Personal Tax Manager

IPS Group Ltd; Wakefield; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading firm of Chartered Accountants in Wakefield is looking for a Personal Tax Manager to manage client portfolios and provide expert tax guidance. The role includes client interactions, addressing HMRC queries, and training junior staff. A competitive salary and comprehensive benefits package are offered, alongside hybrid work options.

Benefits

25 days holiday plus bank holidays

Death in service

Up to 5% employers pension contribution

Cycle to work scheme

Free on-site parking

Hybrid / flexible work options

Employee Assistance Programme

Reward and recognition programme

Qualifications

• Experienced personal tax professional within an Accountancy firm.
• Ability to convey specialist knowledge clearly.
• Strong team player willing to support junior colleagues.

Responsibilities

• Manage a portfolio of clients regarding their personal tax returns.
• Regular client interactions for professional service delivery.
• Assist in the development of less experienced colleagues.

Skills

Client Management

Tax Legislation Knowledge

Team Leadership

Education

ATT qualified or Qualified by Experience

Job description

Exciting opportunity for a Personal Tax Manager to join a modern and well-respected firm of Chartered Accountants in Wakefield.

This firm is a fantastic success story, having grown significantly since inception to now offering their clients a range of services including Audit, Tax, Accountancy and Outsourcing.

This firm has a wide range of individuals working for them and they are now keen to expand their existing team with a Personal Tax Manager.

As a Personal Tax Manager, you will be responsible for:

• Managing a portfolio of clients (individuals and partnerships) in relation to their personal tax returns.
• Regularly meeting with and speaking to clients to ensure the provision of a knowledgeable and professional level of service
• Dealing with P11D benefits forms
• Dealing with HMRC queries and letters
• Keeping up to date with changes in tax legislation
• Assisting in the development of less experienced colleagues, providing training/instruction where needed and reviewing the work of junior colleagues

To qualify for this Personal Tax Manager opportunity:

• An experienced personal tax professional currently working within an Accountancy firm.
• Ideally ATT qualified or qualified by experience.
• Able to convey specialist knowledge in an understandable manner
• Strong team player, willing and able to share knowledge and experience with more junior colleagues
• Able to manage own workload and meet deadlines in an autonomous role

What’s on offer:

• 25 days holiday plus bank holidays
• Death in service
• Up to 5% employers pension contribution
• Cycle to work scheme
• Free on-site parking
• Hybrid / flexible work options
• Employee Assistance Programme
• Reward and recognition programme
• Salary from £40,000 to £45,000

If you are interested in this Personal Tax Manager opportunity or would like any further information, please do not hesitate to contact Leah Mason at IPS Finance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.