Personal Tax Assistant Manager/Manager

Accountancy Expertise Ltd; Fareham; Hybride; GBP 42 000 - 60 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Pension

Private healthcare

Résumé du poste

Accountancy Expertise Ltd. is seeking a Personal Tax Assistant Manager/Manager in Fareham. You will manage a diverse portfolio of personal tax clients, handling compliance and advisory work, HMRC enquiries, and inheritance tax matters.

You will supervise junior staff, review their work, and help deliver MTD, P11D and ATED tasks. A professional tax qualification (ATT/CTA) or progress toward it is preferred.

Qualifications

• Must have a strong personal tax background in UK practice.
• Experience with HMRC enquiries and tax disclosures is desirable.
• Ability to supervise junior staff and deliver advisory services.

Responsabilités

• Manage a diverse portfolio of personal tax clients including compliance and advisory work.
• Plan and prioritise workloads to meet deadlines and budgets.
• Research, prepare and deliver personal tax advice independently.
• Review junior staff work and provide guidance and support.
• Help oversee MTD, P11D, ERS and ATED work where applicable.
• Contribute to business development and client relationships.

Connaissances

Personal tax

Client management

Regulatory compliance

Team supervision

Advisory experience

Formation

Professional tax qualification (ATT/CTA) or working towards

Outils

IRIS

Description du poste

Our client, who are an established, forward thinking firm of Chartered Accountants are seeking a Personal Tax Assistant Manager/Manager to join their team in Fareham.

You will be responsible for managing your own diverse portfolio of personal tax clients, dealing with compliance and advisory work, including remuneration planning, pensions, capital gains tax, disclosures, HMRC enquiries and inheritance tax matters, as well as assisting with MTD, P11Ds and ATED. You will also supervise a team of junior staff, reviewing their work and offering guidance and support where required.

Duties include:-

• Managing a broad portfolio of personal tax clients and build strong, trusted relationships.
• Plan, monitor and prioritise compliance and advisory work to achieve deadlines and budget targets.
• Research, prepare and deliver personal tax advice autonomously, referring complex or higher-risk matters to the Senior Tax Manager.
• Handle ad hoc advisory matters including capital gains tax, pensions, property and helping to answer queries from our business and corporate clients.
• Manage junior members of staff, delegate work effectively and provide support and guidance.
• Review personal tax compliance work prepared by junior staff and maintain high technical standards.
• Monitor portfolio deadlines, work in progress, recoverability and client satisfaction.
• Maintain up-to-date personal tax knowledge and comply with professional and regulatory requirements.
• Help oversee MTD, P11D, ERS and ATED work.
• Contribute material for business development purposes.

You will ideally hold a professional tax qualification such as ATT/CTA or be working towards this and have a strong personal tax background, preferably gained within a UK practice.

A good working knowledge of tax software such as IRIS would also be an advantage.

This is an excellent opportunity to join a friendly, professional firm, who offer a flexible policy with a combination of hybrid working once established, as well as a generous benefits package including pension and private healthcare.

Superb prospects for progression and development.