Personal Tax Manager

Job Opportunity: Tax Manager, Personal Tax

Location: Sutton, with hybrid working

Employment Type: Permanent, Full Time

Sector: Accountancy (General Practice)

TPF Recruitment is delighted to be supporting a highly regarded accountancy practice with the recruitment of a Tax Manager to join its growing Personal Tax team.

This is an excellent opportunity for an experienced Personal Tax professional to take on a senior position within a successful and forward thinking tax department. You will manage a varied portfolio of individuals and unincorporated businesses, taking responsibility for complex compliance work while also having the opportunity to become involved in high value advisory projects and bespoke tax planning.

Alongside managing client relationships and developing junior team members, you will play an important role in the continued growth and success of the wider tax service line.

About the Role

As Personal Tax Manager, you will take ownership of a substantial portfolio of clients, overseeing compliance processes, identifying advisory opportunities and providing a high level of technical and commercial support.

Your responsibilities will include:

• Managing a large portfolio of individuals and unincorporated businesses with varying levels of complexity.
  

• Overseeing the personal tax compliance cycle, including preparation, review, client communication and submission of tax returns to HMRC.
  

• Completing and reviewing complex personal tax compliance work to a high standard.
  

• Identifying tax planning opportunities and proactively discussing these with clients.
  

• Supporting the delivery of ad hoc advisory projects and bespoke tax planning reports.
  

• Leading client meetings and acting as a trusted adviser to individuals and business owners.
  

• Managing, mentoring and developing junior members of the tax team.
  

• Supporting internal technical training and sharing knowledge across the wider team.
  

• Working collaboratively with colleagues across different offices and service lines.
  

• Monitoring portfolio performance, including WIP, billing and debtors.
  

• Identifying opportunities to develop existing client relationships, generate new business and grow fee income.
  

Requirements

To be considered for this opportunity, you will ideally have:

• CTA qualification, although this is preferred rather than essential.
  

• Strong technical knowledge of personal tax compliance and advisory work.
  

• Proven experience managing a varied personal tax portfolio.
  

• The ability to identify tax planning opportunities and progress these independently with clients.
  

• Experience reviewing complex tax work and providing constructive feedback.
  

• Previous experience mentoring, managing or developing junior team members.
  

• Excellent organisational and communication skills.
  

• The confidence to build strong relationships with clients, colleagues and external professional contacts.
  

• A commercial mindset, with an interest in business development and growing client relationships.
  

Benefits

• 25 days' annual leave plus bank holidays.
  

• The option to purchase up to three additional days' holiday.
  

• Hybrid and agile working.
  

• Pension scheme.
  

• Death in service cover.
  

• Professional membership support.
  

• Paycare scheme, offering money back towards dental, optical and professional therapy costs.
  

• Dress for your Diary policy.
  

• Access to technical and professional development through platforms including Tolley's, Mercia, Croner-i and LinkedIn Learning.
  

• The opportunity to join a growing and ambitious firm with an established presence across London and the South East.
  

If you are an experienced Personal Tax professional looking for a senior role offering a combination of complex compliance, advisory work, team leadership and business development, we would be delighted to hear from you.

For further information, please contact Kourtney at TPF Recruitment on 01483 900 940 or [email protected] . All applications will be treated in the strictest confidence.

Refer a Friend

If you know someone who could be suitable for this opportunity, we would love to hear from them. As a thank you, for every candidate you refer who we successfully place in a permanent role, we will give you up to £500 in vouchers . ( Terms & Conditions apply ).