Personal Tax Manager

Clark Wood; Workington; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable Cumbrian firm is seeking a Personal Tax Manager in Workington. The role involves managing client tax affairs and providing expert advice on tax compliance and planning. Candidates should have strong personal tax experience and be ATT qualified. Offering hybrid working and a competitive salary with performance-related bonuses.

Benefits

Competitive salary

Hybrid working

Performance related bonus

Qualifications

• Experience in handling client tax affairs across income tax, corporation tax, VAT, capital gains, and inheritance tax.
• Ability to provide expert tax compliance and planning advice.

Responsibilities

• Manage all aspects of client tax affairs to ensure compliance.
• Deliver cost-effective taxation services tailored to clients' needs.
• Conduct pre-year-end tax planning meetings with clients.

Skills

ATT Qualified

Strong Personal Tax experience

Job description

Clark Wood are delighted to be working with a leading Cumbrian firm who are actively seeking a Personal Tax Manager to join them in their Workington office and play a key role overseeing the tax department.

The successful candidate will be responsible for managing all aspects of client tax affairs, ensuring high-quality service while minimizing tax liabilities across income tax, corporation tax, VAT, capital gains, and inheritance tax.

The firm have an excellent reputation across the West Coast and can offer a competitive salary, hybrid working and an unrivalled performance related bonus circa 15-17% of annual earnings.

Key Responsibilities

• Provide expert advice on tax compliance and planning.
• Stay updated on current tax laws and HMRC guidelines.
• Ensure client tax affairs comply with relevant legislation.
• Support the Managing Director in achieving the annual business plan.

Key Tasks

• Deliver cost-effective taxation services to clients.
• Manage income tax returns and review clients' total tax position.
• Prepare tax computations, capital allowance claims, and loss relief.
• Advise on personal financial planning and tax strategies.
• Conduct pre-year-end tax planning meetings.
• Support managers in client tax returns and provide tax estimates.
• Assist with client meeting preparation to reduce non-chargeable time.
• Collaborate with the MD on work priorities, fee discussions, and appraisals.

Skills

• ATT Qualified
• Strong Personal Tax experience within a practice environment is essential

For further information on this role please contact Jack Wyatt at Clark Wood - [e-mail] / 07880 255933

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 in vouchers if we assist them in securing a permanent role