Personal Finance Manager

4 days ago


Grays, Thurrock, United Kingdom Bennett and Game Recruitment LTD Full time
Job Description

We are seeking a highly experienced and reputable Personal Tax Manager to join our team at Bennett & Game Recruitment LTD. This medium-sized practice boasts a high staff retention rate and offers a competitive salary, hybrid working, 25 days holiday, business travel, auto pension enrolment, and sick pay of 20 days.

This role provides an excellent opportunity to work with a growing firm that consistently looks to expand its operations. As a Personal Tax Manager, you will be responsible for managing a portfolio of 300-350 personal tax returns and other ad-hoc tax advice for clients.


Responsibilities:
  • Manage Tax Returns - Review and manage personal tax returns and other tax filings prepared by the team, ensuring all submissions are accurate and compliant.
  • Provide Tax Advice - Provide tailored tax planning advice to clients and advise them on the implications of tax changes and opportunities for tax efficiency.
  • Client Relationships - Manage a portfolio of clients across different industries, attending client meetings, visiting clients, and acting as the main point of contact for any tax-related queries.
  • Stay Current - Stay current with changes in tax legislation and regulations.
  • Mitigate Risk - Identify and mitigate tax risks for clients.
  • Develop Strategies - Develop and implement tax planning strategies.
  • Lead Team - Supervise and mentor junior staff, ensuring their development and progression, and direct the team towards company targets and goals.
  • Collaborate - Work closely with other departments, including accounts and audit teams.
  • Improve Services - Identify and implement opportunities to improve the firm's tax services and develop the portfolio.

Requirements:
  • Qualifications: QBE, ACCA, ACA, FCCA, ICAEW, CTA, or equivalent.
  • Experience: Minimum of 5 years' experience in a practice environment, with an excellent understanding of personal tax and corporate tax.
  • Citizenship: UK Citizen with no requirement for sponsorship.
  • Communication Skills: Well-spoken, polite, professional, personable, and ambitious individual required.

Benefits:
  • Salary: Up to £80k dependant on experience.
  • Hybrid Working: Split between 2 days WFH and 3 days in office.
  • Flexible Working Hours: Standard hours of 9-5 with 1 hour lunch.
  • Holidays: 25 days + bank holidays.
  • Pension Entitlement: Auto-enrolment.
  • Business Travel Expenses: Covered.
  • Sick Pay Entitlement: 20 days.


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