Accounts & Personal Tax Manager – Sutton, Surrey Full Time NEW

Important note:- Direct applications only are invited. Recruitment Agency approaches or CVs from agencies will NOT be considered) 

We are seeking an Accounts & Personal Tax Manager to work from our office in Sutton, Surrey.

At THP we pride ourselves on our ability to build long-lasting relationships with our clients.

As an established accountancy practice with over 40 trained specialists working out of four locations in London and Essex, our clients know they can rely on us for sound finance and business solutions.

Role Purpose

The Accounts & Personal Tax Manager is responsible for managing a portfolio of accounts and personal tax clients and undertaking / reviewing accounts work produced by the team. This includes oversight of limited company accounts, self-assessment tax returns, personal tax planning, and supporting high-net-worth individuals, directors, landlords, and sole traders. The role is 50% accounts focused, 50% tax.

Key Responsibilities:

Personal Tax Compliance and Advisory

• Manage and review a portfolio of self-assessment tax returns (SA100), including income tax, dividend income, rental income, partnership shares, capital gains, and residency matters.
• Ensure all filings are completed accurately and submitted by HMRC deadlines.
• Oversee P11D preparation, making sure benefits-in-kind are correctly captured.
• Maintain robust audit trails, working papers, and documentation in line with ICAEW quality requirements.
• Provide ad-hoc tax advice covering:
• Capital gains tax (disposals, main residence relief, share disposals)
• Inheritance tax basics (nil rate bands, lifetime gifting, relief awareness)
• Tax-efficient remuneration for directors/shareholders
• Residency and domicile considerations
• Property tax considerations for landlords.
• Support clients in understanding tax implications and planning opportunities.
• Liaison with HMRC as required.

Accounts Compliance

• Manage accounts preparation assignments for micro and small entities.
• Prepare and review statutory accounts in line with FRS 102 Section 1A and FRS 105, ensuring disclosures are accurate and compliant.
• Identify complex accounting issues and escalate appropriately.
• Prepare or review tax computations for companies, partnerships, and sole traders.
• Complete Company Secretarial work

Client Portfolio Management

• Act as main contact for day-to-day client queries providing clear explanations, proactive guidance and building strong long-term relationships.
• Liaison with third parties as required (HMRC, mortgage brokers etc).
• Plan workflow for the tax season and accounting deadlines, ensuring timely delivery.
• Monitor WIP, manage budgets and support billing.

Required Qualifications, Skills & Experience:

Essential

• Accountant qualified either through ICAEW/ACCA or by experience.
• Excellent interpersonal skills with the ability to build strong client relationships both internally and externally.
• Strong written and verbal communication skills.
• Ability to prioritise workload across multiple clients and deadlines.
• Experience managing accounts and personal tax portfolios within a UK accountancy practice.
• Sound technical knowledge of UK GAAP, self-assessment, CGT, benefits and director-level tax issues.
• High standards of accuracy, ethics, confidentiality and professional judgement.

Desirable

• Experience with accounting and tax software (e.g., Iris, Xero, FreeAgent, Bright Workpapers).