Coleby Associates LLP
Personal Tax Manager
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Personal Tax Manager
- Hands on role working with a range of UHNW and HNW families
- Full or part time
- Hybrid working (Home working is fully supported, min 1 day/week in office at jct 25 M1 btw Derby and Nottingham)
- Flexi working available (e.g. reduced hours in school holidays)
- Competitive salary
- No timesheets or sales targets
The Role
Your will work closely with the director of personal tax and partners in advising clients on their personal tax affairs, including:
- Preparing personal tax returns using CCH
- Overseeing and reviewing the preparation of personal tax returns by other staff
- Preparing/reviewing residential property CGT returns
- Monitoring deadlines including preparing EIS claims
- Preparing notes of advice, for example, on disposal of real estate, EIS relief, inheritance tax, etc.
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About Coleby
Established in 2013, we are a client-focused provider of UK tax compliance and advisory services to a range of UHNWI/HNWI and businesses, including many household names. Delivery is partner-led. We have long-term client relationships built on trust and commercially based, pragmatic tax advice and services.
Requirements
- Professionally qualified (e.g. ATT, CTA, ACA)
- Experienced in preparing/reviewing UK personal tax returns for individuals
- Preferably, has experience of advising trusts and on inheritance tax (including completion of trust tax returns and IHT returns), but this is not essential
- To include experience of complex capital gains, EIS/SEIS, gift aid
- Accustomed to monitoring deadlines
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Personal Skills
- Organised and with an eye for detail
- Capable of working independently
- Strong communication skills
- Happy to ‘roll up your sleeves’ and ‘muck in’, with a strong team ethic
- Technically strong and interested in changes in tax legislation/policy
Applications by CV and further information available from helen.west@colebyllp.co.uk.
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