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Personal Tax Manager

Buckley Consulting LLP

Manchester

Hybrid

GBP 50,000 - 70,000

Full time

9 days ago

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Job summary

A leading firm in Manchester is seeking a Manager for their private client tax team. The role offers an attractive environment with a focus on client relationships and opportunities for professional growth. Candidates should be CTA qualified with experience in personal tax. A hybrid working model is available, allowing flexibility.

Qualifications

  • CTA qualified with substantial personal tax experience.
  • Looking to manage a portfolio and client relationships.
  • Desire for more or less advisory work is possible.

Responsibilities

  • Manage a portfolio of clients, delegating tasks to junior staff.
  • Handle complex compliance and planning tasks.
  • Maintain high client contact and relationships.

Skills

Personal tax experience
Client management
Advisory skills

Education

CTA qualified

Job description


Over and over again we hear that it's the people that make this firm special and that's especially true of the private client team. They are generous in their support, friendly and welcoming and have created a fantastic working environment. Add in the quality of the client base, the training and the scope for promotion and it makes for one very attractive option.

The private client tax team is incredibly busy. New clients keep on coming and existing clients provide plenty of interesting work.

As a manager, you will have ownership of a portfolio, delegating less complex aspects to more junior colleagues, handling and managing complex compliance and getting involved in planning work, especially around residence, succession planning IHT etc. Clients include HNW and UHNW, successful business people, partnerships and trusts.

Client contact is high on the agenda here. There is an experienced admin team to ensure that the basics are taken care off, leaving more time to focus on really getting to know your clients.

The firm is grown-up in its approach to working practices. Hybrid is the norm and most are in the office 2 days a week. You can tailor this to suit your own circumstances and what works best for your day.

You are likely to be CTA qualified with plenty of good personal tax experience under your belt. You may be looking for the next challenge and the opportunity to get involved in more (or less) advisory, the choice is yours.


Do get in touch for more information.

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