Personal Tax Manager

Buckley Consulting LLP; London; Hybrid; GBP 45,000 - 80,000; Full time

Job summary

An independent firm known for its tax excellence is seeking a skilled portfolio manager to oversee diverse client tax affairs. This role emphasizes compliance, requiring efficiency and meticulous attention to detail. You will manage your workload independently, directly reporting to partners while maintaining client relationships with high-net-worth individuals and trusts. The firm promotes a hybrid working model, allowing flexibility with two days in the office each week. This is an excellent opportunity for a private client tax specialist seeking autonomy and a varied client base.

Qualifications

• Experience in handling private client tax affairs with a focus on compliance.
• Ability to manage client relationships and respond to HMRC correspondence.

Responsibilities

• Prepare Self Assessment Tax Returns and CGT returns for clients.
• Liaise with clients and HMRC, managing all tax-related correspondence.
• Assist with ad hoc planning work and manage billing.

Skills

Tax Compliance

Attention to Detail

Client Liaison

Self Assessment Tax Returns Preparation

CGT Returns Completion

Education

Relevant Tax Qualification

Job description

This independent firm has a reputation for tax excellence and a high quality and diverse client base.

The head of private client tax is keen to recruit an experienced portfolio manager to handle all aspects of your clients' tax affairs. The client base includes HNWI, entrepreneurs, non-res/non-dom individuals, and trusts. This is a compliance-centred role where efficiency and attention to detail are key. You will have ownership of your workload, reporting directly to partners and having contact with your clients, HMRC, and third-party intermediaries.

Your responsibilities will include:

1. The preparation of Self Assessment Tax Returns and supporting documents.
2. The completion of CGT returns.
3. The calculation of overall tax liability.
4. Checking and responding to correspondence from HMRC.
5. Liaising with clients to keep them fully updated.
6. Assisting with ad hoc planning work as required.
7. Managing WIP and billing.

This vacancy would suit an experienced private client tax specialist looking for an autonomous role and exposure to a diverse and interesting client base. The firm has fully embraced hybrid working with 2 days per week in the office.