Tax Manager Lead
2 days ago
About Cathedral Appointments Ltd
Cathedral Appointments Ltd Job DescriptionOur client, a well-established Chartered Independent Financial Planning firm based in Truro, is looking for an experienced Private Client Tax Manager to join their team.
About the Role
A Private Client Tax Manager will be responsible for managing a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services. This includes IHT planning, residence and domicile, and CGT advice. The ideal candidate will draft reports and letters, prepare self-assessment tax returns, CGT 30-day reports, and handle Trust and IHT compliance with ease.
Key Responsibilities
- Manage a portfolio of trust cases and high net-worth individuals, providing tax advice and compliance services.
- Draft reports and letters, prepare self-assessment tax returns, CGT 30-day reports, and handle Trust and IHT compliance.
- Maintain direct contact with clients, HMRC, solicitors, and other professional services firms to deliver excellent client service.
Requirements
- Hold ATT or CTA qualification (or equivalent) with up-to-date technical knowledge.
- Have previous experience in a tax compliance role and drafting reports.
- Understand compliance standards imposed by regulatory authorities for tax.
- Be organised and able to plan time efficiently to meet deadlines, particularly during the January tax return season.
Benefits
- Employer pension scheme.
- Cycle to work scheme.
- Client and employee referral bonuses.
- Employee assistance program.
- Virtual GP.
- Discounted shopping portal.
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