Personal Tax Manager - TPF Recruitment : Job Details

TPF Recruitment are currently working with a reputable, growing firm with a focus on supporting SMEs through high-quality compliance and forward thinking advisory services. Our client are looking to appoint a Personal Tax Manager to join its growing private client tax team. This role will focus on managing a varied portfolio of personal tax clients, delivering both compliance and advisory services, while supporting junior colleagues and contributing to the continued development of the firm’s tax offering.

Key Responsibilities:

• Manage and prepare personal tax returns for a broad client base, including landlords
• Review tax returns prepared by junior team members
• Handle correspondence with HMRC, including compliance checks and disclosure campaigns (e.g. Let Property Campaign, Worldwide Disclosure Facility, 60-day CGT reporting)
• Advise clients on upcoming liabilities and ensure timely communications
• Stay up to date with changes in tax legislation and implement relevant updates
• Monitor personal tax compliance across the team, ensuring deadlines and KPIs are met
• Provide tax planning advice across areas such as inheritance tax and residency
• Report regularly to the Tax Director and work collaboratively with other departments

• ATT, ACA or ACCA qualified, with CTA being desirable
• Minimum of 5 years' experience in a practice-based tax environment
• Proven ability to manage client relationships and deliver quality service
• Capable of working independently and meeting strict deadlines
• Strong written and verbal communication skills

• Salary of £50,000 - £65,000 per annum, depending on experience and qualification status
• 25 days annual leave plus bank holidays
• Office closure over Christmas
• Full study support towards CTA (if required)
• Hybrid working – 3 days in the office, 2 from home when settled
• Additional competitive benefits package

Please contact Joe Potter on (tel), (mob), , or via LinkedIn 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).