Personal Tax Manager/Senior Manager

TPF Recruitment Ltd; England; Presencial; GBP 90.000 - 150.000; Tempo integral

Resumo da vaga

TPF Recruitment Ltd in the United Kingdom is seeking an experienced Personal Tax Senior Manager or Director to lead a growing private client portfolio within a forward-thinking practice. The role combines high-level advisory work, compliance oversight, and team development, with direct client contact and significant input into the future direction of the tax department.

ACA/ACCA/CTA qualifications are required, with CTA advantageous, and a demonstrated track record with high net worth

Qualificações

• Qualified ACA/ACCA and/or CTA; CTA advantageous.
• Significant personal tax experience in an accountancy practice.
• Strong technical knowledge of personal tax compliance and advisory matters.
• Experience managing a substantial and varied personal tax portfolio.
• Excellent communication skills with high net worth clients and senior stakeholders.

Responsabilidades

• Managing a substantial and varied portfolio of personal tax clients, including individuals, business owners and unincorporated businesses.
• Overseeing the personal tax compliance process, including the preparation and review of self assessment tax returns and associated filings.
• Providing high quality personal tax advice and proactively identifying tax planning opportunities across the client portfolio.
• Leading and supporting a variety of personal tax advisory projects, including the preparation of bespoke tax planning reports.
• Managing, mentoring and developing junior members of the tax team, providing technical guidance and constructive feedback.
• Reviewing complex personal tax work and ensuring compliance with relevant legislation and HMRC requirements.
• Building and maintaining strong relationships with clients, acting as a trusted adviser on personal tax matters.
• Supporting business development activities, identifying opportunities within existing clients and assisting with new client pitches.
• Working closely with partners, directors and colleagues across other departments to deliver a comprehensive service to clients.
• Monitoring portfolio performance, including WIP, billing, debtors and overall profitability.
• Contributing to the development of internal processes, systems and tax technology to improve efficiency and service delivery.
• Supporting the wider leadership team with the strategic development and continued growth of the tax department.

Conhecimentos

Communication skills

Business development

Leadership/mentoring

Team management

Formação

ACA/ACCA/CTA qualified

Descrição da vaga

TPF Recruitment is recruiting for a well established and growing firm of chartered accountants that is looking to appoint an experienced Personal Tax Senior Manager or Director to join its successful tax department.

This is an excellent opportunity for an ambitious personal tax professional to take on a senior position within a forward thinking practice, offering a varied combination of personal tax compliance, high level advisory work, team management and business development.

The successful candidate will manage a substantial and varied portfolio of private clients, including high net worth individuals, business owners and unincorporated businesses, whilst playing a key role in developing the wider tax team and supporting the continued growth of the department.

The position offers plenty of autonomy, direct client contact and the opportunity to influence the future direction of the personal tax service.

Responsibilities

• Managing a substantial and varied portfolio of personal tax clients, including individuals, business owners and unincorporated businesses.
• Overseeing the personal tax compliance process, including the preparation and review of self assessment tax returns and associated filings.
• Providing high quality personal tax advice and proactively identifying tax planning opportunities across the client portfolio.
• Leading and supporting a variety of personal tax advisory projects, including the preparation of bespoke tax planning reports.
• Managing, mentoring and developing junior members of the tax team, providing technical guidance and constructive feedback.
• Reviewing complex personal tax work and ensuring compliance with relevant legislation and HMRC requirements.
• Building and maintaining strong relationships with clients, acting as a trusted adviser on personal tax matters.
• Supporting business development activities, identifying opportunities within existing clients and assisting with new client pitches.
• Working closely with partners, directors and colleagues across other departments to deliver a comprehensive service to clients.
• Monitoring portfolio performance, including WIP, billing, debtors and overall profitability.
• Contributing to the development of internal processes, systems and tax technology to improve efficiency and service delivery.
• Supporting the wider leadership team with the strategic development and continued growth of the tax department.

Requirements

• ACA, ACCA and/or CTA qualified, with CTA particularly advantageous.
• Significant personal tax experience gained within an accountancy practice.
• Strong technical knowledge of personal tax compliance and advisory matters.
• Previous experience managing a substantial and varied personal tax portfolio.
• Experience reviewing complex personal tax returns and identifying tax planning opportunities.
• Previous experience managing, mentoring or supervising junior tax professionals.
• Excellent communication skills, with the confidence to advise high net worth individuals, business owners and other senior stakeholders.
• A commercial approach, with an interest in business development and growing client relationships.
• Strong organisational skills and the ability to manage competing deadlines.
• A proactive, ambitious approach and an interest in contributing to the long term success of a growing tax department.