Personal Tax Manager

Sheridan Maine; London; On-site; GBP 65,000 - 80,000; Full time

Job summary

A forward-thinking accountancy firm in Kensington, London is seeking a Personal Tax Manager. In this role, you will manage a portfolio of high-net-worth clients and provide expert personal tax advice while mentoring junior staff. This unique opportunity allows for collaboration within a supportive environment and direct client interactions, providing significant career growth potential.

Benefits

Regular training and development opportunities

Clear progression path with potential for career growth

Modern and collaborative working environment

Opportunities to work with high-profile clients

Qualifications

• Significant experience in personal tax, ideally in an accountancy practice environment.
• Strong technical knowledge of UK personal tax legislation and planning.
• Experience managing a diverse portfolio of high-net-worth clients.

Responsibilities

• Manage a portfolio of high-net-worth clients, providing tailored personal tax advice.
• Oversee preparation and review of personal tax returns.
• Advise clients on complex personal tax matters, including inheritance tax.

Skills

Communication

Leadership

Attention to detail

Tax planning

Education

ACA, ACCA, CTA or equivalent qualification

Tools

ProTax

Xero

Microsoft Office

Job description

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"Leadership is not being in charge, it is about taking care of people in your charge." Simon Sinek

Sheridan Maine is recruiting a highly skilled Personal Tax Manager for an established and forward-thinking accountancy firm in Kensington, London. You will play a key role in managing a varied portfolio of high-net-worth individuals, providing expert advice on personal tax matters, and ensuring the delivery of exceptional client service. This is a unique opportunity to work with an exciting and diverse client base in a collaborative, supportive environment.

Key Responsibilities

Manage a portfolio of high-net-worth clients, providing tailored personal tax advice.

Oversee the preparation and review of personal tax returns, ensuring accuracy and compliance with tax legislation.

Advise clients on complex personal tax matters, including inheritance tax, capital gains tax, and income tax planning.

Liaise directly with clients to build and maintain strong relationships.

Manage a small team, providing mentoring and support to junior staff.

Keep up to date with changes in tax legislation and communicate relevant updates to clients.

Assist with tax planning, structuring, and implementation for individuals, trusts, and estates.

Prepare and review HMRC correspondence, including responses to enquiries and disputes.

Provide technical support and guidance to the wider team.

Collaborate with partners and senior staff on strategic tax issues.

Manage client billing and work-in-progress (WIP).

Assist in business development efforts to grow the firm’s personal tax practice.

About You

ACA, ACCA, CTA, or equivalent qualification (or relevant experience).

Significant experience in personal tax, ideally in an accountancy practice environment.

Strong technical knowledge of UK personal tax legislation and planning.

Experience managing a diverse portfolio of clients, including high-net-worth individuals.

Excellent communication skills, with the ability to explain complex tax matters in a clear, client-friendly manner.

Strong leadership and people management skills, with the ability to develop junior staff.

High attention to detail and ability to deliver work to a high standard.

Proficient in tax software (e.g., ProTax, Xero, etc.) and Microsoft Office.

Ability to work well under pressure and manage multiple priorities.

Benefits

Competitive salary (£65,000 - £80,000 depending on experience).

Regular training and development opportunities.

Clear progression path with potential for career growth.

Modern and collaborative working environment in Kensington, London.

Opportunities to work with high-profile clients.

If you're ready to take on a new challenge and make a difference in a leading organisation, we want to hear from you! Please click on "apply" as soon as possible.

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

Due to the high volume of applications we receive, 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.