Pro Tax

Personal Tax Manager - Epsom

Pro Tax
England, Surrey, Epsom
£45000 - £55000 per annum + benefits
13 Sep 2019
13 Oct 2019
Harry Robins
Job Role
Qualification Level
Fully qualified, Newly qualified
Professional Membership
Seniority Level
Contract Type
Personal Tax Manager


£50,000 + benefits

Are you tired of the dreaded commute to London? Do you feel like just a number at your current firm?

This Personal Tax Manager opportunity is with a fantastic boutique Practice that was set up by two people from a reputable Top 15 Practice. Their goal was to provide the level of service and experience expected from a large practice at a cost which delivers value for money and the firm is now known as a viable alternative to some of the larger Practices. This company is a 4 Partner firm, 2 male 2 female, with 16 members of staff in total with business lines consisting of Tax, Audit & Accounts and Business Services. The firm has a strong reputation both locally and internationally with clients in Japan, Perth, Sydney and Singapore. The company prides itself on investing in every member of the team, helping them to develop their current and desired skill sets whether that be with technical aspects of the work or soft skills.

This Personal Tax Manager will be responsible for managing their own portfolio of Personal Tax clients including HNWIs, Trusts, owner-managers and some retirees, in addition to heading up the personal tax department and working with qualified personnel. This role will encompass dealing with planning as well as advisory and compliance matter. This is a hands-on position which requires the review of personal tax returns, together with the preparation of returns for a portfolio of clients dependent upon degree of complexity; reporting directly to Partners.

For a smaller Practice, this role offers some great benefits, coupled with a close family feel they have a very low staff turnover. Some of my personal highlights include:
  • Private medical insurance
  • Sociable office including Summer and Winter outings
  • 4 weeks holiday which goes up with service
  • Employer contributed pension scheme
  • Clear progression path to Partnership
  • All Partners have an open-door policy
  • Study support

In order to successfully obtain this Personal Tax Manager, position the candidate will need to have proven experience within the Personal Tax space within Practice, preferably with some leadership experience. In addition to this, the candidate should be at least ATT qualified and preferably CTA.

If this is of interest to you, please reach out today for more information and a confidential chat:

Tel: 02072 696355

Email: [email protected]

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.