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Personal Tax Manager

Job Posted: 15 days ago

Salary: £ 60,000 - 70,000 / Annum
Job Type: Permanent
Location: Worthing

Expire in: 13 days

Job Description

TPF Recruitment is supporting a well-established and highly regarded independent accountancy practice in Sussex in their search for a Personal Tax Manager to join their growing tax team. This is an excellent opportunity for an experienced personal tax professional to manage their own portfolio of clients while providing specialist advisory support across a broad range of personal tax matters.

The successful candidate will work closely with high-net-worth individuals, trustees, and private clients, delivering both compliance and advisory services. This role offers a collaborative working environment, strong career progression opportunities, and flexible working arrangements.

Role Overview

As Personal Tax Manager, you will be responsible for managing a varied portfolio of personal tax clients, including high net worth individuals, partnerships, and trusts. Alongside compliance responsibilities, you will also provide advisory support on a range of complex personal tax matters and support the wider tax and accounts teams when required.

This role is available on a full-time basis, although part time applications will be considered for the right candidate.

Key Responsibilities

Managing a portfolio of personal tax clients.

Preparing and reviewing self-assessment tax returns, partnership returns, capital gains tax returns, and trust and estate returns.

Providing advice on personal tax matters including residency, inheritance tax, trusts, and capital gains.

Supporting clients with HMRC enquiries and disclosures.

Mentoring and supporting junior members of the tax team.

Assisting other departments with personal tax related queries.

Building relationships within the local business community to support new client growth.

RequirementsCandidate Requirements

ATT and or CTA qualified, or ACA or ACCA qualified with strong personal tax experience.

At least five years experience advising clients on personal tax matters.

Experience with accounts, corporate tax, or indirect taxes such as SDLT would be beneficial but not essential.

Strong IT proficiency and excellent communication skills.

High attention to detail and strong organisational skills.

Ability to work independently while also contributing effectively within a team environment.

Benefits

Competitive salary and benefits package (£50,000 - £65,000)

Flexible working and work from home options with equipment provided.

A comprehensive wellbeing programme.

Group life insurance and healthcare benefits.

A strong social culture with regular team events.

35 days annual leave including bank holidays.

Ongoing professional development and career progression opportunities.

This is a fantastic opportunity to join a forward thinking and values driven accountancy practice that places strong emphasis on employee wellbeing, professional growth, and delivering exceptional client service.

Please contact Mark Sitton on (phone number removed),  , or via  for a confidential conversation.

Refer a friend...

We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (Terms & Conditions apply)

Before You Apply

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Bank details.
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Date of birth.

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