TAX MANAGER

Armstrong Knight; Tendring; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial services firm in Tendring seeks a Tax Consultant to manage a high net worth client portfolio. The role involves preparing personal tax returns, liaising with HMRC, and assisting clients with tax inquiries. Candidates should have a strong background in corporate tax and relevant qualifications. Excellent communication and organisational skills are vital, as well as a client-focused approach.

Qualifications

• Minimum 3 years practice experience required.
• Strong base of experience in a mixed tax role needed.
• Up-to-date technical knowledge in tax arena essential.

Responsibilities

• Prepare and review personal tax returns.
• Assist with the management of a client portfolio.
• Liaise with HMRC on behalf of clients.

Skills

Attention to Detail

Strong Communication

Client Focused

Organisational Skills

Commercial Awareness

Education

ATT/CTA Part or Fully Qualified

ACA/ACCA/STEP or QBE Experience

Tools

Excel

Iris Software

Job description

Working with your own high net worth client portfolio your role will provide exposure to the following duties and responsibilities:

Personal and Corporate Tax

• Preparation/review of personal tax returns for a wide variety of clients.
• Assisting with the management of a client portfolio.
• Communicating with clients via email/telephone and being a point of contact.
• Preparation of capital gains tax calculations.
• Liaising with HMRC on behalf of clients.
• Assisting with HMRC enquiries into personal and corporate tax returns.
• Assisting with HMRC disclosures such as Let Property Campaigns and Worldwide Income Disclosures.
• Preparation/review of forms P11D.
• Prepare corporation tax computations and LLP income tax computations and review those prepared by the accounts/audit team for corporate clients.
• Assisting the Managers and Directors with research into other technical areas.
• Opportunity to work with Managers and Directors on tax advisory projects for existing clients and prospects (for example, restructuring/reorganisations, remuneration planning, incorporations, share buy-backs, R&D tax credits, EMI schemes, EIS and SEIS applications).
• Training and supervision of junior team members.
• Involvement in management of the team.
• Preparation of fees for clients.

Personal Specification

This list is not intended to be exhaustive nor is the order of listing to be taken as an indication of importance

Skills, Experience and Attributes required:-

• Preferably ATT/CTA Part or Fully Qualified, however candidates with ACA/ACCA/STEP or QBE who have been working in tax long-term gaining the skills outlined for the role.
• Preferably with a keen interest in trust/inheritance tax who want to develop their expertise in this area
• Strong literacy and numerical skills
• Strong base of experience in a mixed tax role, preferably with a minimum of 50% Corporate Tax practical knowledge.
• Strong IT skills - Excel and ideally Iris
• A minimum of 3 years practice experience
• Good up-to-date technical knowledge including recent developments within the tax arena
• Strong communication skills - oral and written, ability to deal with variety of people in different environments
• Organised - ability to deal with a variety of tasks and managing a varied workload
• Client focused
• Commercially aware
• Ability to work well under pressure
• Willingness to learn new skills
• Adaptable to change
• Self-motivated
• Be positive and committed to the firm in dealings with both clients and team members