Tax Manager - Personal team

Affinia; Sutton Coldfield; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Auto enrolment Pension Scheme

Death in Service

Professional membership support

Paycare for Dental/Optical/Therapies

Agile/Hybrid Working Policy

Dress for your Diary Policy

Job summary

Affinia, a leading UK accounting firm, seeks a dynamic individual for their tax department. The role involves strategic management of tax services, client relationship building, and mentoring junior staff. Successful candidates will possess strong tax knowledge and the ability to identify planning opportunities. The firm promotes a hybrid working model, offering core benefits like a pension scheme, death in service coverage, and professional support, fostering an inclusive and ambitious work culture.

Qualifications

• Strong tax technical knowledge and advisory experience.
• Ability to spot tax planning opportunities and progress these independently.
• Proven track record of managing a varied tax portfolio.

Responsibilities

• Manage a large portfolio of individuals and businesses.
• Oversee compliance cycles and tax submissions to HMRC.
• Mentor junior tax team members.
• Support business development by identifying growth opportunities.

Skills

Tax technical knowledge

Advisory experience

Organizational skills

Client relationship building

Job description

Affinia is a UK Top 35 Accounting firm, where we support our clients with everything from day-to-day Accounting, Audit and Tax planning to strategic business advice, compliance and specialist services such as Cloud Accounting, Payroll and Mergers & Acquisitions across a wide range of sectors. We are committed to delivering excellence in every aspect of our work, adapting to the evolving regulatory landscape while consistently exceeding client expectations.

We focus on building authentic connections, collaboration and growth, both with our clients and colleagues, bringing together financial experts from across London, East Anglia & South East England. We have more than 1000 professionals across our 17+ offices and advise businesses, and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy, Tax Compliance and Advisory, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.

We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and organic growth. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short, medium and long-term advice.

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 and we provide both technical/hard and ‘soft’ skills training through platforms such as Tolley’s, Mercia, Croner-i and LinkedIn Learning.

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.

Professional Skills/qualifications

• 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 & Core 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:

• 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.