Job Description
TPF Recruitment are currently working with a reputable, growing firm with a focus 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
* Manage and prepare personal tax returns for a broad client base, including landlords
* Review tax returns prepared by junior team members
* Handle correspondence with HMRC, including compliance checks and disclosure campaigns (e.g. Let Property Campaign, Worldwide Disclosure Facility, 60-day CGT reporting)
* Advise clients on upcoming liabilities and ensure timely communications
* Stay up to date with changes in tax legislation and implement relevant updates
* Monitor personal tax compliance across the team, ensuring deadlines and KPIs are met
* Provide tax planning advice across areas such as inheritance tax and residency
* Report regularly to the Tax Director and work collaboratively with other departments
Requirements
* ATT, ACA or ACCA qualified, with CTA being desirable
* Minimum of 5 years' experience in a practice-based tax environment
* Proven ability to manage client relationships and deliver quality service
* Capable of working independently and meeting strict deadlines
* Strong written and verbal communication skills
Benefits
* Salary of £50,000 - £65,000 per annum, depending on experience and qualification status
* 25 days annual leave plus bank holidays
* Office closure over Christmas
* Full study support towards CTA (if required)
* Hybrid working – 3 days in the office, 2 from home when settled
* Additional competitive benefits package
Please contact Joe Potter on 01882206677 (tel), 07386668225 (mob), joe@tpfrecruitment.com, or via LinkedIn for a confidential conversation.
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