Personal Tax Manager

Location: FavershamSalary: £40,000 - £60,000 (dependent on experience)Work Pattern: Hybrid

Are you a Private Client Tax professional looking for a role with a strong mix of compliance and advisory work?

Do you want to work with a varied client base including HNWIs, trusts, estates and family-owned businesses?

If you're looking to join a growing, specialist firm where you can genuinely add value, this could be the right move.

What's great about this Personal Tax Manager role?

• Strong blend of compliance and advisory work
• Exposure to HNWIs, trusts, estates and partnerships
• Opportunity to work with complex client structures including family companies
• Diverse client base across sectors such as rural business, landed estates, property and renewable energy
• Join a growing firm with a strong reputation in niche markets

Having experienced significant growth over the past decade, the firm continues to invest in its people and is now looking to strengthen its tax team further.

Your role as Personal Tax Manager

You will play a key role within the tax team, managing a portfolio of private clients while delivering both compliance and advisory services.

This is a proactive role where you will identify planning opportunities, advise on complex tax matters and support clients across a range of structures.

Day to day, you will:

• Manage a portfolio of private client tax cases
• Deliver both compliance and advisory services
• Advise on tax matters affecting HNWIs, trusts and estates
• Support clients involved in family companies and partnerships (trading, investment and mixed)
• Identify tax planning opportunities and potential risks
• Build strong client relationships and act as a trusted advisor
• Work collaboratively with the wider team to deliver high-quality service

What you'll need to succeed

• ACA and/or CTA qualified (or equivalent)
• Strong private client tax experience within practice
• Awareness of tax issues affecting HNWIs, trusts and estates
• Experience working with a range of business structures
• Proven ability to identify risks and opportunities for clients
• Strong technical knowledge and a proactive mindset

The package

• Competitive salary and pension
• Modern open plan offices, with free on-site parking
• 25 days holiday plus bank holidays
• Hybrid and flexible working
• Supportive team environment and ongoing development
• Opportunity to work closely with clients and develop advisory skills

If you're looking for a role where you can broaden your experience, work closely with clients and be part of a firm that is genuinely growing, get in touch with Danielle Daymond at Pro Finance directly. Interviews are being arranged shortly.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.