Personal Tax Manager

TPF Recruitment; West Malling; On-site; GBP 50,000 - 65,000; Full time

Job summary

A leading accountancy practice in Kent is seeking a Personal Tax Manager to join their team near West Malling. The role involves overseeing tax returns, managing a portfolio of clients, and leading a team. Applicants should have relevant qualifications and experience, and enjoy a competitive salary and benefits package.

Benefits

Competitive benefits package

Study support

Parking

Qualifications

• 3-5+ years of experience working within tax.
• Ability to work successfully within a high-functioning team.
• Organised and detail-oriented.

Responsibilities

• Oversee planning and preparation of personal tax returns for approximately 200 clients.
• Identify and recommend tax planning opportunities tailored to clients' needs.
• Manage and supervise support staff, ensuring quality advice.

Skills

Team Management

Tax Compliance

Tax Planning

Client Relations

Attention to Detail

Education

ACA/ACCA/CTA/ATT Qualified

Job description

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TPF Recruitment, Kent’s leading accountancy practice recruitment agency is recruiting for a Personal Tax Manager to join a fantastic firm of chartered accounts based near West Malling, Kent. This position would suit a Tax Senior, Tax Supervisor or Tax Manager looking to take on a hands-on position with a fantastic and well-established firm with an excellent reputation!

You will work in a standalone Tax Manager position with the support of a Partner above you, and a team of accountants around you.

Our client has been established in the Kent market for a long time. They are an independent tax planning and business consultancy who provide integrated advice to private clients and their businesses on all aspects of tax planning, business consultancy and financial management. They focus on the planning needs of high-net-worth individuals across owner managers, property investors and international clients.

The successful Personal Manager will be responsible for:

• The Tax Manager will oversee the planning and preparation of all personal tax returns and manage the full scope of personal tax compliance for a portfolio of approximately 200 clients.
  
• Ensure high-quality service and advice are consistently delivered to clients within the portfolio.
  
• Identify and recommend tax planning opportunities tailored to clients' needs.
  
• Lead weekly planning and scheduling meetings to ensure efficient workflow and client service.
  
• Manage, motivate, and supervise support staff, fostering a collaborative team environment.
  
• Review work prepared by team members, ensuring accuracy and compliance with internal standards.
  
• Handle ad-hoc tasks related to non-compliance issues as needed.
  
• Maintain accurate time records and monitor performance against budgets and proposed fees.
  
• Prepare and deliver presentations, proposals, and advice letters for clients, potential clients, and staff.
  
• Write a monthly article for the website and social media to share insights and promote the firm’s expertise.
  
• Provide internal training to team members, supporting their professional development.
  
• Stay current with tax legislation and best practices to ensure technical knowledge is up to date.
  
• Contribute to the firm’s overall practice development and growth initiatives.
  

Requirements

The Personal Tax Manager will be:

• ACA/ACCA/CTA/ ATT Qualified with 3-5+ years' experience working within tax
  
• Able to work successfully with a highly functioning team
  
• An organised, detailed worker who has a methodical, diligent approach to tax
  
• £50,000 - £65,000 dependent on experience and background, negotiable
  
• A highly competitive benefits package is also on offer
  
• Competitive benefits package
  
• Study support, if required
• Parking
  
• Please apply for the vacancy or contact Tristan Finch for a confidential conversation