Personal Tax Accountant​/Manager

Position: Personal Tax Accountant / Manager
Job Opportunity:
Tax Manager

Location:

Weybridge, Surrey

Employment Type:

Permanent, Full Time

Working Pattern:
Hybrid, with a minimum of 3 days in the office

TPF Recruitment, the leading accountancy practice recruiters in the South, are delighted to be supporting a growing and forward-thinking independent accountancy practice with the recruitment of a Tax Manager.

This is an excellent opportunity for an experienced tax professional who is looking to take ownership of a varied personal tax portfolio while playing an important role in the development of the wider tax team.

The firm has a strong focus on client relationships, technology and continuous improvement, offering a modern working environment where individuals are encouraged to contribute ideas and develop their careers.

The Role

As Tax Manager, you will take responsibility for managing a diverse portfolio of personal tax clients, providing a high level of service and delivering proactive tax advice.

You will also coordinate the tax team, review work and support the development of junior members, while working closely with the accounts and bookkeeping teams to provide a joined-up service to clients.

Key responsibilities will include:

Managing a diverse portfolio of personal tax clients

Overseeing the preparation and submission of personal tax returns

Reviewing tax computations and ensuring work is accurate and compliant

Identifying tax planning opportunities and providing proactive advice

Managing client meetings, calls and advisory discussions

Acting as a trusted point of contact for clients and developing long-term relationships

Coordinating workloads and ensuring tax deadlines are met

Supporting billing and business reporting

Liaising with HMRC regarding enquiries, disclosures, investigations and compliance matters

Working closely with the accounts and bookkeeping teams to identify opportunities to add value

Reviewing and providing constructive feedback on junior team members' work

Supporting the training, mentoring and development of the wider tax team

Keeping up to date with changes in UK tax legislation and ensuring advice remains technically robust

Embracing technology and identifying opportunities to improve processes and efficiency

Requirements

The Ideal Candidate

The successful candidate will likely have:

CTA or ATT qualified

At least 5 years' post-qualification experience within an accountancy practice

Strong technical knowledge of UK personal taxation

Proven experience managing a portfolio of personal tax clients

Experience reviewing work and supporting the development of junior team members

Strong client relationship and communication skills

Experience dealing with HMRC enquiries and tax compliance matters

Good organisational and workload management skills

A proactive and commercially minded approach

Comfortable using Xero, Quick Books and other cloud-based practice software

An interest in technology, automation and improving ways of working

Benefits What's on Offer

Competitive salary dependent on experience

Flexible hours and hybrid working

Minimum of 3 days per week in the office

24 days' annual leave plus bank holidays

Additional day off for your birthday

Pension contribution

Phone allowance

Regular training and professional development

Opportunity to play a key role in a growing practice

Supportive and collaborative team environment

Opportunity to contribute ideas and influence how the practice develops

Excellent long-term career progression opportunities

For a confidential conversation about this opportunity, or other accountancy practice roles, please reach out to Kourtney Luckett on (phone number removed),  or via .

Refer a Friend...

We’re keen to remain the leading provider of top accountancy talent in the South East. To do this, we’re always looking to expand our network, and we know that great candidates like you can help us connect with other brilliant professionals.

If your friends, family or colleagues are considering a new opportunity and have relevant experience in accountancy or tax, we’d love to speak with them.

As a thank you, for every candidate you refer who we successfully place in a permanent role, we will give you £200 in Love2

Shop vouchers. (Terms & Conditions apply)