Personal Tax Manager

TPF Recruitment; Henley-on-Thames; On-site; GBP 50,000 - 63,000; Full time

Benefits offered by this job

Competitive salary

Full study support

Free parking

Early finish on a Friday

Friendly work environment

Flexible working hours

Job summary

TPF Recruitment is seeking a talented Personal Tax Manager to join a prestigious firm in Henley-on-Thames. This role offers a unique opportunity to manage a portfolio of personal tax clients while providing exceptional tax and financial advice.

The ideal candidate should have at least 3 years of experience, relevant qualifications, and strong communication skills. The firm offers a competitive salary of circa £50,000 - £63,000, along with benefits such as flexible working hours and full study support.

Qualifications

• Minimum 3 years' experience in personal tax in a chartered accountant firm.
• Experience in managing personal tax client portfolios.
• Proven knowledge of personal tax compliance and principles.

Responsibilities

• Manage a portfolio of personal tax clients with precision.
• Handle compliance matters efficiently.
• Prepare personal tax returns for your clients.
• Provide ad-hoc tax advice to clients.
• Participate in consultancy projects collaborating with tax Partners.
• Represent clients in dealings with HM Revenue & Customs.

Skills

Managing a portfolio of personal tax clients

Strong communication skills

Understanding of personal tax principles

Familiarity with international tax issues

Education

ATT, ACA, ACCA or CTA qualification

Job description

TPF Recruitment is delighted to represent a prestigious independent firm of Chartered Accountants based in Henley-On-Thames. Our client is renowned for providing exceptional tax and financial advice to a diverse range of clients, setting a high standard in the industry.

We are currently seeking a talented and committed Personal Tax Manager to join this dynamic and growing team. This position offers a fantastic opportunity for an individual eager to advance their career with a leading local Chartered Accountancy firm.

Key Responsibilities

• Manage a portfolio of personal tax clients with precision and expertise.
• Efficiently handle all compliance matters.
• Prepare personal tax returns for your designated portfolio.
• Draft forms P11D and provide ad-hoc tax advice to clients.
• Participate in consultancy projects within the department, collaborating with tax Partners on share restructuring, EIS/SEIS, EMI's, and other project-based tasks.
• Represent clients in dealings with HM Revenue & Customs, including managing inquiries.

Requirements

• ATT, ACA, ACCA or CTA qualification preferred, but similar qualifications or substantial experience will also be considered.
• At least 3 years' experience in personal tax within a firm of chartered accountants.
• Proven experience managing a portfolio of personal tax clients.
• Strong understanding of personal tax principles and extensive practical experience.
• Familiarity with basic international tax issues, including domicile, remittance basis, and residency.
• Excellent communication skills, both verbal and written.

Benefits

• Competitive salary circa £50,000 - £63,000, depending on experience and qualifications.
• Full study support (if required).
• Free parking.
• Early finish on a Friday!
• A friendly, supportive, and team-oriented work environment.
• Flexible working hours and hybrid working on offer.

Please contact Joe Potter on (tel), (mob) or via for a confidential conversation.

Refer a friend

We're keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We're looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.

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