Personal Tax Manager

Hays Senior Finance; Cardiff; Hybrid; GBP 46,000 - 55,000; Full time

Job summary

A leading accountancy practice in Cardiff seeks a Tax Advisor to manage a portfolio of clients with complex tax needs. In this role, you will provide tax planning, work on personal and trust returns, and interact with HMRC. The position offers a competitive salary, flexible working, and excellent benefits.

Benefits

Flexi time

Hybrid working

25 days holiday plus Bank Holidays

Free Parking

Qualifications

• Minimum of ATT qualification required.
• At least 5 years post qualification experience in tax compliance/advisory.
• Experience with private clients, including family trust work.

Responsibilities

• Manage a portfolio of key clients with complex tax affairs.
• Assist with personal tax and trust returns, capital gains, inheritance tax.
• Provide tax advice on estate planning, investment implications.

Skills

Tax Planning

Client Liaison

Report Writing

Communication

Education

ATT qualified

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:

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


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