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Personal Tax Manager
2 months ago
As a leading firm within the industry, our client is dedicated to fostering partnerships with a diverse range of clients from entrepreneurs to multinational corporations. Together, they navigate the dynamic landscape of the business world, identifying opportunities and shaping a prosperous future.
As part of the personal tax team, the successful candidate will manage a portfolio of clients and oversee the work of junior team members. Reporting to the Tax Directors & Partners, the role involves managing and optimizing the performance of the personal tax department.
### Key Responsibilities:
* Manage client portfolios, ensuring their needs are met and maximizing revenue.
* Oversee the production and review of personal tax returns for both own portfolio and junior members.
* Actively participate in tax advisory work relevant to skill level.
* Plan, monitor, and review ad hoc tasks to ensure timely completion within set budgets.
* Conduct consultancy work and attend client meetings as required.
* Undertake ad hoc projects and research as necessary.
* Allocate and review tasks, ensuring appropriate training for trainees.
* Maintain up-to-date tax technical knowledge through continuous professional development.
### Requirements:
* CTA/ACA/ACCA/ATT qualified with consideration for QBE candidates.
* Minimum 2 years PQE.
* Previous experience managing a portfolio of personal tax clients within a firm of Chartered Accountants.
* Proficient in IT (Excel, Word, tax software) and possess strong communication skills.
* Demonstrated supervisory, organizational, and client-focused abilities.
* Strong problem-solving skills and ability to work well under pressure.
* Positive attitude and commitment to the firm's values.
### Benefits:
* Salary cira-dependent on experience and qualification status.
* Genuine Work-Life Balance.
* 33 days holiday (including bank holidays) plus optional additional days.
* Enhanced Succession Planning Program.
* Car Lease Scheme.
* Hybrid working scheme and flexible working hours.
If you are a skilled tax professional looking for a challenging role in a dynamic firm, please contact us for a confidential conversation.
We are keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and know that great candidates like you can introduce us to other equally brilliant people.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to \u00a3500 of Love2Shop vouchers. (Terms & Conditions apply).
ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.
We look forward to hearing from you.
