Personal Tax Manager

1 month ago

Witney, United Kingdom Curtis Recruitment Careers Full time

We are recruiting for a Personal Tax Manager, to join the team at our clients accountancy practice in Witney. The successful candidate will play a crucial role in managing the tax affairs of individual clients, including providing expert tax advice, ensuring compliance with tax laws, and delivering exceptional service to clients.

You will receive a competitive salary, depending upon experience and have the opportunity to grow within a supportive working environment. This role is offered as office based, however, there is scope for an element of hybrid working.

As Personal Tax Manager your responsibilities will be varied to include managing a client portfolio, tax compliance and reporting and strategic tax planning.

Client Portfolio Management:

  • Manage a portfolio of private clients, including individuals, sole traders, partnerships, and a small number of trusts
  • Prepare and review self-assessment and partnership tax returns
  • Calculate tax liabilities and identify tax planning opportunities
  • Handle client queries promptly and professionally
  • Correspond with HMRC as required
  • Liaise directly with clients to build strong relationships

Tax Compliance and Reporting:

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