Curtis Recruitment Limited
Personal Tax Manager
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Personal Tax Manager Role
This Personal Tax Manager role is with an independent, well-established accountancy firm and will support the Tax Director with personal tax returns and advisory services to clients, alongside supporting and reviewing the work of Junior team members. The ideal candidate will be qualified ACCA, ATT, ACA or CTA, currently working as a Tax Manager within accountancy practice.
This is a hands-on role that would suit someone who enjoys client-facing work and thrives on being an integral part of a collaborative team working on a mixed portfolio of SME clients.
Responsibilities
- Manage a portfolio of personal clients – be the first point of contact for allocated clients, responding to various client enquiries in an accurate and timely manner
- Oversee the preparation and review of tax returns, ensuring accuracy and compliance with current legislation
- Preparation and/or review of a range of compliance filings including Capital Gains Tax returns, Annual Tax on Enveloped Dwellings (ATED) returns, Employment Related Securities (ERS) returns & P11D forms etc
- Support the Tax Director on advisory projects, including tax planning and structuring
- Act as a main point of contact for clients, building strong and lasting relationships
- Review work prepared by junior staff, and provide guidance and mentoring
- Liaise with HMRC on behalf of clients
- Ensure deadlines are met and workflows are managed effectively
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Requirements
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- Be a qualified, part-qualified or exceptional qualified by experience accountant
- Strong tax experience gained within a UK accountancy practice – ideally a minimum of 10 years accountancy practice experience
- In-depth knowledge of UK tax legislation
- Good general IT skills including tax and accounting software
- Proven ability to manage a client portfolio independently
- Excellent communication and interpersonal skills
The successful candidate will benefit from working within a friendly team where you will be able to make this Personal Tax Manager role your own, taking on further responsibility as you progress with the firm.
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