Personal Finance Manager

1 week ago


Grays, Thurrock, United Kingdom Bennett and Game Recruitment LTD Full time
Key Responsibilities

This position involves managing an extensive portfolio of 300-350 personal tax returns and other ad hoc tax advice for clients. The successful candidate will play a vital part in developing and increasing the firm's reach, expanding the portfolio.

  • Tax Compliance - Reviewing and managing personal tax returns and other tax filings prepared by the team, ensuring all submissions are accurate and compliant.
  • Tax Advisory - Providing tailored tax planning advice to clients, advising them on the implications of tax changes and opportunities for tax efficiency.
  • Technical Expertise - Staying current with changes in tax legislation and regulations.
  • Risk Management - Identifying and mitigating tax risks for clients.
  • Tax Planning - Developing and implementing tax planning strategies.
  • Collaboration - Working closely with other departments, including accounts and audit teams.
  • Strategy and Business Development - Identifying and implementing opportunities to improve the firm's tax services and develop the portfolio.


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