Personal Tax Manager – Wealth Management
Location: Kings Hill, Kent
Salary: Competitive salary + benefits
Job Type: Full-time or Part-Time
Industry: Financial Services / Wealth Management / Taxation
Start Date: ASAP
Are you a skilled Personal Tax Manager looking for a flexible, part-time opportunity in Kent? Join a leading wealth management firm in West Malling and provide expert personal tax advice to a high-profile portfolio of high-net-worth (HNW) clients.
About the Company: This well-established and reputable wealth management business delivers a bespoke and holistic service to a prestigious client base. Due to continued growth, they are seeking an experienced Tax Manager to support their clients with personal tax compliance and advisory services, working closely with their in-house financial planning team.
Key Responsibilities:
1. Manage a portfolio of HNW clients, ensuring accurate personal tax compliance
2. Advise on a wide range of personal tax matters including IHT, CGT, residency and estate planning
3. Prepare and review self-assessment tax returns and associated filings
4. Liaise with HMRC and manage client correspondence efficiently and professionally
5. Stay up to date with current tax legislation and contribute to the firm’s advisory offering
Candidate Requirements:
6. CTA / ATT / ACA qualified (or qualified by experience)
7. Strong background in personal tax compliance and advisory
8. Experience working with HNW individuals, entrepreneurs, or private clients
9. Excellent interpersonal and communication skills
10. Highly organised with a confidential and professional approach
11. Looking for a part-time role with a strong work/life balance
What’s in it for you?
12. Competitive salary package
13. Flexible part-time working arrangements
14. Beautiful, modern offices in West Malling, Kent
15. Supportive team environment with high standards and a strong client focus
16. Work with an exclusive client base in a respected wealth management business
Apply now to take the next step in your personal tax career with a firm that values flexibility, expertise and client service.
Click apply and attach your most up-to-date CV.
Unfortunately, due to the high number of applications currently being received, only shortlisted candidates will be contacted.
Tagged as: ACA, ACCA, ATT, CTA, PersonalTax
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