Personal Tax Manager

Pro Talent; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A dynamic accountancy practice in Berkshire is seeking a Personal Tax Specialist to prepare and review tax returns, advise clients on tax matters, and ensure compliance with legislation. Ideal candidates will have experience in a Practice tax environment and relevant qualifications such as ATT or CTA. This role offers a great opportunity for career progression and contribution to the firm's success.

Qualifications

• Experience in a Practice tax environment.
• Delivering excellent service to clients.
• Experience with accounts and corporation tax is an advantage.

Responsibilities

• Preparation of tax returns for a portfolio of clients.
• Reviewing tax returns for team members.
• Liaising with HMRC for compliance matters.
• Advising clients on tax liabilities and residency matters.
• Maintaining knowledge of tax legislation.

Skills

Excellent communication skills

Ability to work to strict deadlines

Solid foundational experience in Practice tax

Ability to work on own initiative

Education

Qualified ATT or CTA

Final stages of CTA qualification

Tools

Xero Tax

Digita

Advanced Excel skills

Job description

We are working on a massively exciting opportunity for a Personal Tax Specialist to really catapult their career forwards.

• A highly successful, dynamic, ambitious accountancy practice based in the heart of Berkshire.
• Chartered Accountants, Chartered Tax Advisers and accredited to provide Probate Services.
• This role provides an exceptional opportunity for the right candidate to make a substantial contribution and progress with the Practice.

The Role

• Preparation of tax returns for a portfolio of clients, including landlords.
• Review tax returns for other team members.
• Liaising with HMRC for ad hoc matters such as compliance checks, Let Property Campaign, Worldwide Disclosure Facility, 60 day CGT reporting.
• Advising clients of tax liabilities in a timely manner.
• Maintaining up to date knowledge of tax legislation.
• Overseeing the firm's personal tax compliance to ensure all deadlines and KPIs are met.
• Providing advice to clients in a tax planning capacity, to cover all taxes including inheritance tax.
• Advising clients on residency matters.
• Working alongside and reporting weekly to our tax director.

The Requirements

• Solid foundational experience working in a Practice tax environment.
• Qualified ATT or CTA (or candidate in final stages of CTA qualification).
• Previous experience delivering excellent service to clients.
• Ability to work on own initiative unsupervised.
• Ability to work to strict deadlines.
• Excellent communication skills written and verbal.
• Accounts and corporation tax experience would be an advantage, but not essential.
• Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.