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Personal Tax Manager

Clark Wood - Tax Recruitment

Cardiff

On-site

GBP 45,000 - 50,000

Full time

30+ days ago

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Job summary

An established industry player in Cardiff is seeking a driven Personal Tax Manager to join their dynamic team. This role offers an exciting opportunity to manage a diverse client portfolio while providing technical services and guidance to junior team members. You will play a crucial role in ensuring the efficient delivery of personal tax services, working closely with senior management and partners. If you're an ambitious professional with a strong background in Personal Tax and are looking for a position that offers both responsibility and autonomy, this is the perfect opportunity for you to make a significant impact in a forward-thinking firm.

Qualifications

  • Minimum of 5 years' experience in Personal Tax within a practice environment.
  • ATT or CTA qualified candidates preferred.

Responsibilities

  • Manage and service your own private client portfolio and deliver self-assessment tax returns.
  • Oversee junior team members and ensure timely administration of tax department tasks.
  • Maintain up-to-date technical knowledge and support the Tax Partner.

Skills

Personal Tax Experience
ATT Qualification
CTA Qualification
Team Management
Client Portfolio Management

Education

ATT or CTA Qualified

Job description

Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.

Personal Tax Manager

Location: Cardiff
Salary: £45,000 - £50,000

Are you an ambitious Personal Tax Assistant Manager or established Tax Manager in South Wales looking for a new challenge with a leading firm of accountants at Manager level? Accountancy Practice and Tax recruitment specialists Clark Wood are delighted to be working with a regional firm in Cardiff who are looking to add an ambitious and driven Personal Tax Manager to their team.

As a Personal Tax Manager, you will work closely with the Senior Tax Manager and Partners to ensure the efficient provision of a range of technical services to a variety of prestigious clients based across the UK. You will form an integral part of the firm’s personal tax team and will be responsible for managing your own client portfolio. You will have responsibility for overseeing Tax Seniors and Trainees within the team, which will see you reviewing their work and providing support and guidance to them as necessary.

The ideal candidate may be ATT or CTA Qualified and will have a wealth of experience in Personal Tax (ideally a minimum of 5 years).

This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Cardiff where you will undertake a role with an excellent level of responsibility and autonomy.

Duties & Responsibilities:
  1. Manage and service your own private client portfolio, including the delivery of self-assessment tax returns and advisory work.
  2. Manage more junior members of the team to deliver on your portfolio.
  3. Responsibility for departmental initiatives and programmes while continuing involvement in supervision, training, and development of the team.
  4. Possible line management of more junior members of staff.
  5. Ensure tax department administration is kept up to date and routine administration dealt with in a timely manner.
  6. Liaise and communicate with other departments, clients, and partners.
  7. Identify cross-selling opportunities to partner through networking.
  8. Support Tax Partner.
  9. Maintain up-to-date technical knowledge.
  10. Involvement in marketing of the tax service line by attending client functions and seminars.
  11. Review complex client tax returns.
Skills:

ATT Qualified / CTA Qualified with 5+ years’ experience ideally. Strong Personal Tax experience within a practice environment is essential.

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