Personal Tax Manager

TPF Recruitment are proud to be working with one of the region’s most respected independent firms of chartered accountants, based in Beaconsfield, who are looking to recruit a Personal Tax Manager to join their collaborative and forward-thinking team.This is an excellent opportunity to join a business where innovation, flexibility, and people-first values come together. The firm is known for its commitment to staff development, inclusive culture, and high-quality client service. The Firm:With a heritage spanning over 100 years, this well-established firm has grown to over 90 team members and continues to maintain a strong presence in the market. Clients range from UK-based individuals to international clients.This is a firm that values its people just as much as its clients. You’ll find an open, progressive culture where there’s no dress code, no rigid hierarchies – just a supportive environment where new ideas and professional growth are encouraged.The Role:As a Personal Tax Manager, you’ll join a collaborative and high-performing tax team. You’ll take ownership of a private client portfolio and deliver a blend of compliance and advisory work, while playing an integral role in developing junior staff and contributing to departmental initiatives.

• Manage your own portfolio of private clients, primarily delivering self-assessment tax returns, as well as any associated advisory work.
• Provide high-level personal tax planning, including IHT, CGT, and Trust advice.
• Supervise and support junior team members in delivering work on your portfolio.
• Participate in departmental strategy, including training, development, and process improvement.
• Handle billing, WIP management, and ensure administration is up to date.
• Potential line management responsibilities, depending on experience.

• Salary circa £60,000 - £67,500 per annum, depending on experience and qualification status.
• ATT and/or CTA qualified.
• Strong technical knowledge in personal tax and associated planning.
• Proven experience supervising or managing team members.
• Comfortable managing client relationships.

Please contact Joe Potter on (tel), (mob), , or via LinkedIn for a confidential conversation. 

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