Personal Tax Manager

PG Owen Limited; Bath; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Personal Tax Manager to lead their private client portfolio. This role involves managing Self Assessment returns, ensuring compliance with UK tax laws, and providing exceptional client service. The ideal candidate will possess a strong understanding of taxation and excellent interpersonal skills to translate complex tax regulations for clients. Join a dynamic team dedicated to helping clients achieve their financial ambitions while enjoying a supportive work environment that fosters growth and development.

Qualifications

• Qualified personal tax manager with strong organizational skills.
• Experience in tax practice and client-facing roles required.

Responsibilities

• Prepare and manage Self Assessment returns for clients.
• Liaise with accounts team and oversee tax work completed by assistants.

Skills

UK tax laws

Self Assessment

client management

interpersonal skills

tax planning

Education

ACCA or equivalent qualification

Degree in Accounting or Finance

Job description

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Job Title: Personal Tax Manager

Location: Bath & North East Somerset

Salary: Market rate depending on qualifications and experience

Job type: Full Time - Permanent

The Role

PG Owen Ltd work with ambitious business owners. Ambition is a subjective word and can range from wanting to be the next Richard Branson down to just having a little more work/life balance. Whatever level of ambition the client has, we will look to help them achieve it. We have a wide range of skills from traditional online accounting and VAT filings, through to statutory accounts. Taxation work includes usual Self Assessment filings and personal tax planning. We are able to offer advice on a large range of business requirements. Finally, we can provide a range of legal services and we can even undertake probate work. These skills allows us to and assist you and your family from cradle to grave and beyond! In short our purpose is to make the difference on your journey.

The Role

We are seeking a suitably qualified personal tax manager to run our business private client portfolio. The applicant should ideally be qualified and have good organisational skills to ensure compliance requirements are always achieved. The applicant should have a 'can do' attitude that aligns to our values.

The role entails preparing and managing the Self Assessment returns for our clients, which will include liaising with the accounts team and overseeing the work of tax work completed by assistants. The role would suit someone already in a similar role or, may be a step up for an experienced assistant looking for progression. In light of the ever changing tax laws, current working in a tax practice environment is essential.

Candidate Requirements

A good and current knowledge of the various UK tax laws is required to specifically include knowledge of landlord buy to let income and gains. There are also some cases where overseas income or residency rules or knowledge and experience of onshore trusts are key. There will be a large amount of client contact and so excellent inter personal skills plus an ability to translate complex tax law into the language of a lay person is essential. As the role is predominantly customer facing and most clients live close to our offices, the position is office based only. Whilst the role is based at our Head Office, there will be a need to visit our other office from time to time, plus possibly client visits.

Please click APPLY, to send your CV for this role.

Candidates with the relevant experience or job titles of: Tax Manager, Tax Accountant, Tax Specialist and Tax Consultant, may also be considered for this role.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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