Personal Tax Manager

Clark Wood; Wigan; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in Wigan is seeking an experienced Personal Tax Manager to join their team. This role involves managing a portfolio of clients, overseeing compliance work, and providing advisory services. Candidates should ideally hold a CTA qualification and possess strong personal tax experience within a practice environment.

Qualifications

• Ideally CTA Qualified although ATT Qualified or QBE will be considered equally.
• Strong Personal Tax experience within a practice environment is essential.

Responsibilities

• Leading a team of Tax Seniors and Trainees providing support and guidance.
• Preparing and reviewing self-assessment and tax returns for individuals, partnerships, trusts and estates.
• Overseeing and managing the Tax return process for all Personal Tax clients.

Skills

Strong Personal Tax experience within a practice environment

Education

CTA Qualified

ATT Qualified

QBE

Job description

Contact:

Contact email:

Contact phone:

07825 278674

Published:

17 days ago

Expiry date:

2025-06-28

Consultant:

Accountancy Practice and Tax recruitment specialists Clark Wood are working with one of Wigan’s most prestigious firms of chartered accountants who are looking to add an experienced and driven Personal Tax Manager to the team.

You will work with a diverse array of clients and will be responsible for ensuring that all compliance work is completed accurately and efficiently. You will have responsibility for undertaking compliance work for the more complex clients within the portfolio. The majority of your day to day role will be focused to the review of tax returns prepared by other members of the team.

As a Personal Tax Manager you will form an integral part of the firm’s tax offering and will work closely with the Partners. You will have responsibility for overseeing Tax Seniors and Trainees within the team which will see you reviewing their work and providing support and guidance to them as necessary.

There will also be advisory work involved in the role, with you providing guidance and tax planning services to clients.

This is a fantastic opportunity for the successful individual to join a leading firm in Wigan where you will undertake a role with an excellent level of responsibility and autonomy, and will be rewarded with an excellent salary and benefits package.

Duties & Responsibilities:

Leading a team of Tax Seniors and Trainees providing support and guidance.
Managing a portfolio of clients, acting as the main point of contact.
Preparing and reviewing self-assessment and tax returns for individuals, partnerships, trusts and estates.
Overseeing and managing the Tax return process for all Personal Tax clients.
Working with a diverse array of clients and will be responsible for ensuring that all compliance work is completed accurately and efficiently.
Accountability for undertaking compliance work for the complex clients within the portfolio.
Dealing with HMRC enquiries and compliance checks.
Element of advisory work involved in the role, with you providing guidance and tax planning services to clients.
Providing support on planning projects and researching technical issues.
General management of the tax billing process including monthly WIP management

Skills:

Ideally CTA Qualified although ATT Qualified or QBE will be considered equally
Strong Personal Tax experience within a practice environment is essential

For further information on this role please contact Curtis Reid at Clark Wood - [e-mail] / 07825 278674

If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 if we assist them in securing a permanent role

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.