Tax Manager – Personal Team

Location: Hybrid / East Sussex, UK
job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Competitive salary

Affinia is the UK’s largest purpose‑led, purpose‑built Accountancy firm, focused on building stronger, more valuable relationships. With over 1,000 colleagues across the East, South East, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities.

We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines – Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery. Our team also offers in‑depth sector expertise across a number of sectors, ensuring our clients receive the best short‑to‑medium‑ and long‑term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations.

Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us.

In joining Affinia, you will be part of a growing, successful, forward‑thinking and dynamic tax department. This role involves significant leadership, strategic financial management, high‑level client relationship management, and driving growth for the Tax Service Line. It requires an experienced individual with knowledge of Personal Tax compliance processes and workflow. There is also ample opportunity to get involved in high‑value advisory work for a varied portfolio of individuals.

You will be involved in the delivery of ad hoc projects and the preparation of bespoke tax planning reports. A commercial mindset is key as you will need to play a role in business development, spotting opportunities for growth within existing clients and pitching for new business. As well as guiding and mentoring a team of tax staff, you will play a pivotal role in supporting the leaders of the Tax Service Line to deliver a strategic and successful approach.

We operate a hybrid working model, so you will split your time between the office, client sites when required, and from home when possible.

• Management of a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
• Management of the entire team’s compliance cycle, from overseeing the preparation of documents, subsequent reviews, advising clients directly of their tax positions and submission to HMRC.
• Complete and review complex compliance work to the highest of standards and using this touch point to continually identify tax planning opportunities for clients and subsequently pursue them.
• Line managing and mentoring of junior members of the tax team.
• Assisting with the internal tax training of staff within the team.
• Consistently act as an example to the staff around you and demonstrate the importance of integrity and high‑quality work.
• Working collaboratively with staff across all our office locations to constantly improve our compliance processes and ensure we continue to be at the cutting edge of tax technology enabling efficient delivery of quality tax work.
• Promote the Tax Service Line across the group and assist teams in other locations with tax matters.
• Supporting both leaders of the business and the wider tax team with ad hoc advisory work, including the initial scoping of projects, providing fee quotes, and assisting with the delivery of high‑quality tax reports.
• Building and maintaining key relationships with clients and other professional third parties.
• Leading client meetings with complex clients and acting as a trusted advisor to them.
• Working in tandem with staff from other service lines to ensure a ‘joined‑up’ approach.
• Continually monitoring key KPIs across your portfolio and the team such as WIP, billing and debtors and ensuring our functions operate in a profitable manner.
• Drive new business opportunities across the client base and…