Personal Tax Manager
This role is new and is due to continued and sustained growth and will suit you if you are a Personal Tax professional seeking to focus more on compliance management along with ad hoc advisory.
Overseeing and managing the Tax return process for all Personal Tax clients (self-employed, partnership, HNWIs, trusts and directors etc.)
Preparation and review of Personal & Partnership Tax returns
Liaising with HMRC, including undertaking compliance checks
Maintenance of registers and monitoring of deadlines
Advising clients of tax liabilities in a consultative and timely manner
Responding to client queries
Professionally represent the firm and its interests in dealing with clients and other professionals, including participating in networking events
Develop and mentor the team alongside the Partners
Provide 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
CTA qualified (or equivalent) or qualified by experience
Previous personal tax experience gained in a practice environment. Ideally with exposure to partnership tax compliance matters too.
Fully aware and conversant with compliance standards imposed by the various regulatory authorities
Accuracy and attention to detail
Efficient and organised approach to work
Good IT skills
Excellent interpersonal and communication skills
A a friendly, positive can-do attitude
Likes to work as part of a team and can be a mentor to others when required
Manages own workload and is proactive if help or support is needed
The firm offers a supportive and flexible working environment. Hybrid working policies which are very flexible.
Please get in touch to discuss this new role.