At a Glance
- Tasks: Manage personal clients' complex tax affairs and lead tax planning projects.
- Company: Join a top accountancy practice in Tunbridge Wells, known for its dynamic environment.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and a competitive salary of £55,000-£70,000.
- Why this job: Gain autonomy, career progression, and work-life balance in a supportive team culture.
- Qualifications: CTA and/or ATT/ACA/ACCA qualified with experience in personal tax within an accountancy practice.
- Other info: Both full-time and part-time applicants are welcome to apply.
The predicted salary is between 47000 - 65000 £ per year.
Henley-on-Thames, United Kingdom | Posted on 23/01/2026
TPF Recruitment is delighted to represent a prestigious independent firm of CharteredAccountants based in Henley-on-Thames. Our client is renowned for providing exceptional tax and financial advice to a diverse range of clients, setting a high standard in the industry.
We are currently seeking a talented and committed Personal Tax Manager to join this dynamic and growing team. This position offers a fantastic opportunity for an individual eager to advance their career with a leading local CharteredAccountancy firm.
Key Responsibilities
- Manage a portfolio of personal tax clients with precision and expertise.
- Efficiently handle all compliance matters.
- Prepare personal tax returns for your designated portfolio.
- Draft forms P11D and provide ad-hoc tax advice to clients.
- Participate in consultancy projects within the department, collaborating with tax Partners on share restructuring, EIS/SEIS, EMI’s, and other project-based tasks.
- Represent clients in dealings with HM Revenue & Customs, including managing inquiries.
Requirements
- ATT, ACA, ACCA or CTA qualification preferred, similar qualifications or substantial experience will also be considered.
- At least 3 years\’ experience in personal tax within a firm of chartered accountants.
- Proven experience managing a portfolio of personal tax clients.
- Strong understanding of personal tax principles and extensive practical experience.
- Familiarity with basic international tax issues, including domicile, remittance basis, and residency.
- Excellent communication skills, both verbal and written.
- Competitive salary circa £50,000 – £63,000, depending on experience and qualifications.
- Full study support (if required).
- Free parking.
- Early finish on a Friday!
- Friendly, supportive, and team-oriented work environment.
- Flexible working hours and hybrid working on offer.
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).
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Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed complex tax affairs in the past. Highlighting your experience with HNWIs and trusts will show that you’re well-suited for the role.
✨Tip Number 4
Consider reaching out to current or former employees of the firm on LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable during your interview preparation.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, compliance, and tax planning. Use specific examples from your previous roles that demonstrate your ability to manage complex tax affairs and lead projects.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your understanding of the role. Mention your qualifications (CTA, ATT, ACA, ACCA) and how they align with the firm's needs, as well as your interest in mentoring junior staff.
Highlight Relevant Experience: In your application, emphasise your experience with high-net-worth individuals and trusts. Discuss any specific projects you've led or significant challenges you've overcome in your previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the field of tax management.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also demonstrate your commitment to the role.
✨Showcase Your Experience
Prepare to discuss specific examples from your past roles that highlight your experience with complex tax affairs, particularly with high-net-worth individuals and trusts. This will help illustrate your capability to manage the responsibilities of the position.
✨Demonstrate Leadership Skills
As a Personal Tax Manager, you'll be expected to mentor junior staff. Be ready to share your experiences in leading teams or projects, and how you've supported the development of others in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and client management. This shows your genuine interest in the role and helps you assess if the firm aligns with your career aspirations.