Personal Tax Manager

www.topfinancialjobs.co.uk - Jobboard; Witney; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Personal Tax Manager to join their team in Witney. This pivotal role involves managing tax affairs for individual clients, providing expert advice, and ensuring compliance with tax regulations. The successful candidate will thrive in a supportive environment that encourages professional growth and development. With responsibilities ranging from client portfolio management to strategic tax planning, this position offers a unique opportunity to make a significant impact in a dynamic setting. If you are passionate about tax and client service, this role is perfect for you.

Qualifications

• Extensive tax experience within a practice environment.
• Strong knowledge of personal tax regulations and compliance.
• Excellent communication and client management skills.

Responsibilities

• Manage a portfolio of private clients and their tax affairs.
• Ensure accurate preparation of personal tax returns.
• Provide expert advice on personal tax matters and planning.

Skills

Personal Tax Knowledge

Client Management

Tax Compliance

Communication Skills

Attention to Detail

Education

CTA or ATT Qualification

Accounting Qualification

Tools

Accounting Software

Tax Software

Job description

We are recruiting for a Personal Tax Manager, to join the team at our client s accountancy practice in Witney. The successful candidate will play a crucial role in managing the tax affairs of individual clients, including providing expert tax advice, ensuring compliance with tax laws, and delivering exceptional service to clients.

You will receive a competitive salary, depending upon experience and have the opportunity to grow within a supportive working environment. This Personal Tax Manager role is offered as office based, however, there is scope for an element of hybrid working.

As Personal Tax Manager your responsibilities will be varied to include managing a client portfolio, tax compliance and reporting and strategic tax planning.

Client Portfolio Management:

• Manage a portfolio of private clients, including individuals, sole traders, partnerships, and a small number of trusts
• Prepare and review self-assessment and partnership tax returns
• Calculate tax liabilities and identify tax planning opportunities
• Handle client queries promptly and professionally
• Correspond with HMRC as required
• Liaise directly with clients to build strong relationships

Tax Compliance and Reporting:

• Ensure accurate and timely preparation of personal tax returns
• Handle capital gains computations
• Assist with ad hoc advisory work as needed
• Collaborate with senior managers and partners

Tax Planning and Strategy:

• Provide expert advice on personal tax matters
• Develop innovative tax planning strategies
• Stay informed about changes in tax legislation
• Advise clients on areas such as capital gains tax and property tax

Please do apply for this role if you can satisfy the following criteria:

• Preferably qualified CTA or ATT, although candidates with other accounting qualifications and exceptional qualified by experience candidate will be considered
• Extensive tax experience gained within a practice environment with strong knowledge of personal tax regulations
• Excellent communication and client management skills
• Solid IT skills; good working knowledge of accounting and tax software
• Attention to detail and ability to meet deadlines
• Be passionate about tax, client service, and making a positive impact

Submit your CV for this Personal Tax Manager role

Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa.

Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK.

Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.