At a Glance
- Tasks: Manage personal tax clients and deliver tailored tax advice.
- Company: Respected accountancy practice in Kent with a collaborative culture.
- Benefits: Competitive salary, ongoing professional development, and career progression.
- Other info: Supportive environment with exposure to diverse client portfolios.
- Why this job: Make a real impact for high-net-worth clients while advancing your career.
- Qualifications: CTA/ATT qualified or ACA/ACCA qualified with personal tax expertise.
The predicted salary is between 40000 - 60000 £ per year.
- Personal Tax Manager
- Job Type: Full-time, Permanent
- In this world nothing is certain but death and taxes. Benjamin Franklin
Are you an experienced personal tax professional looking to take the next step in your career with a forward-thinking accountancy practice?
Sheridan Maine is delighted to be recruiting on behalf of a highly respected firm of Chartered Accountants in Kent for a Personal Tax Manager.
This is an excellent opportunity to join a collaborative and progressive practice, managing a varied portfolio of clients while delivering both compliance and advisory services.
Working with high-net-worth individuals, business owners and families, you'll play a key role in providing tailored tax advice, identifying planning opportunities and building long-term client relationships.
As Personal Tax Manager, your responsibilities will include
- Managing a portfolio of personal tax clients, including high-net-worth individuals, directors and business owners.
- Overseeing the preparation and review of self-assessment tax returns.
- Delivering personal tax advisory services, including tax planning, inheritance tax, capital gains tax and succession planning.
- Identifying tax planning opportunities and providing commercially focused advice.
- Managing HMRC correspondence, enquiries and disclosures.
- Building trusted relationships with clients and acting as their first point of contact for personal tax matters.
- Supporting and mentoring junior members of the tax team.
- Keeping up to date with changes in UK tax legislation and ensuring clients receive proactive advice.
To be successful in this role, you will ideally have
- CTA qualified, ATT qualified with significant experience, or ACA/ACCA qualified with strong personal tax expertise.
- Previous experience in a personal tax role within an accountancy practice.
- Strong technical knowledge of UK personal taxation, particularly relating to high-net-worth individuals.
- Experience of both compliance and advisory work.
- A proactive approach with the ability to identify tax risks and planning opportunities.
- Excellent communication and relationship-building skills.
- Strong organisational skills with the ability to manage multiple deadlines.
What's on Offer
- Salary of £40,000-£60,000, depending on experience.
- Exposure to an interesting portfolio of high-net-worth individuals, business owners and private clients.
- Supportive, collaborative working environment.
- Ongoing professional development and genuine career progression opportunities.
If you're looking to join a respected accountancy practice where you can develop your expertise while making a real impact for clients, we'd love to hear from you.
You are required to be eligible to work in the UK full time without restriction.
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Personal Tax Manager in Chartham employer: Sheridan Maine London
Sheridan Maine London is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Central London. Employees benefit from extensive professional development opportunities, competitive remuneration, and the chance to lead impactful projects within a diverse client portfolio. Join us to be part of a forward-thinking team where your expertise will shape the future of tax advisory services.
