Personal Tax Manager - HNW Clients

ProTalent Limited; Worthing; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

ProTalent Limited is seeking a Personal Tax Manager in West Sussex on a hybrid basis. You will manage a portfolio of high net worth clients, review complex returns and lead on HMRC correspondence while coaching junior team members.

The role combines compliance focus with advisory opportunities within a multi-disciplinary wealth team, offering a collaborative environment and clear progression for an experienced personal tax professional.

Qualifications

• CTA qualified or part-qualified with ATT.
• At least five years in personal tax, ideally with HNW clients.
• Confident reviewing complex returns and running your own client list.

Responsibilities

• Managing a portfolio of HNW personal tax clients and owning those relationships.
• Reviewing returns to a high standard and spotting the issues others might miss.
• Leading on HMRC correspondence and enquiries.
• Developing junior team members through review, feedback and coaching.
• Working closely with the wealth team on shared clients.
• Picking up ad hoc advisory projects alongside senior management.
• Keeping an eye on time, billing and recovery across your portfolio.

Skills

HNW tax experience

Review complex returns

Mentor juniors

Client communication

Education

CTA with ATT

Tools

CCH Experience

AI-enabled tax tools

Job description

Personal Tax Manager

High net worth clients | West Sussex (hybrid)

Location: West Sussex (hybrid)
Salary: Competitive, depending on experience
Contract: Permanent, full time
Focus: Personal tax compliance for HNW clients

If you enjoy the technical side of personal tax, know your way around a complex HNW return, and get a kick out of bringing juniors on, this one is worth a look.

ABOUT THE FIRM

My client is an integrated professional services group that brings wealth management, tax and legal advice together under one roof. That matters here. You won't be working in a tax silo. You'll sit alongside wealth planners and lawyers who look after the same families, so the advice is joined up and clients tend to stay for the long haul.

THE ROLE

This is a compliance-led Tax Manager role with your own portfolio of high net worth clients. You'll review and manage returns, keep a firm grip on deadlines, and be the person HMRC deals with when something needs sorting. There's some advisory project work too, but the heart of the job is making sure complex compliance is done properly and clients get excellent service.

WHAT YOU'LL BE DOING

• Managing a portfolio of HNW personal tax clients and owning those relationships
• Reviewing returns to a high standard and spotting the issues others might miss
• Leading on HMRC correspondence and enquiries
• Developing junior team members through review, feedback and coaching
• Working closely with the wealth team on shared clients
• Picking up ad hoc advisory projects alongside senior management
• Keeping an eye on time, billing and recovery across your portfolio

WHO THIS WILL SUIT

• CTA qualified or part-qualified, plus ATT
• At least five years in personal tax, ideally with HNW clients
• Confident reviewing complex returns and running your own client list
• Able to explain technical points clearly, to clients and juniors alike
• CCH experience is a bonus, as is an interest in AI-enabled tax tools

WHY IT'S WORTH A CONVERSATION

• Hybrid working, so you can balance office time with focused days at home
• A multi-disciplinary setup, so your clients get joined-up advice and you get broader exposure
• A role that values your review and people skills as much as your technical knowledge
• A route into advisory work alongside the compliance

GET IN TOUCH

The firm is expecting a strong response and may close the vacancy early. If this sounds like you, drop me a line for a confidential chat sooner rather than later.

Lydia Sinclair, ProTalent
[e-mail] | 01273 491 852 | ProTalent.eu