Personal Tax Manager

Bluetownonline Ltd; 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 requires a qualified professional with a deep understanding of UK tax laws, particularly in landlord income and complex taxation scenarios. You will be responsible for preparing self-assessment returns, managing client relationships, and ensuring compliance with ever-changing tax regulations. This is a fantastic opportunity for someone looking to step up from an assistant role or for an experienced tax manager to thrive in a supportive and ambitious environment. Join a team dedicated to making a difference in clients' financial journeys!

Qualifications

• Qualified personal tax manager with a strong grasp of UK tax laws.
• Experience in managing self-assessment returns and client portfolios.

Responsibilities

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

Skills

UK Tax Laws

Client Management

Interpersonal Skills

Organizational Skills

Self Assessment Preparation

Education

ACCA/ACA Qualification

Degree in Accounting or Finance

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:

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.