Personal Tax Assistant Manager - Maidenhead

Clark Wood - Tax Recruitment; Thatcham; Vor Ort; GBP 40.000 - 60.000; Vollzeit

Zusammenfassung

Clark Wood – Tax Recruitment in Maidenhead seeks a Personal Tax Assistant Manager to oversee the personal tax portfolio, including UHNW, OMBs, non-doms and UK/offshore trusts and foundations.

You will manage work delivery, review compliance, liaise with HMRC and clients, and provide tax advice on changes and planning. The role is based in Maidenhead, with commutable access from surrounding areas.

Qualifikationen

• ATT or CTA, student or qualified preferred
• Adept at delivering high-quality personal tax compliance work, Self-Assessments & MTD for IT

Aufgaben

• Dealing with the preparation and submission of annual Tax Returns of all delegated clients, ensuring compliance with tax regulations
• Responsible for a general portfolio of clients with varying types and complexity
• Liaise with HM Revenue & Customs and clients on personal tax issues
• Provide tax advice including legislative changes or tax-efficient planning guidance
• Assist with P11D reviews when required

Kenntnisse

ATT or CTA

Tax compliance

Jobbeschreibung

Personal Tax Assistant Manager - Maidenhead

This is an excellent opportunity to join a leading Maidenhead based practice and oversee all aspects of personal tax affairs within the allocated portfolio of clients.

The existing and growing client portfolio ranges from UHNW and OMBs to non-doms and all types of UK/offshore trusts and foundations.

You will be responsible for the management and delivery of work on your portfolio; including UHNW and OMBs to non-doms and all types of UK/offshore trusts and foundations, which will include the review of compliance cases and advisory work.

Responsibilities

• Dealing with the preparation and submission of annual Tax Returns of all delegated clients, ensuring all are compliant with tax regulations
• Responsible for a general portfolio of clients which differ in client type and complexity
• Liaise with HM Revenue & Customs and clients on all personal tax issues
• Provide tax advice to clients which may include legislative changes or tax efficient planning advice where appropriate
• Assist with P11D reviews when required

Skills

• ATT or CTA Student or Qualified preferred
• Adept at delivering high-quality personal tax compliance work, Self-Assessments & MTD for IT

The Maidenhead office is commutable from areas all across the Berkshire, Buckinghamshire, ands Middlesex areas; Reading, Slough, Uxbridge, Henley etc.

For further information on this role please contact Richard Clark at Clark Wood – [e-mail] / Mobile: [phone]

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