Personal Tax Manager — Client Advisory & Mentoring

ProTalent Limited; Worthing; On-site; GBP 50,000 - 70,000; Full time

Job summary

Pro Talent in Worthing is seeking a Personal Tax Manager to lead a personal tax portfolio, review returns prepared by the team, and advise clients on planning around CGT, IHT, property, and owner-managed business drawings. You will supervise and train junior staff, ensuring high-quality client service and compliant tax planning.

The role combines technical tax work with client-facing responsibilities and mentoring junior colleagues within a supportive firm environment.

Qualifications

• CTA, ATT, or ACA/ACCA qualification with strong personal tax background.
• Solid self assessment experience in practice.
• Confident dealing directly with clients.
• Experience reviewing work, or readiness to step up.

Responsibilities

• Run a personal tax portfolio and review returns prepared by the team.
• Advise clients on planning around CGT, IHT, property and owner-managed business drawings.
• Supervise and train junior staff.

Skills

CTA/ATT/ACA/ACCA background

Self assessment experience

Client communication

Reviewing client work

Education

CTA/ATT/ACA/ACCA qualification

Job description

A personal tax manager role in Worthing, for someone who enjoys the technical side and the client side in equal measure.

You'll run a personal tax portfolio, review returns prepared by the team, and advise clients on the planning that comes up around them: CGT, IHT, property, and owner-managed business owners drawing money out of their companies. There's supervision and training of juniors too.

What they're looking for:

• CTA, ATT, or ACA/ACCA with a strong personal tax background
• Solid self assessment experience in practice
• Confident dealing directly with clients
• Experience reviewing work, or ready to step up to it

For a proper conversation about the firm and the role, contact Lydia at ProTalent.