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Personal Tax Client Manager
4 months ago
Private Tax Client Manger Practice High Wycombe
About the Company:
Our client is a forward-thinking firm of the future who are currently looking for an individual to support the Directors with managing a portfolio of Personal Tax clients.
About the Opportunity:
This is an excellent opportunity for someone who is a strong team player looking to develop their career within an inclusive and progressive practice. The role offers good future career opportunities and development
About the Responsibilities:
Joining as personal tax client manager your role will involve:
- Running a varied portfolio supporting a Client Director including all aspects of client care from adhoc emails, compliance, billing and quoting for new services
- Managing personal tax work including compliance and advisory as required within specified budget timescale
- This role has the opportunity for a 30% Accounts split if the candidate also has experience of FRS 105 / FRS 102 1A accounts.
About the Applicant:
As the successful applicant, you will:
- Have a minimum of 3 years post qualified (or QBE) experience working primarily in Personal Tax with experience of managing a portfolio.
- Have impeccable verbal and written communication skills and keep client service at the heart of what you do.
- Have managerial experience working in practice under UK Standards
- Have experience of specialist personal tax advisory
- Be able to drive and access to a vehicle
- Assist with the training and development of junior team members
Preferred (but not essential):
- Experience of the following software packages: Iris, Sage, Xero and other Cloud packages
- ICAEW, ACCA, ATT or CTA Qualification
- Trust tax, Capital Gains tax and Inheritance tax experience is preferred but consideration will be given to candidates who have a desire to train in these areas.
About the Benefits:
- Ultra-competitive salary per annum plus pension contributions
- Great career development within a supportive training centre practice
- Flexi-time
- Great package including private medical insurance
- Modern open plan offices with free refreshments
