TPF Recruitment are currently working with a reputable, growing firm with afocus 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:
1. Manage and prepare personal tax returns for a broad client base, including landlords
2. Review tax returns prepared by junior team members
3. Handle correspondence with HMRC, including compliance checks and disclosure campaigns ( Let Property Campaign, Worldwide Disclosure Facility, 60-day CGT reporting)
4. Advise clients on upcoming liabilities and ensure timely communications
5. Stay up to date with changes in tax legislation and implement relevant updates
6. Monitor personal tax compliance across the team, ensuring deadlines and KPIs are met
7. Provide tax planning advice across areas such as inheritance tax and residency
8. Report regularly to the Tax Director and work collaboratively with other departments