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Financial Accounting and Tax Manager
2 months ago
Job Type: Permanent
We are seeking a highly skilled Personal Tax Manager to join our growing North Yorkshire office. As a key member of our team, you will be responsible for managing the compliance process, administering the portfolio, and assisting with planning and projects. You will also supervise and review the work of junior staff, ensuring high-quality output and contributing to the success of our team.
Ongoing training and development opportunities will be provided, including attendance at our annual tax conference and internal/external training sessions. This is a challenging and interesting client-facing role that offers a diverse range of work for someone with a tax background looking to build on their experience.
The Role- Identification of planning opportunities
- Completion of self-assessment tax returns for wealthy individuals, partnerships, and trusts
- Completion of associated tax computations, including calculations of capital gains on securities, chattels, and property transactions
- Completion of trust and estate tax returns
- Management of the tax affairs of high net worth private clients, including non-UK domiciliaries
- Ensuring technical competence and accuracy of the department's work through review
- Budgeting and financial management
- Adherence to statutory and other deadlines
- Meeting billing targets and monitoring time and recovery for the group
- Reporting back to partners and liaising extensively with clients on day-to-day compliance and planning issues
- Assisting the senior manager with the management of the group
- You will be committed to a career in tax and have similar experience in either a tax-focused or general practice role in a medium to large-sized firm.
- Experience in organizing the delivery of tax work, problem-solving, and using your own initiative.
- Experience of preparing computations from accounts and using computerized tax packages.
- Experience in advisory work or a strong desire to learn and be familiar with tax legislation.
- Experience in personal tax, trusts, or both, with a willingness to develop your knowledge.
Our North Yorkshire Tax department is a dynamic team of 20, including two private client Partners, the Director of Tax, three Senior Managers, three Managers, three Seniors, three Semi-Seniors, and five Trainees. We offer a varied mix of work, including clients such as owner-managed businesses, landed estates, and high net worth individuals.
The OfficeOur North Yorkshire office is located in modern, friendly offices with approximately 65 staff. We advise a wide range of commercial businesses, private individuals, and not-for-profit organizations across Yorkshire and the North East of England, with strong links to the professional and financial community of Leeds.
Salary and Benefits- 35-hour working week with flexibility around core hours of 10am-4pm
- Working from home allowance of £25 a month
- Eligibility for the firm's Profit-Sharing Plan, running from October to September each year
- Eligibility for the discretionary bonus scheme based on individual and firm performance
- Annual salary reviews in October
- Twenty-five days annual leave, increasing with length of service
- Flexible benefits programme allowing employees to buy or sell up to five days (35 hours) holiday a year
- Life assurance cover of four times salary
- Private Medical – entitled to join on successful completion of probationary period
- Contributory pension scheme (The firm will contribute 4% of salary on a matched basis)
- Access to additional benefits with preferential rates under the flexible benefit programme
