Personal Tax Manager

Michael Page; Forty Green; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading professional services firm in Beaconsfield seeks an experienced Personal Tax Manager to oversee a portfolio of private clients. This role involves providing expert tax advice, managing client relationships, and mentoring junior staff. With a collaborative work environment and opportunities for growth, this permanent position offers a competitive salary and flexible benefits.

Benefits

Competitive salary

Flexible benefits

Opportunities for professional development

Collaborative working environment

Qualifications

• Relevant qualifications such as ATT or CTA, or equivalent experience.
• Strong technical knowledge of inheritance and capital gains tax.
• Proven ability to manage a diverse client portfolio.

Responsibilities

• Manage a portfolio of private clients, ensuring timely tax compliance.
• Provide expert advice on personal tax planning and tax-saving opportunities.
• Review and approve work of junior team members.

Skills

Technical knowledge of tax legislation

Client relationship management

Communication skills

Mentoring and guidance

Proactive problem solving

Education

ATT or CTA qualifications

Job description

The Personal Tax Manager will oversee a portfolio of private clients, providing expert tax advice and compliance services in Beaconsfield. This role in the professional services industry requires strong technical knowledge and a proactive approach to managing client relationships.

Client Details

This organisation is a well-established, small-sized professional services firm based near Beaconsfield. It specialises in providing tailored financial and tax solutions to a diverse client base, ensuring high-quality and personalised service.

Description

• Manage a portfolio of private clients, ensuring timely and accurate completion of tax compliance work.
• Provide expert advice on personal tax planning, including inheritance tax and capital gains tax.
• Act as the main point of contact for clients, addressing queries and building strong professional relationships.
• Review and approve the work of junior team members, providing guidance and mentorship where needed.
• Ensure compliance with relevant tax legislation and regulations at all times.
• Identify tax-saving opportunities and advise clients accordingly.
• Support the firm's business development activities by identifying potential new clients or services.
• Collaborate with other departments to provide a seamless service for clients with complex needs.

Profile

A successful Personal Tax Manager should have:

• Relevant qualifications such as ATT or CTA, or equivalent experience in personal tax management.
• Strong technical knowledge of tax legislation, particularly in inheritance tax and capital gains tax.
• Proven ability to manage a diverse client portfolio effectively.
• Experience in reviewing and mentoring junior staff members.
• Excellent communication skills to foster strong client relationships.
• A proactive and solutions-focused approach to identifying opportunities and resolving issues.

Job Offer

• A competitive salary.
• Flexible benefits tailored to your personal and professional needs.
• A supportive and collaborative working environment in Beaconsfield.
• Opportunities for professional development and career growth.
• A permanent role within a respected professional services firm.

If you are ready to take the next step in your career as a Personal Tax Manager in the professional services industry, we encourage you to apply today.