Personal Tax Manager

Bluetownonline; Bath; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a qualified Personal Tax Manager to oversee a diverse private client portfolio. This role involves preparing Self Assessment returns, liaising with the accounts team, and supervising junior staff. Ideal candidates will possess a strong understanding of UK tax laws, excellent interpersonal skills, and a positive attitude. This position offers a unique opportunity to make a meaningful impact on clients' financial journeys while working in a supportive and ambitious environment. If you're looking to progress in your career and make a difference, this role is perfect for you.

Qualifications

• Oversee private client portfolio and manage Self Assessment returns.
• Strong organizational skills and positive attitude required.

Responsibilities

• Prepare and manage Self Assessment returns.
• Liaise with accounts team and supervise assistants’ work.

Skills

UK tax laws knowledge

Interpersonal skills

Organizational skills

Education

Qualified personal tax manager

Job description

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:

This company works with ambitious business owners. Ambition varies from aspiring to be the next Richard Branson to seeking a better work/life balance. We aim to help clients achieve their goals. Our services include traditional online accounting, VAT filings, statutory accounts, self-assessment filings, personal tax planning, business advice, legal services, and probate work. Our purpose is to make a difference in our clients' journeys.

The role:

We are seeking a qualified personal tax manager to oversee our private client portfolio. The candidate should have strong organizational skills, a positive attitude, and current experience in a tax practice environment. Responsibilities include preparing and managing Self Assessment returns, liaising with the accounts team, and supervising assistants’ work. The role may suit someone already in a similar position or an experienced assistant seeking progression.

Candidate requirements:

• Current knowledge of UK tax laws, including landlord buy-to-let income and gains, overseas income, residency rules, and onshore trusts.
• Excellent interpersonal skills and ability to explain complex tax concepts to laypersons.
• Primarily office-based, with occasional visits to other offices or clients.

Please click APPLY to send your CV. Candidates with titles such as Tax Manager, Tax Accountant, Tax Specialist, or Tax Consultant may also be considered.