Personal Tax Supervisor

Town/City:City of London
Salary/Rate:£42,000 - £48,000
Job type:Perm
County:London
Sector:Finance & Accountancy Practice
Job ref:ERGPS32
Post Date:23. 05. 2025
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Meet Our Recruiter

Jimmy
Jimmy
Director - Public Practice & Transactional Finance

About the Role

📍 London (Hybrid) | Full-Time | Private Client Services

We’re looking for a proactive and technically strong Personal Tax Supervisor to join a growing team. You’ll manage a diverse client portfolio, supporting HNWIs, entrepreneurs, and globally mobile individuals with compliance and bespoke tax advice — while building your leadership and advisory credentials in a forward-thinking environment.


What You’ll Do

  • Oversee a portfolio of personal tax clients, ensuring deadlines are met

  • Prepare and review complex tax returns using CCH

  • Liaise with HMRC on client matters and manage tax enquiries

  • Support ad-hoc consultancy projects, including client letters and reports

  • Attend client meetings and provide clear, practical tax advice

  • Undertake technical research on issues such as remittance basis, CGT, IHT, and trusts

  • Identify new business opportunities within your portfolio

  • Monitor WIP and billing to ensure timely and accurate invoicing

  • Support junior team members and contribute to internal knowledge sharing


What We’re Looking For

  • CTA qualified with strong personal tax knowledge

  • Previous experience managing tax compliance cycles and client portfolios

  • Proficient in personal tax software (CCH preferred) and tax research platforms (Croner-i, LexisNexis)

  • Strong communication skills, both written and verbal

  • High attention to detail and excellent time management skills

  • Confident in a client-facing role, with the ability to build trust and rapport

  • Proactive mindset with a problem-solving approach

  • Evidence of continuous CPD and desire to keep developing professionally


What’s on Offer

  • Competitive salary

  • 25 days holiday + bank holidays

  • Hybrid working (London base)

  • Pension, health benefits, and CPD support

  • Collaborative team culture with progression opportunities

  • Exposure to high-quality advisory work


Apply Today

Join a tax team that values your expertise, supports your growth, and gives you space to make a real impact.
Know someone who fits the bill? Refer them and earn a reward (T&Cs apply).

Eco Recruitment Group is an equal opportunity recruiter. We welcome candidates from all backgrounds.
⚠️ Please ensure you meet UK right-to-work requirements before applying.

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