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Personal Tax Manager

TPF Recruitment

Tandridge

On-site

GBP 50,000 - 65,000

Full time

30+ days ago

Job summary

A well-established accountancy practice is seeking a Private Client Tax Manager to lead a team and manage a portfolio of high-net-worth individuals. This full-time role offers flexibility, mentoring opportunities, and a competitive salary, making it ideal for experienced tax professionals interested in career progression.

Benefits

Flexible full-time or part-time options
Supportive office culture
Strong focus on progression and development
Opportunity to support a growing tax function
Competitive salary and benefits package

Qualifications

  • CTA and/or ACA/ACCA qualified or equivalent experience.
  • Strong experience in personal/private client tax.
  • Confident reviewing tax returns and providing guidance.

Responsibilities

  • Manage a portfolio of personal tax clients ensuring compliance.
  • Provide advisory support on various tax matters.
  • Mentor junior staff and support their development.

Skills

Client communication
Technical guidance
Tax compliance
Relationship-building

Education

CTA
ACA/ACCA

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 .

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