Personal Tax Manager

www.topfinancialjobs.co.uk - Jobboard; Norwich; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading firm in Norwich is seeking a Personal Tax Manager to manage a portfolio of high-net-worth clients. The role offers excellent career progression, complex tax compliance work, and a competitive salary. Candidates should be CTA or ACCA/ACA qualified with strong communication skills.

Benefits

Competitive salary and benefits package

Opportunity for progression within the Firm

A split between home and office working is an option

Further training and qualifications

Qualifications

• Experience dealing with complex tax compliance and advisory work.
• Experience of overseeing and reviewing the work of trainees.

Responsibilities

• Manage a portfolio of clients in Personal Tax.
• Provide tax planning solutions tailored to medical professionals.
• Navigate complex NHS pension schemes for clients.

Skills

Communication

Excel

Education

CTA qualified

ACCA/ACA qualified

Job description

Description:

Personal Tax Manager job in Norwich - Great firm, unlimited progression & high salary

An opportunity has arisen for a Personal Tax Manager to join a leading and progressive firm of Chartered Accountants, Tax Specialists, and Business Advisers in Norwich. Our client values teamwork, respect, and excellence, ensuring they are not only the first choice of their clients but also an employer of choice in Norfolk.

The Role

The role is to be responsible for managing a portfolio of clients in the Norfolk and Suffolk area within the specialism of Personal Tax. This role will sit within the Personal Tax team in the wider Tax department and offers excellent career progression and a genuine opportunity for someone to develop their knowledge.

Duties include, but are not limited to:

1. Complex personal tax compliance and advisory work for high-net-worth individuals including advice on residence and domicile;
2. Provide tax planning solutions tailored to medical professionals, including doctors, consultants, and other healthcare practitioners;
3. Navigate complex NHS pension schemes, income sources, and expense deductions to optimise tax outcomes for clients in the medical field;
4. Responsible for quoting fees, raising fee invoices, and managing their own WIP (work in progress);
5. Working with Trainees and Assistants to support their workload and ongoing practical training;
6. Working closely and assisting the Tax Managers, Director of Private Client Services, and Partners with complex planning matters;
7. Demonstrating a proactive understanding of current tax legislation, compliance regulations, and technical developments relevant to client situations;
8. Ensuring work is undertaken to comply with relevant professional standards.

The Candidate

• CTA qualified, and/or ACCA/ACA qualified
• Experience dealing with complex tax compliance and advisory work;
• Experience of overseeing and reviewing the work of trainees;
• Excellent verbal and written communication skills and Excel skills;
• Working knowledge of accounting packages is preferred but full training is available.

Our Benefits

• Competitive salary and benefits package
• Opportunity for progression within the Firm
• A split between home and office working is an option
• Further training and qualifications

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.