Personal Tax Manager

www.topfinancialjobs.co.uk - Jobboard; Cardiff; Hybrid; GBP 46,000 - 55,000; Full time

Job summary

Join a leading Accountancy Practice in Cardiff as a Tax Manager, where you'll manage complex tax affairs for a portfolio of key clients. With a focus on tax advisory, planning, and compliance, this role offers a competitive salary of up to £55,000 alongside flexible working arrangements and generous leave. Leverage your experience and qualifications in a dynamic environment dedicated to excellence.

Benefits

Flexi time and hybrid working

25 days plus Bank Holidays

Free Parking

Qualifications

• At least 5 years post qualification experience in tax compliance/advisory.
• Experience in family trust work is preferred.

Responsibilities

• Management of a portfolio of clients with complex tax affairs.
• Preparation/review of personal and trust tax returns.
• Assistance with ad hoc tax planning projects.

Skills

Tax Advisory

Client Management

Report Writing

Tax Planning

Education

ATT (or HMRC equivalent)

CTA or STEP Qualified

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:

Description: Tax Manager

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.
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