Personal Tax Manager - HNW Clients

Pro-Talent; Worthing; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Job summary

Pro-Talent is recruiting a Personal Tax Manager in West Sussex with a focus on high net worth clients. You will manage a dedicated portfolio, review complex returns and ensure deadlines are met, while advising and coaching junior staff.

The role combines compliance-led work with advisory projects, operating in a multi-disciplinary environment alongside wealth planners and lawyers. Hybrid working is offered, with strong client-facing opportunities.

Qualifications

• Five years' experience in personal tax, ideally with high net worth clients.
• Confident reviewing complex returns and running your own client list.
• Able to explain technical points clearly to clients and juniors alike.
• Experience handling HMRC correspondence and enquiries.

Responsibilities

• Manage a portfolio of HNW personal tax clients and own those relationships.
• Review returns to a high standard and identify issues others might miss.
• Lead on HMRC correspondence and enquiries on cases.
• Develop junior team members through review, feedback and coaching.
• Work closely with the wealth team on shared client matters.
• Take on ad hoc advisory projects alongside senior management.
• Monitor time, billing and recovery across your portfolio.

Skills

CTA qualification

ATT

Client management

Reviewing returns

HMRC correspondence

Coaching juniors

AI-enabled tax tools

Education

CTA qualification

ATT qualification

Tools

CCH

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