Personal Tax Manager
6 months ago
Youwill be responsible for your client portfolio ranging from 250 300clients and be responsiblefor:
- Haveoversight of all personal tax clients across your allocatedportfolio.
- Beresponsible for all day to day tax compliance affairs of theclients in your portfolio ensuring professional standards are met.
- Identifyand consult with colleagues and the Tax Partner on complextechnical and risk matters whilst exercising judgement withinagreedparameters.
- Provideadvisory and planning service across CGT IHT andTrusts.
- Agreefees with clients for compliance and advisory work ensure timelyclient billings and cashcollection.
- Developprofessional relationships with clients and within thefirm.
- Supportjunior members of staff and review theirwork.
Requirements
- ACCA/ ACA / ATT or CTA qualified.
- Previousexperience within personal tax compliance and planning experience abonus.
- Solidexperience of working within an accountancypractice.
- Ideally5 years experience of working within PersonalTax.
- Excellentcommunicationskills.
Benefits
- dependenton experience and backgroundnegotiable.
- Studysupport ifrequired
- Ahighly competitive benefits package is also onoffer.
- Flexible/ Hybridworking.
- Parking
- Pleaseapply for the vacancy or contact Tristan Finch for a confidentialconversation.
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The Personal Tax Manager will be: ACCA, ATT, or CTA qualification.Significant experience in a tax role within a practice environment.Confidence in a client-facing role. Strong technical knowledge ofpersonal tax regulations and compliance. The ability to mentor andguide junior staff members. Excellent communication andinterpersonal skills.
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