TPF Recruitment are currently working with a reputable growing firm with a focus on supporting SMEs through high-quality compliance and forward thinking advisory services. Our client are looking to appoint a Personal Tax Manager to join its growing private client tax team. This role will focus on managing a varied portfolio of personal tax clients delivering both compliance and advisory services while supporting junior colleagues and contributing to the continued development of the firm s tax offering.
Key Responsibilities:
- Manage and prepare personal tax returns for a broad client base including landlords
- Review tax returns prepared by junior team members
- Handle correspondence with HMRC including compliance checks and disclosure campaigns (e.g. Let Property Campaign Worldwide Disclosure Facility 60-day CGT reporting)
- Advise clients on upcoming liabilities and ensure timely communications
- Stay up to date with changes in tax legislation and implement relevant updates
- Monitor personal tax compliance across the team ensuring deadlines and KPIs are met
- Provide tax planning advice across areas such as inheritance tax and residency
- Report regularly to the Tax Director and work collaboratively with other departments
Requirements
- ATT ACA or ACCA qualified with CTA being desirable
- Minimum of 5 years experience in a practice-based tax environment
- Proven ability to manage client relationships and deliver quality service
- Capable of working independently and meeting strict deadlines
- Strong written and verbal communication skills
Benefits
- Salary of 50000 - 65000 per annum depending on experience and qualification status
- 25 days annual leave plus bank holidays
- Office closure over Christmas
- Full study support towards CTA (if required)
- Hybrid working 3 days in the office 2 from home when settled
- Additional competitive benefits package
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ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.