Enable job alerts via email!

Compliance role - Assistant Tax Manager / Tax Manager - Personal Team

First 2 Recruit

Harrogate

On-site

GBP 40,000 - 70,000

Full time

30+ days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Benefits

Agile Working
Flexibility
Dynamic Workload
Potential for Progression

Qualifications

  • Strong experience in a personal tax role, ideally as Manager or Assistant Manager.
  • Professional qualification such as CTA, ACA, or ICAS is essential.

Responsibilities

  • Manage a portfolio of high-net-worth private clients, ensuring compliance and advisory needs.
  • Supervise and review the work of junior staff while assisting with tax-related projects.

Skills

Personal Tax Experience
Portfolio Management
Tax Compliance
Interpersonal Skills
Problem Solving
Computerised Accounts Software

Education

A Level or Equivalent
Degree Level or Equivalent
Professional Qualification (CTA/ACA/ICAS)

Tools

CCH Central

Job description

Our client in Harrogate is looking for an Assistant Tax Manager and Tax Manager for their Personal Tax Team.

The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity asManager or Assistant Manager.

The role

The successful applicant will need to be a strong and ambitious portfolio manager responsible for their own portfolio of high-net-worth private clients dealing with everything from compliance to advisory needs. Reporting will be to the Partners, Director and Senior Manager. You will also be required to assist with the management of the group including supervising and reviewing the work of junior staff.

The role includes managing all the related and complex aspects of the tax affairs of a variety of high-net-worthprivate clients, including non-UK Doms. Experience of internationally mobile individuals and employees, residence and domicile, including the statutory residence test and the remittance basis would be very useful.

There is also the opportunity to become involved with other tax related projects outside of the individual’s normal portfolio responsibilities, assisting in one-off tax advisory projects, writing articles or briefing notes for publications as well as assisting with other business development activities and presentations.

The role provides an excellent range of work for someone with a strong personal tax background wishing to broaden his or her experience.


The individual

  • The ideal candidate will be committed to a career in tax and will have relevant strong experience in a personal tax role and currently operating in the capacity as Manager or Assistant Manager.
  • Experience of running a tax compliance portfolio, including organising the delivery of work, problem solving and the ability to use your own initiative is essential, with the experience of sole trader accounts preparation and preparing computations from accounts being desirable.
  • Previous experience of using computerised accounts or tax packages is useful. The firm uses CCH Central.
  • The successful applicant will require confidence in dealing with partners and clients, excellent organisation and interpersonal skills, the ability to provide accurate work in a timely and cost-effective manner and comfortable at working under pressure to tight deadlines within an ambitious team.
  • With this role, come the pre-requisites that the candidate is motivated, committed and flexible with the ability to meet deadlines.
  • A natural team player is essential, with a positive and enthusiastic attitude.
  • Candidates should be educated to at least A level (or equivalent), ideally degree level(or equivalent) and will have obtained a relevant professional qualification i.e. CTA/ACA/ICAS (or equivalent)


The Department

Their personal tax team sits within their Private Wealth and Estates Group and is recognised in the market for its expertise in advising private clients and their businesses. Theyprovide a personal partner-led service, concentrating on personal and business finances. This deliberate focus is their strength; they do not try to be all things to all people. Instead they choose to specialise in looking after private clients, where theyhave real in-depth expertise and experience.

They have considerable experience in advising on international and cross-border issues. They use their diverse commercial experience to advise on the issues facing high net worth individuals today, such as the financing of business interests, maintenance, and passing on of wealth and the tax efficient streamlining of their affairs.
The office


Role reports to

Partners, Director and Senior Manager as appropriate.

Salary/benefits - snap shot below but there are many many more.....

  • They offer a dynamic and varied workload.
  • Agile working and flexibility.
  • Potential to progress within the organisation.
  • Market rate annual salary, depending upon experience.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973. First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.

This electronic message contains information that is confidential and termed "personal data" under the Data Protection Act 1998. This electronic message is intended for the use of the addressee(s) only. If you are not the intended addressee, any disclosure, copying, distribution or use of the contents of this message is prohibited and may be unlawful. Disclosure to any party other than the addressee, whether inadvertent or otherwise is not intended to waive privilege or confidentiality.

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs

Personal Tax Manager

TN United Kingdom

Leeds

Hybrid

GBP 45,000 - 65,000

10 days ago

Partnership Tax, Manager

PwC

Leeds

On-site

GBP 40,000 - 80,000

20 days ago

Tax Manager / Senior Manager (Equity and Reward)

Pro-Tax

Manchester

Hybrid

GBP 55,000 - 70,000

30+ days ago

Partnership Tax, Manager

TN United Kingdom

Leeds

On-site

GBP 40,000 - 70,000

20 days ago

Partnership Tax, Manager

PwC UK

Manchester

On-site

GBP 55,000 - 85,000

23 days ago

Personal Tax Manager

Saffery

Leeds

Hybrid

GBP 40,000 - 80,000

30+ days ago

Personal Tax Manager

Saffrey LLP

Leeds

On-site

GBP 40,000 - 80,000

30+ days ago

Personal Tax Manager

Pro-Tax

Manchester

Hybrid

GBP 45,000 - 55,000

30+ days ago

In House Tax Manager

Bruin

Manchester

On-site

GBP 40,000 - 60,000

30+ days ago