Personal Tax Manager

Your new company
My client is a boutique accountancy firm on the outskirts of Guildford, which offers full accounting services to their clients. A new opportunity is available due to an upcoming retirement of their Tax Manager. They are looking for someone who has the ability to manage a portfolio of clients and ensure compliance obligations are met in a timely manner. This is an excellent opportunity for someone to become a focal team member of the firm and lead from a tax perspective. This could appeal to someone who is looking for a change of pace from a larger firm, who seeks more work-life balance, would like to take ownership of a full portfolio, or step up from an assistant manager role, or potentially a return from maternity leave, or perhaps their final role before retirement.

Your new role
You will:

• Manage a portfolio of circa 450 personal tax clients
• Liaise with a mix of clients from directors of OMBs through to HNWIs
• Be supported by accountants within the firm who will prepare tax returns
• Review returns prepared by others
• Prepare the more complex returns
• Provide tax advice and tax planning as needed, including Capital Gains and Inheritance Tax
• Prepare P11d returns

What you'll need to succeed
You will be ACA, ACCA, CTA or ATT qualified or equivalent. You will have experience of managing a portfolio of clients, be able to review returns and provide advice to clients as needed.

What you'll get in return
You will receive a salary dependent on experience up to £75,000. Flexible working options available, with hybrid working of 3 days in the office and two at home.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call James Clark on 01256633150 or email

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