Personal Tax Senior Manager

Location: KT Area (Hybrid / Flexible Working Available)

Employment Type: Permanent, Full Time

Sector: Accountancy Practice / Tax

TPF Recruitment is delighted to be partnering with a fast-growing and highly regarded accountancy and tax advisory practice in Surrey to recruit a Senior Tax Manager.

This is an exciting opportunity to join a progressive and ambitious firm with a strong reputation for delivering practical, commercially focused advice to a diverse client base, including entrepreneurs, sole traders and growing businesses.

The firm offers a supportive, collaborative environment where individuals are given early responsibility, exposure to advisory work, and the opportunity to make a genuine impact as the business continues to grow.

This is a senior-level position offering a blend of portfolio management, technical oversight and advisory work, working closely with the Head of Tax and wider leadership team.

You will take ownership of a varied personal tax portfolio while also playing a key role in maintaining quality, improving processes and supporting the ongoing development of the tax function.

Key responsibilities will include:

• Managing a personal tax portfolio from start to finish, including client communication and overseeing tax return preparation and submission
• Reviewing tax returns and related work prepared by junior team members, ensuring accuracy and consistency
• Acting as a key point of contact for clients, building strong and long-lasting relationships
• Supporting new client enquiries and onboarding processes
• Providing practical income tax planning advice
• Preparing and advising on capital gains tax calculations and planning opportunities
• Supporting advisory projects, including disclosures, overpayment relief claims and other technical matters
• Managing HMRC correspondence and enquiries on behalf of clients
• Supporting the development and improvement of internal systems, processes and workflows
• Assisting with team coordination and workflow management across the tax department

The successful candidate will be:

• CTA qualified with strong experience in personal tax within an accountancy practice
• Technically strong, with proven experience reviewing work and maintaining high standards
• Confident in client-facing situations and able to communicate complex matters clearly
• Organised and process-driven, with a keen eye for improving efficiency
• Proactive, ambitious and commercially aware
• Comfortable handling both compliance and advisory work
• A collaborative team player who enjoys contributing to a growing business

• Salary in the region of £60,000 - £70,000, depending on experience
• Bonus scheme
• Flexible working arrangements, including hybrid options
• A supportive and forward-thinking team environment
• The opportunity to influence the direction and growth of the tax department
• Ongoing professional development and CPD support
• A clear pathway for progression into senior leadership, specialist roles or potential equity

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

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