TAX MANAGER

TN United Kingdom; Ilford; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player seeks a dedicated tax professional to manage a high net worth client portfolio. This role encompasses preparing and reviewing personal and corporate tax returns, liaising with HMRC, and collaborating on tax advisory projects. Ideal candidates will have a strong background in tax, excellent communication skills, and a commitment to client service. Join a dynamic team where you can further develop your expertise in trust and inheritance tax while contributing to a supportive environment that values growth and collaboration.

Qualifications

• Minimum of 3 years' practice experience in tax roles.
• Strong knowledge of trust and inheritance tax.

Responsibilities

• Preparation and review of personal and corporate tax returns.
• Liaising with HMRC on behalf of clients.

Skills

ATT/CTA Qualification

ACA/ACCA/STEP or QBE

Corporate Tax Knowledge

Strong IT Skills

Communication Skills

Organizational Skills

Client-focused

Numerical Skills

Education

ATT/CTA

ACA/ACCA/STEP or QBE

Tools

Excel

Iris

Job description

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Working with your own high net worth client portfolio, your role will involve the following duties and responsibilities:

Personal and Corporate Tax

1. Preparation and review of personal tax returns for a diverse range of clients.
2. Assisting in managing a client portfolio.
3. Communicating with clients via email and telephone, serving as a point of contact.
4. Preparation of capital gains tax calculations.
5. Liaising with HMRC on behalf of clients.
6. Assisting with HMRC inquiries into personal and corporate tax returns.
7. Supporting HMRC disclosures such as Let Property Campaigns and Worldwide Income Disclosures.
8. Preparation and review of forms P11D.
9. Preparing corporation tax computations and LLP income tax computations, reviewing those prepared by the accounts/audit team for corporate clients.
10. Assisting Managers and Directors with research into technical areas.
11. Opportunities to collaborate with Managers and Directors on tax advisory projects (e.g., restructuring, remuneration planning, incorporations, share buy-backs, R&D tax credits, EMI schemes, EIS and SEIS applications).
12. Training and supervising junior team members.
13. Participating in team management.
14. Preparing client fee proposals.

Personal Specification

This list is not exhaustive, nor does the order indicate importance.

Skills, Experience, and Attributes Required:

• Preferably ATT/CTA Part or Fully Qualified; candidates with ACA/ACCA/STEP or QBE with long-term tax experience are also considered.
• Interest in trust and inheritance tax, with a desire to develop expertise in this area.
• Strong literacy and numerical skills.
• Experience in a mixed tax role, with at least 50% practical knowledge in Corporate Tax.
• Strong IT skills, including Excel and ideally Iris.
• Minimum of 3 years' practice experience.
• Up-to-date technical knowledge of recent developments in tax.
• Excellent oral and written communication skills, capable of engaging with diverse audiences.
• Organized, capable of managing multiple tasks and a varied workload.
• Client-focused and commercially aware.
• Ability to work effectively under pressure.
• Willingness to learn new skills and adapt to change.
• Self-motivated, positive, and committed to the firm and its clients and team members.

Contact: 01702 567 302