Personal Tax Manager, Independent Accountancy Firm
Stockport / Droylsden £50,000 - £55,000 + Benefits + Career Progression
Do you want to manage a varied portfolio of 300-350 personal tax clients while delivering complex advisory work across CGT, IHT, trusts and residence and domicile?
Looking for a role where you can take real ownership of client relationships while working closely with senior managers and partners?
Enjoy building long term relationships with a diverse and interesting private client base?
Benefits
* Competitive salary of £50,000 - £55,000
* 25 days holiday plus birthday leave
* Discretionary annual bonus
* Enhanced parental pay and company sick pay
* Health cash plan
* Company pension scheme
* Perkbox subscription and paid professional membership
* Cycle to work scheme and Employee Assistance Programme
Your new firm
Our client is an established and growing independent accountancy firm with offices across Stockport and Droylsden. Focused exclusively on tax, this is a firm that prides itself on delivering high quality personal tax compliance and advisory services to a varied and complex client base, building genuine long term relationships along the way.
Your new role
As a Personal Tax Manager you will take ownership of a portfolio of approximately 300-350 personal tax clients, delivering compliance and advisory services to a consistently high standard. You'll meet regularly with clients to discuss their tax affairs, prepare and review personal tax returns, provide proactive tax planning advice and act as the primary point of contact for your portfolio.
The advisory work covers a broad range of complex planning matters including residence and domicile, capital gains tax, inheritance tax, trusts and income tax planning. You'll also supervise and develop junior team members and work closely with senior managers and partners on complex advisory projects.
Key responsibilities include
* Managing a personal tax portfolio of approximately 300-350 clients across compliance and advisory
* Meeting regularly with clients to discuss tax affairs and build strong long term relationships
* Preparing and reviewing personal tax returns including complex cases
* Providing proactive personal tax planning advice across CGT, IHT, residence and domicile, trusts and income tax planning
* Acting as the primary point of contact for your portfolio
* Supervising and developing junior team members
* Working closely with senior managers and partners on complex advisory projects
* Keeping up to date with UK personal tax legislation and emerging developments
To be successful in this role, you'll need
* Extensive personal tax experience with a proven ability to manage a large and varied portfolio
* Strong technical knowledge across income tax, CGT, IHT, residence and domicile and general tax planning
* Confident meeting clients in person and delivering clear practical advice
* Experience supervising or mentoring junior team members
* ATT or CTA qualification desirable but not essential where substantial experience is demonstrated
* Proactive, organised and solutions focused with excellent relationship management skills
Benefits
* Competitive salary of £50,000 - £55,000
* 25 days holiday plus birthday leave
* Discretionary annual bonus
* Health cash plan and Employee Assistance Programme
* Enhanced parental pay and company sick pay
* Perkbox and paid professional membership
Want to find out more? Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892
________
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
#J-18808-Ljbffr