Personal Tax Manager / Senior Manager

TPF Recruitment Ltd; Upper Hockenden; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid and flexible working

25 days annual leave plus bank holiday

Company pension scheme

Death in service benefit

Professional membership support

Health cash plan

Technical training and development

Access to tax research platforms

Dress for your diary policy

Career progression opportunities

Job summary

TPF Recruitment is recruiting an experienced Personal Tax Senior Manager or Director for its well-established tax department. You will manage a substantial portfolio of private clients including high net worth individuals and business owners, delivering compliance, advisory work and client development.

You will lead and mentor junior staff, build strong client relationships and work closely with partners to shape the service strategy and growth of the department.

Qualifications

• ACA, ACCA and/or CTA qualified, CTA advantageous.
• Significant personal tax experience gained within an accountancy practice.
• Strong technical knowledge of personal tax compliance and advisory matters.
• Experience managing a substantial and varied personal tax portfolio.
• Experience reviewing complex personal tax returns and identifying tax planning opportunities.
• Experience mentoring or supervising junior tax professionals.

Responsibilities

• Managing a substantial and varied portfolio of personal tax clients.
• Overseeing the personal tax compliance process, including the preparation and review of self assessment tax returns.
• Providing high quality personal tax advice and proactively identifying tax planning opportunities.
• 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 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.

Skills

Excellent communication

Commercial mindset

Strong organisational skills

Mentoring experience

Client relationship building

Education

ACA/ACCA/CTA qualification

CTA advantageous

Job description

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

Benefits

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.

• Death in service benefit.

• 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.

• Please contact Tristan Finch on (phone number removed) or email (url removed)