Personal Tax Manager

Clark Wood - Tax Recruitment; Eastleigh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A regional tax consultancy is seeking a Personal Tax Assistant Manager or Manager to oversee personal tax affairs for a diverse client portfolio. Responsibilities include preparing and submitting tax returns, liaising with HM Revenue & Customs, and providing tax planning advice. CTA or ATT qualification is required. This role offers genuine progression opportunities within a growing firm based in Southampton.

Qualifications

• CTA &/or ATT Qualified.

Responsibilities

• Oversee personal tax affairs for a portfolio of clients.
• Prepare and submit annual Tax Returns ensuring compliance.
• Liaise with HM Revenue & Customs and provide tax advice.

Skills

CTA Qualified

ATT Qualified

Job description

Overview

Personal Tax Assistant Manager or Manager - Southampton

This is an excellent opportunity at a regional firm which provides genuine progression opportunities.

The main purpose of the role would be to oversee all aspects of personal tax affairs within the allocated portfolio of clients. The existing and growing client portfolio ranges from UHNW and OMBs to non-doms and all types of UK/offshore trusts and foundations. The role will offer exposure to a number of advisory and tax planning areas.

Responsibilities

• Dealing with the preparation and submission of annual Tax Returns of all delegated clients, ensuring all are compliant with tax regulations
• Responsible for a general portfolio of clients which differ in client type and complexity
• Liaise with HM Revenue & Customs and clients on all personal tax issues
• Provide tax advice to clients which may include legislative changes or tax efficient planning advice where appropriate

Requirements / Skills

• CTA &/ or ATT Qualified

If you are based in the Southampton area and keen on discussing this role in more detail, please apply below.

For more information on this role and firm please contact Will Langdon at Clark Wood – [e-mail] / 07920 557121