Personal Tax Manager

Why should a senior tax specialist have to choose between exceptional client work and genuine flexibility?

My client is offering a fantastic opportunity for an experienced and qualified Personal Tax Accountant to combine an excellent private client portfolio with the variety and technical exposure typically associated with a London firm.

From high-net-worth and ultra-high-net-worth individuals to high growth business owners, the portfolio offers interesting technical challenges, close client relationships and cross-border work.

All of this comes with full-time or four-day working, just two office days a week and a family-friendly culture—with a route towards partnership for those keen to progress.

The Role

The Personal Tax Accountant will take day-to-day ownership of personal tax compliance and client communication, from initial information requests through to preparing returns and dealing with HMRC.

Some cross-border work adds variety. Returns will be reviewed, and colleagues will be available for support, providing a balance between independence and collaboration.

Key Responsibilities The successful candidate will:

• Manage the client portfolio, coordinate information requests and keep Self Assessment work on schedule.
• Prepare personal tax returns and supporting calculations for review, then coordinate submission following approval.
• Explain tax positions clearly and liaise with HMRC over correspondence, queries and enquiries.
• Research technical questions, identify potential tax-planning considerations and discuss complex or cross-border matters with the reviewer.
• Keep up to date with relevant tax developments and apply that knowledge to client work.

Essential Skills

Applicants will need:

• CTA qualification and strong technical knowledge of UK personal tax.
• The ability to manage a personal tax portfolio with a high degree of independence.
• Clear client communication, careful attention to detail and sound judgement when unfamiliar technical questions arise.

Desirable Experience

Useful additional experience includes:

• Managing tax affairs for high-net-worth or ultra-high-net-worth individuals, financial services professionals or business owners.
• Handling cross-border personal tax matters.
• Demonstrating leadership, particularly where future progression towards partnership is of interest.

Benefits

• Full-time or four-day working is available, with hybrid working
• Private healthcare is fully paid after probation, along with enhanced pension contributions 
• The holiday package includes 25 days plus bank holidays, pro rata where applicable, with options to buy or sell leave.
• On-site parking and regular social events complement a flexible, family-friendly working environment.

Why Apply?

Progression does not have to follow one route.
For an experienced Personal Tax Accountant, this position offers the potential to work towards partnership. Candidates who prefer to remain at senior manager level are equally welcome.

The opportunity combines an established portfolio with the freedom to take on responsibility and support when it is needed.

Next Steps 

Interested candidates are encouraged to apply to TN Recruits today for a confidential discussion about this Personal Tax Accountant opportunity.

In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.

INDHF