Personal Tax Manager

Clark Wood - Tax Recruitment; Newport; On-site; GBP 45,000 - 50,000; Full time

Job summary

An established industry player is seeking a Personal Tax Manager to join their dynamic team in Newport. This role offers a unique opportunity to work closely with partners, oversee a dedicated team, and manage a diverse client portfolio. You will provide strategic tax advice, ensure compliance, and mentor junior staff, all while enjoying significant responsibility and autonomy. If you are a driven professional looking to make a meaningful impact in a supportive environment, this position could be your next career milestone.

Qualifications

• ATT or CTA qualified with substantial personal tax experience in a practice.
• Proven ability to manage client portfolios ensuring compliance.

Responsibilities

• Manage and review tax returns for accuracy and compliance.
• Provide tax advisory services and strategic planning for clients.
• Mentor junior team members and support their development.

Skills

ATT or CTA Qualification

Personal Tax Experience

Client Portfolio Management

Tax Advisory Services

Mentoring Junior Team Members

Education

ATT or CTA Qualified

Job description

Personal Tax Manager
Location: Newport
Salary: Circa £45,000 - £50,000 (Dependent on Experience)

Clark Wood, specialists in Accountancy Practice and Tax recruitment, are currently assisting a prominent independent firm of chartered accountants in Newport to recruit an accomplished Personal Tax Manager. This role offers an opportunity to join a dynamic team, working closely with partners and overseeing a dedicated team of Tax Seniors and Trainees.

Key Responsibilities:

1. Manage and review tax returns prepared by team members, ensuring accuracy and compliance.
2. Provide tax advisory services and strategic tax planning to a diverse client base.
3. Liaise directly with clients to understand their needs and offer comprehensive advice.
4. Identify opportunities for additional client services and coordinate with specialists.
5. Mentor and support junior team members, providing guidance and training as needed.
6. Take ownership of client portfolio management, including billing and debt collection.
7. Engage in business development activities and contribute to internal Tax Technical Training sessions.

Skills and Experience Required:

1. ATT or CTA Qualified with substantial experience in Personal Tax within a practice environment.
2. Proven ability to manage a portfolio of clients, ensuring compliance and high-quality service delivery.
3. Capability to provide clear, concise tax advice and handle complex tax issues.
4. Prior experience in managing and guiding junior team members is advantageous.

This role presents an excellent opportunity for a driven individual to join a respected firm in Newport, offering significant responsibility and autonomy within a supportive environment.

For further details, please contact Jack Wyatt at Clark Wood – [e-mail] / 07880 255933.