Personal Tax Manager

Location: ChathamSalary: £65,000 to £80,000Work Pattern: Hybrid

Are you a Private Client Tax specialist looking for more flexibility in how you shape your role?

Do you want the option to focus on advisory, compliance or a blend of both?

Would you like to join a well-established regional firm where you can build long-term client relationships and influence growth?

If you are looking for autonomy, progression and high-quality private client work, this could be the right move.

What's great about this Private Client Tax Manager role?

• Flexibility to focus on advisory, compliance or a mixed portfolio
• Exposure to complex private client matters including Inheritance Tax, global mobility and share schemes
• Opportunity to play a visible role in business development and marketing initiatives
• Hybrid working, typically 3 days in the office and 2 from home
• Clear progression pathway within a growing Private Client team

This is a well-established regional firm with a strong presence across the South East. They combine technical expertise with a collaborative, people-focused culture and a long-term approach to career development.

The Private Client team works closely with individuals, families and business owners, delivering tailored advice across a broad range of tax matters.

Your role as Personal Tax Manager

You will manage a portfolio of complex private client work, ensuring high standards of compliance while also contributing to advisory projects.

You will collaborate with senior colleagues, build strong client relationships and play an active part in growing the Private Client offering locally.

Day to day, you will:

• Manage a portfolio of complex tax returns, ensuring full compliance
• Provide advisory support with a focus on Inheritance Tax and wider private client planning
• Support work in areas such as global mobility, share schemes and EIS
• Build and maintain strong client relationships
• Contribute to networking, internal referrals and marketing initiatives
• Support the growth of the team through thought leadership and publications
• Travel to other offices or client sites where required

What you'll need to succeed

• CTA qualified or equivalent qualification
• Strong experience managing complex private client portfolios
• Solid understanding of areas such as Inheritance Tax, global mobility and share schemes
• Strong communication skills and confidence building client relationships
• Commercial awareness and interest in business development
• Collaborative approach with the ability to take ownership of client matters
• A sector specialism would be advantageous but not essential

Just as importantly, you will be proactive, client-focused and motivated to play a visible role within a growing Private Client team.

The package

• Competitive salary and contributory pension
• Life assurance, income protection and health cash plan
• 25 days plus bank holidays, with the option to purchase additional days
• Hybrid and flexible working policies
• Private medical and critical illness cover
• Employee Assistance Programme and wellbeing support
• Clear progression routes and ongoing professional development
• Additional volunteering day and community initiatives
• Optional benefits including cycle to work and season ticket or vehicle loans

If you are ready for more ownership, clearer progression and a firm where you can genuinely make an impact, get in touch with Danielle Daymond at Pro Finance directly.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.