Personal Tax Assistant Manager

Michael Page; Cardiff; On-site; GBP 42,000 - 50,000; Full time

Job summary

A leading professional services firm based in Cardiff is seeking a Personal Tax Assistant Manager. This role involves managing a portfolio of personal tax clients, providing compliance and advisory services. The ideal candidate should have professional tax qualifications and strong client management skills. The position offers a competitive salary and a supportive working environment.

Benefits

Competitive salary ranging from £42,000-50,000 per annum

Opportunity to grow within the professional services industry

Supportive and collaborative working environment

Additional benefits to be confirmed

Qualifications

• Professional qualifications in tax or accountancy, such as ATT, CTA, or ACCA.
• Strong knowledge of personal tax regulations and compliance processes.
• Experience in managing a portfolio of personal tax clients.
• Excellent communication skills to liaise effectively with clients and colleagues.
• Proficiency in tax software and related IT systems.
• A proactive approach with strong problem-solving abilities.
• Keen attention to detail to ensure accuracy in all work.

Responsibilities

• Manage a portfolio of personal tax clients, ensuring compliance with relevant regulations.
• Prepare and review personal tax returns with accuracy and attention to detail.
• Provide tax advisory services, including planning and mitigation strategies.
• Act as the first point of contact for client queries, offering professional advice and guidance.
• Assist with HMRC enquiries and correspondence on behalf of clients.
• Work collaboratively with other departments to deliver a seamless service to clients.
• Keep up-to-date with changes in tax legislation and share knowledge with the team.

Skills

Knowledge of personal tax regulations

Client management

Communication skills

Problem-solving abilities

Education

Professional qualifications in tax or accountancy (e.g., ATT, CTA, ACCA)

Tools

Tax software

Job description

The Personal Tax Assistant Manager will support the tax department in managing personal tax compliance and advisory work. This role is based in Cardiff for a Top-20 firm.

Client Details

The company is a professional services provider operating within the tax sector. It is a well-regarded organisation with a strong presence in its field, offering tailored services to a wide client base.

Description

• Manage a portfolio of personal tax clients, ensuring compliance with relevant regulations.
• Prepare and review personal tax returns with accuracy and attention to detail.
• Provide tax advisory services, including planning and mitigation strategies.
• Act as the first point of contact for client queries, offering professional advice and guidance.
• Assist with HMRC enquiries and correspondence on behalf of clients.
• Work collaboratively with other departments to deliver a seamless service to clients.
• Ensure that all work is completed within deadlines and to the highest standard.
• Keep up-to-date with changes in tax legislation and share knowledge with the team.

Profile

A successful Personal Tax Assistant Manager should have:

• Professional qualifications in tax or accountancy, such as ATT, CTA, or ACCA.
• Strong knowledge of personal tax regulations and compliance processes.
• Experience in managing a portfolio of personal tax clients.
• Excellent communication skills to liaise effectively with clients and colleagues.
• Proficiency in tax software and related IT systems.
• A proactive approach with strong problem-solving abilities.
• Keen attention to detail to ensure accuracy in all work.

Job Offer

• Competitive salary ranging from £42,000-50,000 per annum.
• Permanent position based in Cardiff
• Opportunity to grow within the professional services industry.
• Supportive and collaborative working environment.
• Additional benefits to be confirmed.

If you are ready to take the next step in your career as a Personal Tax Assistant Manager within the professional services industry, apply today!