Personal Tax Senior

Sheridan Maine; Greater London; Presencial; GBP 45.000 - 55.000; Jornada completa

Descripción de la vacante

Sheridan Maine is recruiting for an experienced Personal Tax Manager based in north west London. You will join a professional and supportive team, overseeing a varied portfolio of private clients and delivering high-quality personal tax services.

The role mixes personal tax compliance with advisory work, focusing on client relationships, advisory input, and ownership of the portfolio. UK tax rules and deadlines are essential, with a proactive, detail-focused approach required.

Formación

• UK personal tax knowledge in a UK accountancy setting.
• Experience handling private client tax matters and portfolios.
• Ability to guide clients with tax planning and advisory work.
• Experience reviewing work and mentoring juniors.
• Strong client communication and deadline management.
• Proactive, professional approach with attention to detail.

Responsabilidades

• Manage a varied personal tax portfolio including high-net-worth individuals and business owners.
• Oversee preparation and review of self-assessment tax returns.
• Advise on personal tax planning, capital gains tax and inheritance tax.
• Ensure compliance with tax laws and deadlines.
• Be the main client contact, providing practical tax advice and resolving queries.
• Liaise with HMRC on behalf of clients and handle enquiries.
• Review junior colleagues' work and provide guidance.
• Collaborate with Partners on complex tax matters and advisory work.
• Spot opportunities to grow services and strengthen client relationships.

Conocimientos

UK personal tax

Portfolio management

Client liaison

Communication

Attention to detail

Organisational skills

Educación

ATT/CTA qualification

Descripción del empleo

Personal Tax Manager | North West London | Up to £50k p.a.

“Behind every good client strategy is a great tax professional making it possible.”

Sheridan Maine is delighted to be recruiting on behalf of an established accountancy practice based in north west London. This is an excellent opportunity for an experienced Personal Tax Manager to join a professional and supportive team, taking responsibility for a varied portfolio of private clients and delivering high-quality personal tax services.

The position offers a varied mix of personal tax compliance and advisory work, making it particularly appealing to someone who enjoys managing client relationships, providing specialist tax advice and taking ownership of their portfolio.

Key responsibilities of the Personal Tax Manager will include:

• Managing a varied portfolio of personal tax clients, including high-net-worth individuals, company directors and business owners.


• Overseeing the preparation and review of self-assessment tax returns.


• Providing advice on personal tax planning, capital gains tax and inheritance tax matters.


• Ensuring compliance with relevant tax legislation and meeting statutory deadlines.


• Acting as a key point of contact for clients, providing practical tax advice and resolving queries.


• Liaising with HMRC on behalf of clients and assisting with tax enquiries.


• Reviewing work prepared by junior colleagues and providing guidance where required.


• Working closely with Partners on complex tax matters and advisory assignments.


• Identifying opportunities to provide additional services and strengthen client relationships.

The successful Personal Tax Manager will have:

• A minimum of 2 years' experience working within a UK accountancy practice.


• ATT or CTA qualification, or equivalent practical experience.


• Strong technical knowledge of UK personal taxation.


• Previous experience managing a portfolio of personal tax clients.


• Experience in personal tax compliance and advisory work.


• Excellent communication skills and the confidence to liaise directly with clients.


• Strong organisational skills and the ability to manage competing deadlines.
  
• Experience reviewing work and supporting junior colleagues.


• A proactive, professional approach with excellent attention to detail.

This is an excellent opportunity for an experienced Personal Tax Manager looking to further develop their career within an established Kent accountancy practice, offering a varied workload and the opportunity to build lasting client relationships.

You are required to be eligible to work in the UK full time without restriction.