Tax Planning Specialist

4 weeks ago


West Malling, Kent, United Kingdom TPF Recruitment Full time

TPF Recruitment, a leading accountancy practice recruitment agency, is seeking a highly skilled Tax Planning Specialist to join a renowned firm of chartered accountants based in Kent. This role would be ideal for a Tax Senior, Tax Supervisor, or Tax Manager looking to take on a hands-on position with a well-established firm boasting an excellent reputation.

The successful candidate will work in a standalone Tax Manager position with the support of a Partner above them and a team of accountants around them. Our client has been a prominent player in the Kent market for a long time, providing integrated advice to private clients and their businesses on all aspects of tax planning, business consultancy, and financial management.

Key Responsibilities:

  • The Tax Planning Specialist will oversee the planning and preparation of all personal tax returns and manage the full scope of personal tax compliance for a portfolio of approximately 200 clients.
  • Ensure high-quality service and advice are consistently delivered to clients within the portfolio.
  • Identify and recommend tax planning opportunities tailored to clients' needs.
  • Lead weekly planning and scheduling meetings to ensure efficient workflow and client service.
  • Manage, motivate, and supervise support staff, fostering a collaborative team environment.
  • Review work prepared by team members, ensuring accuracy and compliance with internal standards.
  • Handle ad-hoc tasks related to non-compliance issues as needed.
  • Maintain accurate time records and monitor performance against budgets and proposed fees.
  • Prepare and deliver presentations, proposals, and advice letters for clients, potential clients, and staff.
  • Write a monthly article for the website and social media to share insights and promote the firm's expertise.
  • Provide internal training to team members, supporting their professional development.
  • Stay current with tax legislation and best practices to ensure technical knowledge is up to date.
  • Contribute to the firm's overall practice development and growth initiatives.

Requirements:

  • ACA/ACCA/CTA/ATT Qualified with 3-5+ years' experience working within tax.
  • Able to work successfully with a highly functioning team.
  • An excellent communicator.
  • An organised, detailed worker who has a methodical, diligent approach to tax.

Benefits:

  • £50,000 - £65,000 dependent on experience and background, negotiable.
  • A highly competitive benefits package is also on offer.
  • Competitive benefits package.
  • Study support, if required.
  • Parking.
  • Please apply for the vacancy or contact Tristan Finch for a confidential conversation.


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