Personal Tax Manager

Page Personnel; Forty Green; On-site; GBP 60,000 - 80,000; Full time

Job summary

A professional services firm in Beaconsfield is seeking a Personal Tax Manager to oversee client portfolios and provide expert tax planning advice. The successful candidate will need relevant qualifications and strong knowledge of tax legislation. Opportunities for professional development and a supportive work environment are offered in this permanent role.

Benefits

Flexible benefits

Supportive working environment

Opportunities for professional development

Qualifications

• Proven ability to manage a diverse client portfolio effectively.
• Experience in reviewing and mentoring junior staff members.

Responsibilities

• Manage a portfolio of private clients, ensuring timely and accurate completion of tax compliance work.
• Provide expert advice on personal tax planning.
• Act as the main point of contact for clients.
• Review and approve the work of junior team members.
• Ensure compliance with relevant tax legislation.
• Identify tax-saving opportunities for clients.

Skills

Strong technical knowledge of tax legislation

Excellent communication skills

Proactive and solutions-focused approach

Education

ATT or CTA or equivalent experience

Job description

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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.

Job 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.

The Successful Applicant

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.

What's on Offer

• 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.