Tax Manager

Curtis Recruitment Limited; Wokingham; On-site; GBP 60,000 - 85,000; Full time

Job summary

Curtis Recruitment Limited is recruiting a Personal Tax Manager for an independent accountancy firm in the UK. You will support the Tax Director with personal tax returns and advisory work for a mixed SME client portfolio, while mentoring junior staff.

This hands-on, client-facing role offers a collaborative team environment and a potential part-time arrangement for strong candidates. Excellent knowledge of UK tax legislation and strong communication skills are essential.

Qualifications

• Qualified ACCA/ATT/ACA/CTA or exceptional by experience.
• UK tax legislation knowledge.
• Minimum of 10 years in UK accountancy practice.
• Strong IT skills including tax and accounting software.

Responsibilities

• Manage a portfolio of personal clients and be the first contact for inquiries.
• Oversee preparation and review of tax returns and compliance filings.
• Support Tax Director on advisory projects and tax planning.
• Build relationships with clients and mentor junior staff.
• Liaise with HMRC and ensure deadlines are met.

Skills

Client facing

Mentoring

Communication

Portfolio management

Education

ACCA/ATT/ACA/CTA qualified

Tools

UK tax software

Accounting software

Job description

This Personal Tax Manager role is with an independent, well-established accountancy firm and will support the Tax Director with personal tax returns and advisory services to clients, alongside supporting and reviewing the work of Junior team members. The ideal candidate will be qualified ACCA, ATT, ACA or CTA, currently working as a Tax Manager within accountancy practice.

This is a hands-on role that would suit someone who enjoys client facing work and thrives on being an integral part of a collaborative team working on a mixed portfolio of SME clients.

Whilst a full-time Tax Manager is the preference, our client may consider applications from strong candidates seeking a part-time role

As Personal Tax Manager your responsibilities will include:

• Manage a portfolio of personal clients – be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation
• Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
• Support the Tax Director on advisory projects, including tax planning and structuring
• Act as a main point of contact for clients, building strong and lasting relationships
• Review work prepared by junior staff, and provide guidance and mentoring
• Liaise with HMRC on behalf of clients
• Ensure deadlines are met and workflows are managed effectively

• Be a qualified, part-qualified or exceptional qualified by experience accountant
• Strong tax experience gained within a UK accountancy practice – ideally a minimum of 10 years accountancy practice experience
• In-depth knowledge of UK tax legislation
• Good general IT skills including tax and accounting software
• Proven ability to manage a client portfolio independently
• Excellent communication and interpersonal skills

The successful candidate will benefit from working within a friendly team where you will be able to make this Personal Tax Manager role your own, taking on further responsibility as you progress with the firm.