Details:
- Job Type: Permanent
- Job Status: Full-Time
- Location: Worthing
- Date: 3 hours ago
Description:
Personal Tax Manager
High net worth clients | West Sussex (hybrid)
Location: West Sussex (hybrid)
Salary: Competitive, depending on experience
Contract: Permanent, full time
Focus: Personal tax compliance for HNW clients
If you enjoy the technical side of personal tax, know your way around a complex HNW return, and get a kick out of bringing juniors on, this one is worth a look.
ABOUT THE FIRM
My client is an integrated professional services group that brings wealth management, tax and legal advice together under one roof. That matters here. You won't be working in a tax silo. You'll sit alongside wealth planners and lawyers who look after the same families, so the advice is joined up and clients tend to stay for the long haul.
THE ROLE
This is a compliance-led Tax Manager role with your own portfolio of high net worth clients. You'll review and manage returns, keep a firm grip on deadlines, and be the person HMRC deals with when something needs sorting. There's some advisory project work too, but the heart of the job is making sure complex compliance is done properly and clients get excellent service.
WHAT YOU'LL BE DOING
Managing a portfolio of HNW personal tax clients and owning those relationships
Reviewing returns to a high standard and spotting the issues others might miss
Leading on HMRC correspondence and enquiries
Developing junior team members through review, feedback and coaching
Working closely with the wealth team on shared clients
Picking up ad hoc advisory projects alongside senior management
Keeping an eye on time, billing and recovery across your portfolio
WHO THIS WILL SUIT
CTA qualified or part-qualified, plus ATT
At least five years in personal tax, ideally with HNW clients
Confident reviewing complex returns and running your own client list
Able to explain technical points clearly, to clients and juniors alike
CCH experience is a bonus, as is an interest in AI-enabled tax tools
WHY IT'S WORTH A CONVERSATION
Hybrid working, so you can balance office time with focused days at home
A multi-disciplinary setup, so your clients get joined-up advice and you get broader exposure
A role that values your review and people skills as much as your technical knowledge
A route into advisory work alongside the compliance
GET IN TOUCH
The firm is expecting a strong response and may close the vacancy early. If this sounds like you, drop me a line for a confidential chat sooner rather than later.
Lydia Sinclair, ProTalent
(email address removed) | (phone number removed) | (url removed)