Tax Manager – Personal Team

Hollybank Trustees Ltd; Richmond; On-site; GBP 80,000 - 110,000; Full time

Benefits offered by this job

Auto enrolment Pension

Death in Service

Professional membership support

Paycare benefits

Agile/Hybrid Working

Dress for your Diary

Job summary

Affinia in Richmond, UK, is seeking an experienced tax professional to lead the Personal Tax compliance and advisory function within the Tax Service Line. You will manage a large portfolio of clients, oversee the team’s workflow and collaborate with colleagues across offices.

This hybrid role offers growth in advisory work, strong client relationships, and leadership responsibilities, with scope for business development and professional development opportunities.

Qualifications

• Strong tax technical knowledge and advisory experience.
• Ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• Ability to work autonomously and lead others.
• Excellent organisational skills.
• Ability to review others’ work and mentor junior staff.
• Ability to build rapport and develop relationships with clients and colleagues.

Responsibilities

• Lead a large portfolio of individuals and unincorporated businesses.
• Oversee the team’s compliance cycle and advise clients on tax positions.
• Identify tax planning opportunities and pursue them with clients.
• Line-manage and mentor junior tax staff; support training initiatives.
• Drive process improvements and stay at the cutting edge of tax technology.
• Lead client meetings and collaborate with other service lines to deliver joined-up service.
• Support business development and provide fee quotes for projects.
• Build and maintain key client relationships and contribute to growth.

Skills

Tax expertise

Tax planning

Portfolio management

Leadership

Organization

Mentoring

Relationship building

Job description

Location: Hybrid / Richmond, UK
job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Competitive salary

Affinia is the UK’s largest purpose‑led, purpose‑built Accountancy firm, focused on building stronger, more valuable relationships. With over 1,000 colleagues across the East, South East, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities.

We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines - Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery. Our team also offer in‑depth sector expertise across a number of sectors, ensuring our clients receive the best short to medium and long‑term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations.

Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us.

Location: Richmond, London or Sutton, Surrey as main base location with hybrid working.

Purpose of the role

In joining Affinia, you will be part of a growing, successful, forward‑thinking and dynamic tax department. This role involves significant leadership, strategic financial management, high‑level client relationship management, and driving growth for the Tax Service Line. The role requires an experienced individual of Personal Tax compliance processes and workflow. However, there is also ample opportunity to get involved in high‑value advisory work for a varied portfolio of individuals.

You will be involved in the delivery of ad‑hoc projects and the preparation of bespoke tax planning reports. Having a commercial mindset will be key as you will need to play a role in business development. This includes spotting opportunities for growth within existing clients and pitching for new business. As well as guiding and mentoring a team of tax staff, you will also need to play a pivotal role in supporting the leaders of the Tax Service Line in delivering a strategic and successful approach.

We operate a hybrid working model, so you will split your time between the office, client sites when required, and from home when you are able. We provide both technical/hard and ‘soft’ skills training through platforms such as Tolley’s, Mercia, Croner‑i and LinkedIn Learning.

Accountabilities

• Management of a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
• Management of the entire team’s compliance cycle, from overseeing the preparation of documents, subsequent reviews, advising clients directly of their tax positions and submission to HMRC.
• Complete and review complex compliance work to the highest of standards and using this touch point to continually identify tax planning opportunities for clients and subsequently pursue them.
• Line managing and mentoring junior members of the tax team.
• Assisting with the internal tax training of staff within the team.
• Consistently act as an example to the staff around you and demonstrate the importance of integrity and high‑quality work.
• Working collaboratively with staff across all our office locations to constantly improve our compliance processes and ensure that we continue to be at the cutting edge of tax technology enabling efficient delivery of quality tax work.
• Promote the Tax Service Line across the group and assist teams in other locations with tax matters.
• Supporting both leaders of the business and the wider tax team, with ad hoc advisory work, including the initial scoping out of projects, providing fee quotes, and assisting with the delivery of high‑quality tax reports.
• Building and maintaining key relationships with clients and other professional third parties.
• Leading client meetings with complex clients and acting as a trusted advisor to them.
• Working in tandem with staff from other service lines to ensure a ‘joined up’ approach.
• Continually monitoring key KPI’s across your portfolio and the team such as WIP, billing and debtors and ensuring our functions are operating in a profitable manner.
• Drive new business opportunities across the client base and liaise with senior staff with the engagement of new clients. Strive to maximise fee revenues and constantly add value.

Professional skills/qualifications

• Strong tax technical knowledge and advisory experience.
• A continued aspiration to further your skill set.
• The ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• The ability to work autonomously and lead others.
• Excellent organisational skills.
• The ability to review other people’s work and develop junior staff through clear and constructive feedback.
• The ability to build a rapport and develop strong relationships with clients, colleagues, and external stakeholders.

Core Benefits

• Auto enrolment Pension Scheme with True Potential
• Death in Service
• Professional membership support
• Paycare – claim money back for Dental / Optical / Professional Therapies
• Agile/Hybrid Working Policy
• Dress for your Diary Policy

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.