Personal Tax Manager

TN United Kingdom; Manchester; On-site; GBP 45,000 - 70,000; Full time

Job summary

An established industry player in the heart of Manchester is seeking a Personal Tax Manager to oversee a portfolio of high-net-worth clients. This role involves managing compliance matters, preparing self-assessment tax returns, and handling complex tax affairs. The ideal candidate will be CTA or ACA qualified, with experience in a managerial position within a medium to large firm. Exceptional interpersonal and organizational skills are essential, as you will be responsible for mentoring junior staff and collaborating with senior management. Join a dynamic team dedicated to delivering high-quality tax services in a supportive environment.

Qualifications

• Experience in a similar position in a medium to large-sized firm.
• Ability to manage and review junior staff work.

Responsibilities

• Manage a portfolio of high-net-worth private clients and compliance matters.
• Assist in planning and advisory projects for clients.

Skills

Self-assessment tax returns

CGT calculations

Estate tax returns

Staff management

Interpersonal skills

Education

CTA qualified

ACA qualified

Job description

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Leading North West based accountancy practice in the heart of Manchester is looking to add a Personal Tax Manager to their team.

Role:

• Responsible for your own portfolio of high-net-worth private clients including all compliance matters and assisting with planning and advisory projects. Work includes:
• Self-assessment tax returns for wealthy individuals, partnerships and trusts
• Associated tax computations including CGT calculations on securities, chattels and property transactions
• Completion of estate tax returns
• Related and complex aspects of looking after the tax affairs of a variety of high-net-worth private clients, including non-UK domiciliaries.
• You will manage and review the work of junior staff within the group and take active responsibility for staff development.
• You will report directly to a senior manager and partner and assist them in the management of the group as a whole

Requirements:

• CTA or ACA qualified
• Experience in a similar position in a medium to large-sized firm and currently operating as a manager.
• Experience in organising the delivery of tax work, problem-solving and the ability to use your own initiative is essential, with the experience of sole trader accounts preparation and preparing computations from accounts being desirable.
• The successful applicant will require confidence in dealing with partners and clients, excellent organisation and interpersonal skills, and the ability to provide accurate work in a timely and cost-effective manner.