relationships, ensuring proactive tax advice and effective planning opportunities.

Qualifications

• Excellent communication and relationship-building skills.
• Strong organisational skills with ability to manage multiple deadlines.
• Experience in personal tax compliance and advisory work.

Responsibilities

• Manage a portfolio of personal tax clients, including high-net-worth individuals, directors and business owners.
• Oversee preparation and review of self-assessment tax returns.
• Deliver personal tax advisory services, including tax planning and inheritance/capital gains planning.
• Identify tax planning opportunities and provide commercially focused advice.
• Manage HMRC correspondence, enquiries and disclosures.
• Build trusted relationships with clients and act as their first point of contact for personal tax matters.
• Mentor junior members of the tax team.
• Keep up to date with UK tax legislation and provide proactive advice.

Skills

Communication skills

Organisational skills

Relationship-building

Education

CTA/ATT/ACA/ACCA (personal tax)

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.

If you're looking to join a respected accountancy practice where you can develop your expertise while making a real impact for clients, we'd love to hear from you.

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