TPF Recruitment is working with a highly regarded professional services firm that is looking to appoint a Tax Manager to join its Private Client tax team.

This is an excellent opportunity for an experienced personal tax professional to take responsibility for a portfolio of high net worth individuals, with the role predominantly focused on personal tax compliance, client management and technical review.

You will oversee the delivery of high quality tax compliance work, act as a key point of contact for clients and HMRC, and provide technical support and guidance to more junior members of the team.

The Role

You will take responsibility for a portfolio of HNW clients, overseeing their personal tax compliance requirements and ensuring work is completed accurately and within statutory deadlines.

Your responsibilities will include:

• Managing and reviewing complex personal tax returns
• Taking ownership of a portfolio of HNW private clients
• Ensuring all compliance deadlines are met
• Building strong, long term relationships with clients
• Liaising with HMRC on behalf of clients, including dealing with enquiries where appropriate
• Keeping up to date with changes in tax legislation and communicating relevant developments
• Reviewing work completed by junior team members and providing technical guidance
• Supporting the development and training of junior colleagues
• Identifying opportunities for additional advisory work across the existing client base
• Supporting senior management with ad hoc advisory projects and technical queries
• Working closely with other areas of the business, particularly Wealth, to provide a joined up service to clients
• Monitoring your portfolio's time, profitability and billing

Although there will be some exposure to advisory work, this is primarily a personal tax compliance focused position.

Requirements

ATT qualified and CTA qualified or part qualified

Experienced in personal tax, with 5 years' experience or more

Strong technically across personal tax compliance

Experienced in preparing and reviewing personal tax returns

Comfortable managing your own portfolio of clients

Confident dealing directly with HNW individuals and HMRC

Well organised, commercially aware and able to manage multiple deadlines

Comfortable reviewing work and supporting the development of junior team members

Benefits

Competitive salary based on experience

Hybrid working

Opportunity to work with a portfolio of HNW private clients

Strong professional and technical development opportunities

A supportive team environment with genuine opportunities for progression

Exposure to wider professional services and Wealth teams

Please contact Mark Sitton on , , or via for a confidential conversation.

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