Private Client Tax Manager

TPF Recruitment; Tunbridge Wells; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A prestigious firm of chartered accountants is seeking a Manager to join their team near Lamberhurst, Kent. The role involves managing a diverse portfolio of high-net-worth clients, providing both compliance and advisory services. Candidates qualified with ATT, ACA, ACCA, or CTA are invited to apply. Enjoy a competitive remuneration package with a focus on work-life balance and excellent benefits.

Benefits

25 days holiday + bank holidays

Parking

Death in Service

Qualifications

• Qualified with ATT/ ACA/ ACCA/ CTA.
• Significant private client/personal tax expertise required.
• Experience managing a portfolio of clients is necessary.

Responsibilities

• Manage a portfolio of clients, serving as the first point of contact.
• Provide advisory and compliance services alongside Partners.
• Lead client meetings and manage junior staff.

Skills

Private client expertise

Personal tax expertise

Compliance expertise

Advisory expertise

Business development

Education

ATT

ACA

ACCA

CTA

Job description

Lamberhurst, United Kingdom | Posted on 04/06/2025

TPF Recruitment is supporting a highly successful firm ofchartered accountants based near Lamberhurst in Kent, near East Sussex. Ourclient is a well-established and highly reputable chartered accountancypractice that has a phenomenal reputation for their tax work across Kent, London,and the Southeast. This practice has been built with highly competent andexperienced tax professionals from a range of backgrounds and poses a superbopportunity to join a market-leading practice that offers excellent exposureacross a range of national and international clients including UHNWI's, HNWIs, Trusts & Estates,Directors & Entrepreneurial clients. This position will be built around thecandidate’s experience and aspirations, and mixed tax Managers are equally ofinterest for a mixed or potential corporate-focused opportunity.

As a manager within this team, you will be allocated a portfolio of clients to suit yourexperience, being their first point of contact and responsible for providingadvisory and compliance services, working closely with the Partners.Youwill be an important part of the management team, providing technical supportto Partners, leading client meetings, ad-hoc specialist projects, managingjunior staff, and delegating work. You will also have the opportunity to beinvolved in business development activities too, should you wish.

The successfulindividual will be rewarded with an excellent remuneration and benefitspackage, competitive with Top 10, Big 4 organisations in the London market, anda superb work-life balance including hybrid working.

Requirements

• ATT/ ACA/ACCA/CTA Qualified
  
• Significant private client/ personal tax expertise
  
• Experience in managing a portfolio of clients
  
• Compliance & Advisory expertise - role can be tailored to suit the individual
  
• This position will be built around the candidate’s experience and aspirations, and mixed tax Managers are equally of interest for a more corporate-focused position.
  
• £50,000 - £70,000 dependent on experience, qualification and background, negotiable.
• 25 days holiday + bank holidays
• Parking
• Death in Service + More
• Please apply for the vacancy or contact Tristan Finch for a confidential conversation.