Tax Manager - Personal Team

UHY Hacker Young LLP; Brighton; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

25 days holiday (FTE)

Auto enrolment Pension Scheme

Death in Service

Professional membership support

Paycare – health & therapies

Agile/Hybrid Working Policy

Dress for your Diary Policy

Job summary

Affinia is a leading UK tax practice seeking an experienced tax professional to lead personal tax compliance and advisory work. You will manage a broad portfolio of individuals, mentor staff, and play a pivotal role in business development, with hybrid working between office, client sites, and home.

A strong tax background and leadership capability are essential. The role offers opportunities to engage in high-value advisory work and to drive growth for the Tax Service Line across Crawley and

Qualifications

• CTA qualification preferred.
• Strong tax technical knowledge and advisory experience.
• Ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• Ability to work autonomously and lead others.
• Excellent organisational skills.
• Ability to review other people’s work and develop junior staff through clear feedback.
• Ability to build rapport with clients, colleagues and external stakeholders.

Responsibilities

• Manage a large portfolio of individuals and unincorporated businesses.
• Oversee the team’s compliance cycle and advise clients on tax positions.
• Complete and review complex compliance work and identify planning opportunities.
• Line manage and mentor junior members of the tax team.
• Contribute to internal tax training and uphold high standards.
• Lead client meetings and act as a trusted advisor.
• Collaborate across service lines for a joined-up tax delivery.
• Drive growth opportunities and add value with fee quotes.

Skills

CTA qualification

Tax technical knowledge

Tax advisory experience

Spot tax planning opportunities

Portfolio management

Autonomy & leadership

Organisational skills

Mentoring junior staff

Job description

Affinia is the UK’s largest purpose-led, purpose-built Accountancy firm, focused on building stronger, more valuable relationships. With over 1,600 colleagues across the East, South East, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities. We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines - Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery. Our team also offer in-depth sector expertise across a number of sectors, ensuring our clients receive the best short to medium and long-term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations. Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us. Real people. Real growth. Real difference.

Purpose Of The Role

In joining Affinia, you will be part of a growing, successful, forward thinking and dynamic tax department. This role involves significant leadership, strategic financial management, high-level client relationship management, and driving growth for the Tax Service Line. The role requires an experienced individual of Personal Tax compliance processes and workflow. However, there is also ample opportunity to get involved in high-value advisory work for a varied portfolio of individuals.

You will be involved in the delivery of ad hoc projects and the preparation of bespoke tax planning reports. Having a commercial mindset will be key as you will need to play a role in business development. This includes spotting opportunities for growth within existing clients and pitching for new business. As well as guiding and mentoring a team of tax staff, you will also need to play a pivotal role in supporting the leaders of the Tax Service Line in delivering a strategic and successful approach. We operate a hybrid working model, so you will split your time between the office, client sites when required, and from home when you are able.

Accountabilities

• Management of a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
• Management of the entire team’s compliance cycle, from overseeing the preparation of documents, subsequent reviews, advising clients directly of their tax positions and submission to HMRC.
• Complete and review complex compliance work to the highest of standards and using this touch point to continually identify tax planning opportunities for clients and subsequently pursue them.
• Line managing and mentoring of junior members of the tax team.
• Assisting with the internal tax training of staff within the team.
• Consistently act as an example to the staff around you and demonstrate the importance of integrity and high-quality work.
• Working collaboratively with staff across all our office locations to constantly improve our compliance processes and ensure that we continue to be at the cutting edge of tax technology enabling efficient delivery of quality tax work.
• Promote the Tax Service Line across the group and assist teams in other locations with tax matters.
• Supporting both leaders of the business and the wider tax team, with ad hoc advisory work, including the initial scoping out of projects, providing fee quotes, and assisting with the delivery of high-quality tax reports.
• Building and maintaining key relationships with clients and other professional third parties.
• Leading client meetings with complex clients and acting as a trusted advisor to them.
• Working in tandem with staff from other service lines to ensure a ‘joined up’ approach.
• Continually monitoring key KPI’s across your portfolio and the team such as WIP, billing and debtors and ensuring our functions are operating in a profitable manner.
• Drive new business opportunities across the client base and liaise with senior staff with the engagement of new clients. Strive to maximise fee revenues and constantly add value.
• This role is based in Crawley or Brighton

Professional Skills/qualifications

• CTA qualification preferred.
• Strong tax technical knowledge and advisory experience.
• A continued aspiration to further your skill set.
• The ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• The ability to work autonomously and lead others.
• Excellent organisational skills.
• The ability to review other people’s work and develop junior staff through clear and constructive feedback.
• The ability to build a rapport and develop strong relationships with clients, colleagues, and external stakeholders.

Culture & Benefits

At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

• 25 days holiday (FTE) plus Bank Holidays (Sept-Aug).
• Auto enrolment Pension Scheme with True Potential
• Death in Service
• Professional membership support
• Paycare – claim money back for Dental / Optical / Professional Therapies
• Agile/Hybrid Working Policy
• Dress for your Diary Policy

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

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