Personal Tax Manager

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

Job summary

TPF Recruitment is representing a leading firm of chartered accountants in Tunbridge Wells seeking a Personal Tax Manager to join a successful tax team. The role offers autonomy, a collaborative culture, and clear career progression with a focus on personal tax balance and potential exposure to corporate tax matters.

The ideal candidate will have CTA/ATT/ACA/ACCA qualifications or equivalent experience, with strong client management, tax planning skills, and leadership abilities.

Qualifications

• CTA and/or ATT/ACA/ACCA qualification preferred; career in personal tax within an accountancy practice or specialist tax firm expected.
• Experience in a mix of Top Tier, Top Ten, large regional independent firms, or specialist tax firms, with a focus on personal tax and strong compliance and tax planning skills.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs, including UK individuals, high-net-worth individuals, and some trusts.
• Lead tax planning projects, covering non-domicile issues, onshore and offshore trusts, capital gains tax, and inheritance tax matters.
• Review and complete complex tax returns.
• Oversee the compliance function within the team to ensure deadlines are met.
• Handle HMRC enquiries and correspondence on both compliance and advisory matters.
• Manage and mentor junior staff, supporting their technical and professional development.
• Assist Directors with the growth and strategic development of the tax department.

Skills

Personal tax

Tax planning

Client management

Leadership

Education

CTA/ATT/ACA/ACCA qualified

Job description

Overview

TPF Recruitment, on behalf of a leading firm of chartered accountants in Tunbridge Wells, Kent, is seeking a Personal Tax Manager to join their successful tax team. This is a fantastic opportunity to join a market-leading accountancy practice in Tunbridge Wells, offering autonomy, a collaborative team environment, and excellent career progression. The firm emphasises work‑life balance and a dynamic, progressive culture. There is a bias toward personal tax with opportunities to work on corporate tax matters depending on experience and aspirations. Both full‑time and part‑time applicants will be considered.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs, including UK individuals, high-net-worth individuals, and some trusts.
• Lead tax planning projects, covering non-domicile issues, onshore and offshore trusts, capital gains tax, and inheritance tax matters.
• Review and complete complex tax returns.
• Oversee the compliance function within the team to ensure deadlines are met.
• Handle HMRC enquiries and correspondence on both compliance and advisory matters.
• Manage and mentor junior staff, supporting their technical and professional development.
• Assist Directors with the growth and strategic development of the tax department.

Requirements

• Ideally CTA and/or ATT/ACA/ACCA qualified. A career in personal tax within an accountancy practice or specialist tax firm is expected.
• Experience in a mix of Top Tier, Top Ten, large regional independent firms, or specialist tax firms, with a focus on personal tax and strong compliance and tax planning skills.

Benefits

This role offers a competitive regional salary in the range of £55,000–£70,000, plus a comprehensive benefits package including:

• 25 days annual leave plus bank holidays
• Flexible/part-time working options
• Pension scheme
• Private medical insurance
• Death in service
• For more information, please contact Tristan Finch at 01227 533 007