Personal Finance Manager

5 days ago


Witney, Oxfordshire, United Kingdom Curtis Recruitment Full time
Job Description:
Curtis Recruitment is recruiting for an experienced Personal Finance Manager to join their team at a leading accountancy practice in Witney. The successful candidate will be responsible for managing the financial affairs of individual clients, including providing expert tax advice and ensuring compliance with tax laws. This is an exciting opportunity for a skilled professional to take on new challenges and develop their skills within a dynamic working environment.

Main Responsibilities:
  • Manage a portfolio of private clients, including individuals, sole traders, partnerships, and small trusts
  • Prepare and review self-assessment and partnership tax returns
  • Calculate tax liabilities and identify tax planning opportunities

Tax Expertise:
The successful candidate will have extensive tax experience gained within a practice environment with strong knowledge of personal tax regulations. They will also possess good working knowledge of accounting and tax software. Additionally, they will be required to stay informed about changes in tax legislation and provide expert advice on personal tax matters. The ideal candidate will be passionate about tax, client service, and making a positive impact.

Salaries and Benefits:
This role offers a competitive salary of approximately £60,000 depending on experience. The company also provides opportunities for growth and development within a supportive working environment.

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