Personal Tax Manager, Exeter

PERSONAL TAX MANAGER

Exeter 

Devon 

To manage a portfolio of personal tax clients, provide tax consultancy advice and oversee the tax compliance requirements of the department 

Responsibilities

Tax Compliance scope  • Being responsible for a portfolio of tax cases, including self-employed, HNWIs, trusts and directors and their self-assessment tax returns and computations. • Liaising with your clients to get to know their requirements and providing advice, to build and retain commercial relationships. • Preparing 30-day capital gains tax returns, P11D forms and ATED returns. • Overseeing the tax compliance requirements of the department, liaising with staff, developing their knowledge and reviewing compliance work. • Promoting the tax department by taking potential new enquiry calls and meetings and converting them into clients. • Compiling of reports and proposals to improve internal and external processes for the personal tax department.

Tax Consultancy scope  • Providing tax consultancy advice covering income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales. • Working alongside the personal tax partner, personal tax director to identify commercial opportunities and assist with tax planning. • Understanding the requirements and tax legislation to assist new clients through complex processes such as worldwide disclosures. • Cultivating a network of professional contacts such as solicitors, surveyors and stockbrokers for mutual referrals of work.

About you • Previous experience in a tax compliance role at a Senior or Manager Level • CTA qualified (or equivalent) or qualified by experience • Excellent up to date technical knowledge • Be fully aware and conversant with compliance standards imposed by the various regulatory authorities for tax and audit • Commercially astute, with keen analytical and problem-solving mind • Organised and able to plan time efficiently to meet deadlines • Ability to work independently, or as part of a team • Strong interpersonal skills and ability to build rapport quickly with clients • Professional and discreet in demonstrating client care • Proficient in MS Office 2010 (i.e.. Excel, Word, Outlook)

Generous salary and benefits 

JPC391A

You may return to your current search results by clicking here.

  • eTaxJobs UK
  • eTaxJobs US
  • eTaxJobs CH
  • eTaxJobs EU

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings
web analytics