Tax Specialist
2 days ago
Curtis Recruitment is seeking an experienced Personal Finance Manager to join their team at a leading accountancy practice in Witney. The successful candidate will play a key role in managing the financial affairs of individual clients, including providing expert tax advice and ensuring compliance with tax laws. This is an excellent opportunity for a motivated individual to grow within a supportive working environment.
Key Responsibilities:
Manage a portfolio of private clients, including individuals, sole traders, partnerships, and small trusts
Prepare and review self-assessment and partnership tax returns
Calculate tax liabilities and identify tax planning opportunities
Tax Compliance and Reporting:
Ensure accurate and timely preparation of personal tax returns
Assist with ad-hoc advisory work as needed
Tax Planning and Strategy:
Provide expert advice on personal tax matters
Develop innovative tax planning strategies
Stay informed about changes in tax legislation
Advise clients on areas such as capital gains tax and property tax
Requirements:
Preferably qualified CTA or ATT, although candidates with other accounting qualifications and exceptional experience will be considered
Extensive tax experience gained within a practice environment with strong knowledge of personal tax regulations
Good working knowledge of accounting and tax software
Be passionate about tax, client service, and making a positive impact
Benefits:
This role offers a competitive salary of approximately £60,000 depending on experience, along with opportunities for growth and development within a supportive working environment. The company culture values employee well-being and encourages a healthy work-life balance.
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