Personal Tax Manager

Affinia; Orpington; Hybrid; GBP 55,000 - 75,000; Full time

Benefits offered by this job

Auto enrolment Pension Scheme

Death in Service

Professional membership support

Paycare for Dental/Optical/Therapies

Agile/Hybrid Working Policy

Dress for your Diary Policy

Job summary

A leading accountancy firm in the UK is seeking a Personal Tax Manager to oversee a diverse portfolio of clients. This role involves strategic management, client relationship building, and team leadership. The ideal candidate will have strong tax knowledge, autonomous working capability, and excellent organizational skills. This position offers competitive benefits and the opportunity to work in a collaborative environment.

Qualifications

• The ability to spot tax planning opportunities and progress independently.
• The ability to review others' work and develop junior staff.
• Strong communication skills to build relationships.

Responsibilities

• Leading client meetings and acting as a trusted advisor.
• Management of a large portfolio of individuals.
• Identifying tax planning opportunities for clients.

Skills

Strong tax technical knowledge and advisory experience

Excellent organisational skills

The ability to build a rapport and develop strong relationships

Proven track record of managing a varied tax portfolio

Job description

Personal Tax Manager

Affinia is a UK Top 50 accountancy firm, strengthened through a combination of strategic acquisitions and sustained expansion over the past 18 months.

We are committed to building strong relationships and fostering collaboration with both clients and colleagues. As a challenger in the accounting, tax and business advisory sector, Affinia brings together leading financial specialists across London, East Anglia and the South East, underpinned by a combined heritage of more than 300 years.

Our team of over 500 accountancy professionals operates from 11 offices, advising businesses, government bodies, public sector organisations and private individuals in the UK and internationally. We deliver expertise across seven core practice areas: Accountancy & Advisory, Tax & Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.

Purpose of the role:

In joining Affinia, you will be part of a growing, successful, forward thinking and dynamic tax department.

This role involves significant leadership, strategic financial management, high-level client relationship management, and driving growth for the Tax Service Line.

Accountabilities:

• Management of a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
• Management of the entire team’s compliance cycle, from overseeing the preparation of documents, subsequent reviews, advising clients directly of their tax positions and submission to HMRC.
• Complete and review complex compliance work to the highest of standards and using this touch point to continually identify tax planning opportunities for clients and subsequently pursue them.
• Line managing and mentoring of junior members of the tax team.
• Assisting with the internal tax training of staff within the team.
• Consistently act as an example to the staff around you and demonstrate the importance of integrity and high-quality work.
• Working collaboratively with staff across all our office locations to constantly improve our compliance processes and ensure that we continue to be at the cutting edge of tax technology enabling efficient delivery of quality tax work.
• Promote the Tax Service Line across the group and assist teams in other locations with tax matters.
• Supporting both leaders of the business and the wider tax team, with ad hoc advisory work, including the initial scoping out of projects, providing fee quotes, and assisting with the delivery of high-quality tax reports.
• Building and maintaining key relationships with clients and other professional third parties.
• Leading client meetings with complex clients and acting as a trusted advisor to them.
• Working in tandem with staff from other service lines to ensure a ‘joined up’ approach.
• Continually monitoring key KPI’s across your portfolio and the team such as WIP, billing and debtors and ensuring our functions are operating in a profitable manner.
• Drive new business opportunities across the client base and liaise with senior staff with the engagement of new clients. Strive to maximise fee revenues and constantly add value.

Professional skills/qualifications:

• Strong tax technical knowledge and advisory experience.
• A continued aspiration to further your skill set.
• The ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• The ability to work autonomously and lead others.
• Excellent organisational skills.
• The ability to review other people’s work and develop junior staff through clear and constructive feedback.
• The ability to build a rapport and develop strong relationships with clients, colleagues, and external stakeholders.

Core Benefits:

• Auto enrolment Pension Scheme with True Potential.
• Death in Service.
• Professional membership support.
• Paycare – claim money back for Dental / Optical / Professional Therapies.
• Agile/Hybrid Working Policy.
• Dress for your Diary Policy.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.