Senior Personal Tax Manager - UHNW & Trusts

Clark Wood - Tax Recruitment; Thatcham; On-site; GBP 40,000 - 60,000; Full time

Job summary

Clark Wood – Tax Recruitment in Maidenhead seeks a Personal Tax Assistant Manager to oversee the personal tax portfolio, including UHNW, OMBs, non-doms and UK/offshore trusts and foundations.

You will manage work delivery, review compliance, liaise with HMRC and clients, and provide tax advice on changes and planning. The role is based in Maidenhead, with commutable access from surrounding areas.

Qualifications

• ATT or CTA, student or qualified preferred
• Adept at delivering high-quality personal tax compliance work, Self-Assessments & MTD for IT

Responsibilities

• Dealing with the preparation and submission of annual Tax Returns of all delegated clients, ensuring compliance with tax regulations
• Responsible for a general portfolio of clients with varying types and complexity
• Liaise with HM Revenue & Customs and clients on personal tax issues
• Provide tax advice including legislative changes or tax-efficient planning guidance
• Assist with P11D reviews when required

Skills

ATT or CTA

Tax compliance

Job description

Clark Wood – Tax Recruitment in Maidenhead seeks a Personal Tax Assistant Manager to oversee the personal tax portfolio, including UHNW, OMBs, non-doms and UK/offshore trusts and foundations.

You will manage work delivery, review compliance, liaise with HMRC and clients, and provide tax advice on changes and planning. The role is based in Maidenhead, with commutable access from surrounding areas.