Personal Tax Manager

Sumer; Bolton; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Bolton is seeking a Personal Tax Manager to oversee tax client activities including compliance and planning. The ideal candidate should be ATT qualified with proven experience managing personal tax clients and strong knowledge of UK tax legislation. This role offers significant career development opportunities and a supportive work culture.

Benefits

Life assurance

Pension

Access to counselling services and subsidised health

Qualifications

• Proven experience in managing a portfolio of personal tax clients.
• Experience preparing and reviewing self-assessment tax returns.
• Confident communicator with the ability to explain tax matters.

Responsibilities

• Responsible for managing a portfolio of clients and tax affairs.
• Complete and review self-assessment tax returns.
• Liaise with tax authorities and ensure compliance.

Skills

ATT Qualified or equivalent experience in personal tax

Strong knowledge of UK personal tax legislation

Excellent technical knowledge

Strong organisational and time-management skills

Job description

Overview

Personal Tax Manager

Department: Personal Tax

Employment Type: Permanent

Location: Bolton

Description

We are currently looking for a tax manager who will be working on tax client activities including tax compliance, preparation and review of personal tax returns and tax planning.

Key Responsibilities

• Responsible for managing a portfolio of clients, providing support with their personal tax affairs
• Handling a range of tax compliance matters for Clients
• Completion and review of self assessment tax returns
• Ability to assist with tax enquiries and prepare correspondence
• Liaison with tax authorities
• Ensure the business complies with all relevant internal requirements, industry regulations and government legislation, identifying any savings to minimize tax bills
• Advising on bespoke tax planning
• Preparing tax liability calculations
• Develop and maintain a good level of technical knowledge through appropriate reading and training

Skills, Knowledge & Expertise

• ATT Qualified or equivalent experience in personal tax
• Proven experience in managing a portfolio of personal tax clients
• Strong knowledge of UK personal tax legislation and compliance requirements
• Experience preparing and reviewing self-assessment tax returns
• Excellent technical knowledge with the ability to interpret complex tax legislation
• Confident communicator with the ability to explain tax matters clearly to clients and colleagues
• Strong organisational and time-management skills, with the ability to manage competing deadlines

Job Benefits

• People join Cowgills because of the positive and enjoyable culture that our people create, we can guarantee you'll really love working here
• Life assurance
• Pension
• Incredible development and career growth
• List of benefits including, access to counselling services and subsidised health