Personal Tax Manager/Senior Manager

TPF Recruitment Ltd; Sidcup; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangements

25 days annual leave + bank holidays

Company pension scheme

Professional membership support

Health cash plan

Job summary

TPF Recruitment Ltd is recruiting for an experienced Personal Tax Manager or Senior Manager to join the firm’s tax department in Sidcup, United Kingdom. The role covers personal tax compliance, high level advisory work, and leadership within a growing practice.

You will manage a substantial portfolio, provide proactive tax planning, mentor junior staff, and contribute to business development and client pitches. A flexible hybrid working approach is offered.

Qualifications

• Qualified ACA/ACCA/CTA is essential.
• CTA qualification is a strong plus.

Responsibilities

• Managing a substantial and varied portfolio of personal tax clients, including individuals, business owners and unincorporated businesses.
• Overseeing the personal tax compliance process, including preparation and review of self assessment tax returns.
• Providing high quality personal tax advice and pro-actively identifying tax planning opportunities.
• Leading and supporting personal tax advisory projects, including bespoke tax planning reports.
• Mentoring and developing junior tax team members with technical guidance.
• Reviewing complex personal tax returns and ensuring compliance with legislation and HMRC requirements.
• Building and maintaining strong client relationships as a trusted adviser on personal tax matters.
• Supporting business development activities and assisting with new client pitches.
• Collaborating with partners and other departments to deliver comprehensive tax service.
• Monitoring portfolio performance, WIP, billing, debtors and profitability.
• Contributing to internal process and tax technology improvements.
• Supporting strategic development and growth of the tax department.

Skills

Personal tax

Tax advisory

Client relationship management

Mentoring

Business development

Education

ACA/ACCA/CTA qualified

CTA advantageous

Job description

Sidcup, United Kingdom

TPF Recruitment is recruiting for a well established and growing firm of chartered accountants that is looking to appoint an experienced Personal Tax Manager or Senior Manager to join its successful tax department.

This is an excellent opportunity for an ambitious personal tax professional to take on a senior position within a forward thinking practice, offering a varied combination of personal tax compliance, high level advisory work, team management and business development.

The successful candidate will manage a substantial and varied portfolio of private clients, including high net worth individuals, business owners and unincorporated businesses, whilst playing a key role in developing the wider tax team and supporting the continued growth of the department.

The position offers plenty of autonomy, direct client contact and the opportunity to influence the future direction of the personal tax service.

Responsibilities

• Managing a substantial and varied portfolio of personal tax clients, including individuals, business owners and unincorporated businesses.
• Overseeing the personal tax compliance process, including the preparation and review of self assessment tax returns and associated filings.
• Providing high quality personal tax advice and proactively identifying tax planning opportunities across the client portfolio.
• Leading and supporting a variety of personal tax advisory projects, including the preparation of bespoke tax planning reports.
• Managing, mentoring and developing junior members of the tax team, providing technical guidance and constructive feedback.
• Reviewing complex personal tax work and ensuring compliance with relevant legislation and HMRC requirements.
• Building and maintaining strong relationships with clients, acting as a trusted adviser on personal tax matters.
• Supporting business development activities, identifying opportunities within existing clients and assisting with new client pitches.
• Working closely with partners, directors and colleagues across other departments to deliver a comprehensive service to clients.
• Monitoring portfolio performance, including WIP, billing, debtors and overall profitability.
• Contributing to the development of internal processes, systems and tax technology to improve efficiency and service delivery.
• Supporting the wider leadership team with the strategic development and continued growth of the tax department.
  

Requirements

• ACA, ACCA and/or CTA qualified, with CTA particularly advantageous.
• Significant personal tax experience gained within an accountancy practice.
• Strong technical knowledge of personal tax compliance and advisory matters.
• Previous experience managing a substantial and varied personal tax portfolio.
• Experience reviewing complex personal tax returns and identifying tax planning opportunities.
• Previous experience managing, mentoring or supervising junior tax professionals.
• Excellent communication skills, with the confidence to advise high net worth individuals, business owners and other senior stakeholders.
• A commercial approach, with an interest in business development and growing client relationships.
• Strong organisational skills and the ability to manage competing deadlines.
• A proactive, ambitious approach and an interest in contributing to the long term success of a growing tax department.
  

The successful candidate will join a progressive and supportive firm that places a strong emphasis on professional development, flexibility and career progression.

Benefits include:

• Competitive salary, dependent on experience.
• Hybrid and flexible working arrangements.
• 25 days annual leave plus bank holidays.
• Company pension scheme.
• Professional membership support.
• Health cash plan covering dental, optical and other healthcare costs.
• Comprehensive technical and professional development training.
• Access to leading tax research and training platforms.
• Dress for your diary policy.
• Excellent opportunities for career progression within a growing practice.