Personal Tax Manager

TN United Kingdom; Witney; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

Join a dynamic accountancy practice as a Personal Tax Manager in Witney, where you'll manage individual clients' tax affairs and provide expert advice on tax compliance and planning. This role offers a competitive salary and opportunities for growth within a supportive environment. You'll be responsible for managing a diverse client portfolio, ensuring accurate tax returns, and developing innovative tax strategies. If you're passionate about tax and client service, this is the perfect opportunity to make a positive impact in a collaborative team.

Qualifications

• Preferably qualified CTA or ATT, with extensive tax experience.
• Strong knowledge of personal tax regulations and compliance.

Responsibilities

• Manage a portfolio of private clients, including tax compliance and reporting.
• Provide expert advice on personal tax matters and develop tax planning strategies.

Skills

Tax Compliance

Client Management

Tax Planning

Communication Skills

Attention to Detail

Education

CTA or ATT Qualification

Accounting Qualification

Tools

Accounting Software

Tax Software

Job description

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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 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.

• 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