Personal Tax Specialist

2 days ago


East Liverpool, Ohio, United Kingdom Austin Fraser Full time

Job Overview:


The role offers a mix of compliance and advisory work, the chance to grow within a well-established team, and a path to developing your career further. With hybrid working available, you'll enjoy flexibility alongside professional development in a forward-thinking environment. As a Tax Manager, you will play a vital role in driving the success of our clients' personal tax practice. You will be responsible for managing a portfolio of clients, providing expert tax advice, and collaborating with the Tax Director to deliver top-notch service.About The Job Description

In this role, you will be responsible for delivering high-quality tax compliance and advisory services to our clients. You will work closely with the Tax Director to develop and implement tax strategies, identify planning opportunities, and ensure that deadlines and client expectations are met. You will also be responsible for mentoring and developing junior team members, sharing your knowledge and expertise, and staying updated on technical and market developments to provide the best client outcomes.

About The Requirements

We are looking for someone that can deliver high-quality tax compliance and advisory services, build strong client relationships, with proactive identification of opportunities for planning and advice, be an effective team collaborator and mentor/coach, offer sound financial and risk management, ensuring compliance with regulatory standards, have Technical Expertise: Strong personal tax knowledge, with an understanding of trusts and estates, Leadership Skills: Proven ability to mentor and manage team members, Communication: Excellent verbal and written skills for effective client and team interactions, Self-Motivation: Capable of managing your workload and thriving under pressure, Client Focus: Strong financial management skills with an emphasis on meeting client expectations, Ambition: A positive attitude and a desire to seek networking and business development opportunities, Qualifications: CTA qualified or equivalent (essential), and Experience: Demonstrated experience in personal tax compliance and advisory services, proven ability to manage client relationships, projects, and team dynamics, solid understanding of risk management and financial controls.

About The Benefits

This role offers a competitive salary of £60,000 - £80,000 per annum, depending on experience, as well as a range of benefits, including hybrid working, flexible working hours, and access to ongoing training and development opportunities. You will also be part of a dynamic and supportive team, with opportunities to progress your career further.


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