Personal Tax Manager

Sheridan Maine London; Gillingham; On-site; GBP 63,000 - 77,000; Full time

Job summary

Sheridan Maine is recruiting a Personal Tax Manager for an established Kent accountancy practice. The role offers a salary of £70,000 per annum and suits a seasoned professional ready to own a varied portfolio of private clients.

You will handle both compliance and advisory work, including preparing and reviewing self-assessment returns and providing guidance on capital gains, inheritance tax and residence status. The successful candidate will supervise junior staff and liaise with HMRC.

Qualifications

• Qualified with ATT or CTA, or equivalent practical experience.
• Strong technical knowledge of UK personal taxation.
• Experience handling a portfolio of personal tax clients.
• Experience in personal tax compliance and advisory work.
• Excellent communication and client-management skills.
• Able to supervise junior staff and meet deadlines.

Responsibilities

• Manage a varied portfolio of personal tax clients, including high-net-worth individuals and company directors.
• Oversee preparation and review of self-assessment tax returns.
• Provide advice on personal tax planning, CGT, IHT and residence status.
• Ensure compliance with tax legislation and statutory deadlines.
• Act as a key contact for clients and liaise with HMRC.
• Review junior colleagues' work and guide where required.
• Collaborate with Partners on complex tax matters and opportunities.

Skills

Client relationship management

Tax compliance

Tax advisory

Portfolio management

Attention to detail

Communication skills

Team supervision

UK tax knowledge

Education

ATT/CTA qualification

Job description

Sheridan Maine is recruiting a Personal Tax Manager for an established accountancy practice in Gillingham. This full-time, permanent post offers a salary of £70,000 per annum and suits a seasoned professional ready to take ownership of a varied portfolio of private clients. The successful candidate will handle both compliance and advisory work, preparing and reviewing personal tax returns while delivering specialist guidance on matters such as capital gains, inheritance tax and residence status.

Strong technical knowledge, meticulous attention to detail and proven client relationship skills are essential. The position also involves supervising junior staff, liaising with HMRC and supporting business development.

Applicants should be professionally qualified, with substantial experience in personal tax within an accountancy practice.

Personal Tax Manager | Accountancy Practice | Kent | Up to £70k p.a.

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

Sheridan Maine is delighted to be recruiting on behalf of an established accountancy practice based in Gillingham, Kent. This is an excellent opportunity for an experienced Personal Tax Manager to join a professional and supportive team, taking responsibility for a varied portfolio of private clients and delivering high-quality personal tax services. The position offers a varied mix of personal tax compliance and advisory work, making it particularly appealing to someone who enjoys managing client relationships, providing specialist tax advice and taking ownership of their portfolio.

Key responsibilities of the Personal Tax Manager will include:

• Managing a varied portfolio of personal tax clients, including high-net-worth individuals, company directors and business owners.
• Overseeing the preparation and review of self-assessment tax returns.
• Providing advice on personal tax planning, capital gains tax and inheritance tax matters.
• Ensuring compliance with relevant tax legislation and meeting statutory deadlines.
• Acting as a key point of contact for clients, providing practical tax advice and resolving queries.
• Liaising with HMRC on behalf of clients and assisting with tax enquiries.
• Reviewing work prepared by junior colleagues and providing guidance where required.
• Working closely with Partners on complex tax matters and advisory assignments.
• Identifying opportunities to provide additional services and strengthen client relationships.

The successful Personal Tax Manager will have:

• A minimum of 2 years' experience working within a UK accountancy practice.
• ATT or CTA qualification, or equivalent practical experience.
• Strong technical knowledge of UK personal taxation.
• Previous experience managing a portfolio of personal tax clients.
• Experience in personal tax compliance and advisory work.
• Excellent communication skills and the confidence to liaise directly with clients.
• Strong organisational skills and the ability to manage competing deadlines.
• Experience reviewing work and supporting junior colleagues.
• A proactive, professional approach with excellent attention to detail.

This is an excellent opportunity for an experienced Personal Tax Manager looking to further develop their career within an established Kent accountancy practice, offering a varied workload and the opportunity to build lasting client relationships.

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.