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This organisation is a well-established, small-sized professional services firm based near Beaconsfield. It specialises in providing tailored financial and tax solutions to a diverse client base, ensuring high-quality and personalised service.
Job Description
* Manage a portfolio of private clients, ensuring timely and accurate completion of tax compliance work.
* Provide expert advice on personal tax planning, including inheritance tax and capital gains tax.
* Act as the main point of contact for clients, addressing queries and building strong professional relationships.
* Review and approve the work of junior team members, providing guidance and mentorship where needed.
* Ensure compliance with relevant tax legislation and regulations at all times.
* Identify tax-saving opportunities and advise clients accordingly.
* Support the firm's business development activities by identifying potential new clients or services.
* Collaborate with other departments to provide a seamless service for clients with complex needs.
The Successful Applicant
A successful Personal Tax Manager should have:
* Relevant qualifications such as ATT or CTA, or equivalent experience in personal tax management.
* Strong technical knowledge of tax legislation, particularly in inheritance tax and capital gains tax.
* Proven ability to manage a diverse client portfolio effectively.
* Experience in reviewing and mentoring junior staff members.
* Excellent communication skills to foster strong client relationships.
* A proactive and solutions-focused approach to identifying opportunities and resolving issues.
What's on Offer
* Flexible benefits tailored to your personal and professional needs.
* A supportive and collaborative working environment in Beaconsfield.
* Opportunities for professional development and career growth.
* A permanent role within a respected professional services firm.
If you are ready to take the next step in your career as a Personal Tax Manager in the professional services industry, we encourage you to apply today.
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