Ref: J2320

Salary: Market related

Location: Orpington, Greater London, England

Type: Permanent

Market: Public Practice

Grafton Banks Finance is delighted to be working with one of Kent's largest accountancy practices. Our client is currently looking to recruit a Personal Tax Manager.

Role responsbilities include:

  • To contribute to the efficient and successful delivery of tax services to the client.
  • Build and maintain tax relationships with clients and provide high levels of client service.
  • Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations.
  • Assisting the Director and Partners with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken.
  • Responsible for day‐to‐day client liaison.
  • Maintaining a portfolio of private clients, ensuring that all aspects of their affairs are dealt with accurately and timely.
  • Assisting clients with their wider tax compliance obligations.
  • Support, advise, coach and motivate team members when required and ensure they fulfil their responsibilities.
  • Assist with succession planning and knowledge sharing within the team to ensure adequate cover for all roles at all times.
  • Ensure all personal targets are met or exceeded.
  • Ensure departmental targets are reached or exceeded in relation to:
    1. Production
    2. Fees
    3. Margin (Recovery).
  • Commercially manage and develop own client portfolio.
  • Ensure clients are always kept up to date with relevant technical and industry developments.
  • Proactive marketing and generation of new work i.e. seek out new work from clients, partners and staff in both offices and market services of tax teams.
  • Attend networking and other events to help promote the business.
  • Assist or deliver presentations or pitches to clients or potential clients as required.

Your profile will be similar to the following:

  • CTA qualified.
  • Experience working in practice.
  • Strong technical skills and keen to develop further.
  • Experience of dealing confidently with a variety of personal clients.
  • An outgoing approach with the ability to build strong relationships both internally and with clients.
  • Enthusiastic, positive and willing attitude to work.
  • Excellent written and verbal communication skills.
  • Diligent, accurate and hands on approach to work.
  • Client focus and commercial awareness.
  • Project management skills to plan and prioritise work to meet deadlines.
  • Maintain adequate CPD in all areas of tax.
  • Flexible approach during busy periods.
  • Some experience in dealing with Inheritance Tax and Trust issues.

Apply for Job

For further information please contact Ryan Leggett on 01622 584 334, or email

Picture of Ryan Leggett

Ryan Leggett

Apply for this job

Your Name:
Daytime phone:
Upload your CV:
Formats accepted: .doc .docx or .pdf and under 10MB file size.
Contact consent:

Grafton Banks Finance are here to help you further your career. Upload your CV now.