Personal Tax Manager

Hays Accountancy and Finance; Cardiff; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A thriving Accountancy Practice in Cardiff seeks an experienced tax advisor to manage clients with complex tax situations and assist in tax planning. The successful candidate will have a minimum of 5 years of experience and relevant qualifications, supporting both personal and trust tax needs. Attractive remuneration and benefits including flexible working arrangements and holidays are offered.

Benefits

Flexi time

Hybrid working

25 days plus Bank Holidays

Free Parking

Qualifications

• Minimum 5 years post qualification experience in tax.
• Experience in private client compliance/advisory role preferred.
• Knowledge of trust work is advantageous.

Responsibilities

• Manage a portfolio of clients with complex tax affairs.
• Assist with personal tax and trust returns.
• Conduct tax planning projects and client meetings.

Skills

Tax advisory

Client management

Planning and solutions

Estate planning

Succession planning

Education

ATT (or HMRC equivalent)

CTA or STEP Qualification (ideally)

Job description

Your new company
A thriving successful Accountancy Practice based in Cardiff.

Your new role

• Independent management of a small portfolio of key clients with more complex tax affairs, liaison with clients and HMRC as may be required - from fee quotation to billing the work, and proactively offering planning ideas and solutions, written and verbal, holding client meetings
• Willingness to assist the department generally with personal tax and trust returns, capital gains and inheritance tax computations and complex tax queries
• Assistance with ad hoc tax planning projects for clients and referrers, report writing and illustrative tax calculations
• Tax advisory/planning for client business owners/managers and high net worth individuals, and preparation/review of more complex personal and trust tax returns, and inheritance tax returns for trusts. Use of applicant's knowledge and experience of working with individuals and families, to offer tax advice to help them establish their personal plans and goals, where relevant advising in the following specialist areas by way of example:

Estate planning for business/property ownership
Retirement/succession planning
Tax implications of financial investments and investment products
Main residence planning
Use of trusts for tax planning
IHT/Estate tax planning generally

What you'll need to succeed

• ATT (or HMRC equivalent) minimum
• Ideally CTA or STEP Qualified but will also consider QBE
• At least 5 years post qualification experience in tax in a private client compliance/advisory role, ideally including some experience of family trust work

What you'll get in return

• Up to £55,000
• Flexi time and hybrid working
• 25 days plus Bank Holidays
• Free Parking

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays