TAX MANAGER

Armstrong Knight; Brentwood (MD); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Fantastic salary and benefits package

Job summary

A leading financial services firm in Brentwood is seeking a qualified Personal Tax Manager to manage a diverse client portfolio. The ideal candidate will have at least 5 years of PQE, strong client relationship skills, and the ability to explain complex tax issues clearly. This role includes preparing tax returns and advising on residency matters. A fantastic salary and benefits package is offered for the right candidate.

Qualifications

• Minimum 5 years PQE in tax preparation and management in an accountancy practice.
• Ability to work independently and in a team.
• Proactive and motivated with strong organizational skills.
• Ability to prioritise high volumes and meet tight deadlines; proactive and able to work independently.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare tax returns for individuals and partnerships.
• Advise on clients’ residency and non-domiciliary status.
• Assist with compliance for P11D, basic corporation tax matters, forms 42 and EMI40s.
• Prepare and file P11D’s, PSA, NRL returns and ATED.
• Advise on residency and non-domiciled status including remittance basis considerations.
• Review tax notices and prepare client correspondence.
• Ensure work is completed within budgets and timeframes; assist with HMRC enquiries.
• Knowledge and experience of reporting under disclosure schemes; CGT advice on property/shares.

Skills

Client relationship skills

Technical tax knowledge

Commercial acumen

Ability to explain complex issues

Proactivity and motivation

Education

ACCA/CTA qualification

Job description

Our client has an interesting and diverse client base, from HNWI to OMB Directors operating in Construction, Financial Services, Ecommerce, Sports & Entertainment, with Turnovers up to 100m

Due to sustained business growth our client now has an exciting career opportunity available for an ACCA/CTA qualified Personal Tax manager.

Duties and Responsibilities:

• assuming responsibility and taking a proactive role in the management of a portfolio of personal tax clients and controlling the completion of work arising from those clients
• prepare tax returns for a diverse range of clients including individuals, sole traders, partnerships and trusts
• preparing more complex tax returns for individuals, partnerships and trusts
• assisting with the compliance for other taxes including forms P11D, basic corporation tax matters, forms 42 and EMI40s
• preparation and filing of P11D’s, PSA, NRL returns and ATED
• Advise managers on clients’ residency and non-domiciliary status including, where applicable, reference to the remittance basis charge
• Review tax notices and prepare correspondence to clients
• Ensure all client work is completed within specific budgets and timeframes
• Assisting with HMRC compliance enquiries
• Knowledge and experience of reporting under disclosure schemes
• Undertaking CGT advice on property, shares etc and preparing CGT 30-day reporting for UK residential property

Requirements:

• minimum 5 year’s PQE preparing tax returns and managing a tax portfolio in an accountancy practice
• excellent client relationship skills and the ability to nurture existing clients as well as the ability to help develop new business.
• ability to demonstrate technical breadth.
• ability to explain complex tax issues in plain English for all levels of understanding.
• the ability to prioritise high volumes and work to strict timescales where required.
• proactive, motivated and able to work independently as well as part of a team.
• commercial acumen and dedication to building a strong team.

Our client is offering a fantastic salary and benefits package for the right candidate.