Personal Tax Assistant Manager / Manager

Clark Wood - Tax Recruitment; Eastleigh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A regional tax advisory firm in Southampton is seeking a Personal Tax Assistant Manager or Manager. This role involves managing client tax affairs, ensuring compliance, and providing tax planning advice. The ideal candidate will hold a CTA and/or ATT qualification and have experience in personal tax compliance. Opportunity for professional growth and a diverse client portfolio included.

Qualifications

• Strong understanding of UK tax regulations.
• Experience dealing with diverse client portfolios.
• Ability to provide tax planning advice.

Responsibilities

• Prepare and submit annual Tax Returns for clients.
• Manage a varied portfolio of clients.
• Liaise with HM Revenue & Customs on tax matters.
• Provide tax advice based on legislative changes.

Skills

Personal tax compliance

Tax planning

Client liaison

Education

CTA and/or ATT Qualified

Job description

Overview

Personal Tax Assistant Manager or Manager - Southampton

This is an excellent opportunity at a regional firm which provides genuine progression opportunities.

The main purpose of the role would be to 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.

The role will offer exposure to a number of advisory and tax planning areas.

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

Qualifications

• CTA &/ or ATT Qualified

Should you be based in the Southampton area and keen on discussing this role in more detail with me then please do not hesitate to apply below.

For more information on this role and firm please contact Will Langdon at Clark Wood – [e-mail] / 07920 557121