Personal Tax Manager

3 days ago


Maidstone, United Kingdom Olivia Ruella Limited Full time

Small but highly-successful boutique firm of Accountants and wealth advisors now have a fantastic new opening for an office no 2 or personal tax manager.

This firm has a strong nucleus of key clients based in London and across the South-East and continues to grow organically at an accelerated rate.

This is a fantastic new opportunity at a senior leadership level. Key duties to include but are not limited to:

- The successful Personal Manager will be responsible for:

- The Tax Manager will plan and supervise the preparation of all personal returns together with managing all aspects of personal tax compliance for a portfolio of (200) clients
- Manage client portfolio to ensure a good quality of service / advice is given to clients
- Identify planning opportunities for clients
- Lead weekly planning and scheduling meetings
- Manage, motivate and supervise support staff
- Where appropriate review work prepared by other team members
- Liaise with professional bodies (ICAEW, ACCA, CTA) and suppliers / advisors
- Ad hoc non-compliance work as required
- Maintain time records and monitor performance against budget and proposed fees
- Prepare and conduct presentations/proposals and advice letters to clients, potential clients and staff
- Write monthly article for website/social media
- Internal (on the job) training of team members
- Keep technically up to date
- To contribute to the firm’s practice development

**Requirements**:
The Personal Tax Manager will be:

- ACA/ACCA/CTA/ ATT Qualified with 3-5+ years’ experience working within tax.
- Able to work successfully with a highly functioning team.
- An excellent communicator
- An organised, detailed worker who has a methodical, diligent approach to tax.

It is likely that the successful applicant will be formally qualified (or CTA qualified) with in excess of 7 years’ Practice exposure.

A clear communicator, strong team player and a clam disposition would also be helpful.

For further details on this or indeed a broad range of Practice option then please do not hesitate to contact Robin.



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