Personal Tax Assistant Manager / Manager

Bryony Gibson Consulting; Darlington; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading independent firm in Darlington is seeking an Assistant Tax Manager or Tax Manager to join their personal tax service line. This managerial role involves ensuring timely delivery of tax compliance and advisory services for high-net-worth individuals and directors. The firm offers a comprehensive benefits package, including flexible working options, making it an exciting opportunity to be part of a growing team.

Benefits

Additional holiday purchase scheme

Enhanced health scheme

Well-being support

Flexible and agile working

Qualifications

• Qualified tax practitioner or accountant with relevant tax experience.
• Experience in UK practice adhering to UK laws.
• Advisory experience in IHT and trusts is desirable.

Responsibilities

• Review and preparation of income tax and partnership tax returns.
• Review of Tax Assistants work and tax planning.
• Liaison with clients and involvement in remuneration planning.

Skills

Tax preparation

Client liaison

Tax planning

Education

CTA/ACA/ACCA/CA qualification

Job description

The Firm:

An Independent firm in Darlington are seeking to appoint an Assistant Tax Manager or Tax Manager into their personal tax service line. Joining a successful and growing firm this is an exciting time to be part of the team.

The Role:

Undertaking a managerial role in the personal tax team you will be responsible for ensuring timely delivery of tax compliance and advisory services for a portfolio of HNWI and Directors across the north east of England.

Responsibilities will include:

• Review and preparation of income tax and partnership tax returns
• Review of Tax Assistants work
• Tax planning and research to support the senior management team drafting tax reports
• Involvement in remuneration planning and capital gains tax, liaison with clients.
• Office and client based role with external meetings

Experience Required:

The position at Assistant or Manager requires a qualified tax practitioner or accountant (CTA/ACA/ACCA/CA) with relevant tax experience gained working in a UK practice adhering to UK laws. You will be a confident tax preparer and able to liaise with clients well using all forms of technology as well as in person.

Advisory experience in IHT and trusts is desirable but a degree of training can be given so is not essential. It is important you can develop rapport quickly working with such a wide range of clients whilst also assisting leading the tax team.

Benefits:

The firm offer a comprehensive list of benefits that include additional holiday purchase scheme, enhanced health scheme, well-being support, flexible and agile working.