Personal Tax Advisor – Accountancy Practice | Kingston upon Thames | £45,000 - £55,000 (DOE)
TPF Recruitment are proud to be supporting an established, independent accountancy practice in their search for a talented Personal Tax Advisor to join their Kingston upon Thames office.
Are you a personal tax professional looking for that next step where you can really make an impact and help shape the future of a tax department? Do you enjoy working closely with entrepreneurial clients, offering bespoke advice and solutions that make a real difference?
If so, this could be the ideal opportunity for you.
About the Firm:
This is a forward-thinking and growing accountancy practice with a client base made up largely of small and medium-sized businesses. This role is primarily based in their Kingston office, with hybrid flexibility (3 days office, 2 days remote). The business is built on a strong foundation of technical excellence, client care and a collaborative culture.
The Opportunity:
You’ll be joining as a Personal Tax Advisor, reporting directly to a partner and taking on a key role in developing and leading the personal tax function over time. It’s a role with plenty of autonomy, scope to grow into a leadership position, and real influence over how the department evolves.
You’ll be working closely with company directors and sole traders, providing high-quality tax compliance and advisory services. There’s a real mix of interesting clients and complex work here, including plenty of tax planning opportunities.
What You’ll Be Doing:
1. Managing a varied personal tax portfolio of 150-200 clients
2. Preparing and reviewing self-assessment tax returns, including complex cases
3. Handling P11Ds and ad hoc tax queries
4. Spotting tax planning opportunities across income tax, CGT, property and inheritance tax
5. Providing advisory support to both personal and corporate clients
6. Supporting junior team members and reviewing their work
7. Liaising with partners, and proactively managing client deadlines and expectations
8. Occasionally travelling into the central London office for client meetings