Personal Tax Manager

TPF Recruitment; Royal Tunbridge Wells; On-site; GBP 55,000 - 70,000; Full time

Job summary

Join a forward-thinking accountancy practice as a Personal Tax Manager, where you will manage a diverse portfolio of clients, including high-net-worth individuals and trusts. This role offers a blend of autonomy and teamwork, allowing you to lead tax planning projects while mentoring junior staff. With a strong focus on work-life balance and career progression, this is an exciting opportunity to contribute to a dynamic tax team. Enjoy competitive salary packages, generous leave, and comprehensive benefits, all while working in a supportive environment that values your expertise and aspirations.

Benefits

25 days' annual leave plus bank holidays

Pension Scheme

Private Medical Insurance

Death in Service benefit

Qualifications

• Qualified in CTA, ATT, ACA, or ACCA with experience in personal tax.
• Proven ability in managing complex tax affairs for high-net-worth individuals.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Lead tax planning projects and oversee compliance functions.

Skills

Personal Tax Compliance

Tax Planning

Client Management

Mentoring

Education

CTA

ATT

ACA

ACCA

Job description

Job Title: Personal Tax Manager

TPF Recruitment, a leading accountancy practice recruitment agency, is partnering with a highly regarded firm of chartered accountants in Tunbridge Wells, Kent, to find a Personal Tax Manager for their successful tax team. This is a fantastic opportunity to join a market-leading accountancy practice in Tunbridge Wells, where you'll enjoy a high level of autonomy, work alongside an experienced team, and have excellent career progression prospects.

Our client offers a dynamic and progressive environment while maintaining a strong focus on work-life balance. While there is a bias towards personal tax, there is also an opportunity to get involved in corporate tax, depending on your experience and aspirations. Both full-time and part-time applicants will be considered. The firm specializes in owner-managed businesses across various industries.

Responsibilities:

1. Managing a portfolio of personal clients with complex tax affairs, including UK individuals, HNWIs, and trusts.
2. Leading tax planning projects involving non-domicile issues, onshore and offshore trusts, capital gains tax, and inheritance tax matters.
3. Reviewing and completing complex tax returns.
4. Overseeing the compliance function within your team to ensure deadlines are met.
5. Handling HMRC enquiries and correspondence on compliance and advisory matters.
6. Managing and mentoring junior staff, supporting their technical and professional development.
7. Assisting Directors with the growth and strategic development of the tax department.

Requirements:

• Ideally CTA and/or ATT/ACA/ACCA qualified.
• Experience in a personal tax role within an accountancy practice or specialist tax firm.
• Background from Top Tier, Top Ten, 50, larger regional independent firms, or specialist tax firms, focusing on personal tax with strong compliance and tax planning skills.

Benefits:

• Salary in the region of £55,000 - £70,000.
• 25 days' annual leave plus bank holidays.
• Full-time and part-time work considered.
• Pension Scheme.
• Private Medical Insurance.
• Death in Service benefit.

Please contact Tristan Finch for more information.