Tax Manager

📍 Worthing | Full-Time | Personal Tax & Trusts

We’re working with a well-established two-partner accountancy practice looking to appoint an experienced and technically strong Tax Manager. This is a key role within the firm, offering significant autonomy, client exposure, and the opportunity to oversee a substantial personal tax portfolio supported by an experienced assistant.

The position combines portfolio leadership, trust expertise, advisory work, and team supervision — ideal for someone who enjoys ownership within a close-knit practice environment.

What You’ll Do

Portfolio Management

• Manage a portfolio of approximately 720 personal tax clients

• Review and sign off self-assessment returns

• Ensure all compliance deadlines are met

• Oversee workflow planning and HMRC correspondence

Trust Taxation

• Prepare and/or review SA900 trust returns

• Advise on trust income tax, CGT, and relevant property regime matters

• Provide guidance on trust distributions

• Liaise with trustees and beneficiaries

Advisory Work

• Deliver personal tax planning advice across:

  • Income tax

  • Capital gains tax

  • Inheritance tax

  • Pensions and investments

• Identify planning opportunities within the portfolio

• Support Partners on complex advisory assignments

Team & Practice Contribution

• Supervise and support an experienced tax assistant

• Review technical work and provide training

• Help improve internal systems and efficiencies

• Maintain high client service standards

What We’re Looking For

• ATT and/or CTA qualified (CTA preferred)

• Minimum 5+ years’ post-qualified personal tax experience in practice

• Strong experience managing high-volume self-assessment portfolios

• Essential: proven trust taxation experience

• Experience handling HMRC enquiries

• Knowledge of IHT and CGT planning advantageous

• Highly organised with strong deadline management

• Confident reviewer and supervisor

• Commercially aware with an eye for advisory opportunities

• Comfortable working autonomously in a small practice

What’s on Offer

• Competitive salary depending on experience

• High level of autonomy and ownership

• Direct Partner exposure

• Support from an experienced tax assistant

• Stable, well-established practice environment

• Opportunity to influence systems and processes

Apply Today

If you’re an experienced personal tax specialist looking for a senior role with real ownership in a supportive independent practice, we’d love to hear from you.

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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.