Personal Finance Manager

5 days ago


Preston, Lancashire, United Kingdom Agility Resoucing Full time

Preston-based Agile Resource Management is recruiting a Personal Finance Manager to bolster their Tax Department.

Job Summary:

  • Client allocation and management: assign and oversee a portfolio of personal tax clients.
  • Primary client contact: provide main point of contact for clients in relation to tax compliance.
  • Support functions: assist partners and accounts team with occasional queries.
  • Tax filing: prepare and submit self-assessment tax returns, adhering to compliance deadlines.
  • Billing oversight: manage billing process for the assigned portfolio.

Essential Skills:

  • Background in tax role within private practice.
  • Pro-activity in finding tax savings opportunities for clients.
  • Proficiency in IRIS software preferred but not necessary.
  • Candidates available for full-time or part-time positions welcome.

Work Environment:

* Estimated salary: £30,000+ per annum

* Comprehensive auto-enrolment pension plan.

Friendly office atmosphere and well-defined career advancement opportunities.



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