Personal Tax Manager

Asset Workforce; London; Hybrid; GBP 55,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Tax Manager to lead a dynamic team in North London. This role offers the opportunity to manage a significant volume of personal tax returns while ensuring compliance with UK tax legislation. The ideal candidate will have a strong background in personal tax management and team leadership, along with proficiency in IRIS Personal Tax software. Join a firm that values hard work, ambition, and professional development, where your contributions will be recognized and rewarded. Embrace a culture of growth and excellence in a supportive environment that encourages flexible working arrangements.

Benefits

Annual leave allowance

Company parking permit

Professional development opportunities

Flexible working arrangements

Qualifications

• 3+ years of experience in personal tax with a focus on compliance.
• Strong knowledge of UK tax legislation and team management.

Responsibilities

• Lead a team managing 1,200 personal tax returns annually.
• Ensure compliance with P11D, ATED, and CGT regulations.

Skills

Personal Tax Management

UK Tax Legislation

Team Management

Communication Skills

Organizational Skills

Education

ACA

ACCA

ATT

CTA (studying towards)

Tools

IRIS Personal Tax

Job description

Salary: £55,000 Annual leave allowance, company park

Location: London

Description:

JOB TITLE: Personal Tax Manager

ROLE TYPE: Permanent, Full Time

LOCATION: North London

HOURS/DAYS (per week): Mon - Fri (5 days per week), Office-based until probation is completed, then view for hybrid working (performance-dependant)

SALARY RANGE: £55,000 per annum (higher salaries will be considered depending on experience)

NOTICE & PROBATION PERIODS: TBC

BENEFITS/BONUSES/HOLIDAYS: Standard annual leave allowance, company parking permit, along with opportunities for professional development and career progression. Flexible working arrangements are available.

COMPANY CULTURE & SUMMARY:

My client are a small to medium-sized firm of Chartered Accountants, who's Head Office is located in North London. With over 35 staff throughout their London offices and a large outsourced team internationally, this firm are looking to make a couple of crucial hires as they continue to scale and professionally service their long-standing and loyal client base to the highest of standards. Hard-work, ambition and passion is what this company look for, where hard-work is rewarded and doesn't go un-noticed!

JOB ROLES/RESPONSIBILITIES (include but not limited to):

The Personal Tax Return Manager will lead a team of 11 outsourcing staff, responsible for managing the preparation and submission of 1,200 personal tax returns. This role primarily involves handling basic employment and dividend income tax returns but also includes responsibility for more complex areas such as P11Ds, Annual Tax on Enveloped Dwellings (ATED), Capital Gains Tax (CGT), and other personal tax matters as needed.

• The manager will ensure the accurate and timely completion of 1,200 personal tax returns, including 1,000 focused on basic employment and dividend income.
• They will also be responsible for managing P11D forms to ensure compliance with employer benefits reporting requirements, handling ATED for clients with relevant properties, and overseeing the calculation and reporting of CGT on various asset disposals.
• Additionally, the manager will review the work completed by the team, maintain high standards of accuracy and compliance, and ensure effective communication with clients regarding personal tax matters.
• The role requires the use of IRIS Personal Tax software, and experience with this software is highly desirable.

ANY SPECIFIC TRAINING/QUALIFICATIONS/EXPERIENCE REQUIRED:

• The ideal candidate should hold a qualification such as ACA, ACCA, or ATT, or studying towards a CTA qualification
• A minimum of 3 years of experience in personal tax, with a focus on managing tax returns and compliance, is required
• Strong knowledge of UK tax legislation, particularly in personal tax, P11Ds, ATED, and CGT, is essential
• The candidate should have experience in managing a team, and possess strong organizational and communication skills and attention to detail
• Proficiency in using IRIS Personal Tax software is desirable