Personal Tax Manager

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

Job summary

TPF Recruitment is seeking a Private Client Tax Manager for a well-established accountancy practice in Epsom. The role involves managing a diverse portfolio of high-net-worth individual clients, offering personalized tax compliance and advisory services, mentorship to junior team members, and opportunities for professional growth in a supportive environment.

Benefits

Flexible role options available

Supportive office culture

Focus on career progression

Qualifications

• Strong experience in personal/private client tax.
• Confident reviewing returns and advising juniors.
• Able to work independently and in a team.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance.
• Provide advisory support on personal tax issues.
• Mentor junior staff and review their tax returns.

Skills

Client communication

Relationship management

Tax advisory

Team leadership

Education

CTA and/or ACA/ACCA qualified

Tools

Tax software

Microsoft Office

Job description

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Hours: Full-time

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. 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 [e-mail].

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Created on 25/06/2025 by TN United Kingdom