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Tax manager

Worthing
Reed
Tax manager
Posted: 6 March
Offer description

Job Description

Tax Manager

* Annual Salary: £50,000-£70,000 DOE
* Location: Brighton
* Job Type: Full-time

Overview of the Role

Reed Brighton is working with a well-established practice who are seeking an experienced and technically strong Tax Manager (ATT/CTA qualified) to take responsibility for a substantial portfolio of self-assessment tax returns.

This is a key managerial position within the firm, combining portfolio management, technical oversight, client advisory work and supervision responsibilities. The successful candidate will also have demonstrable experience in trust taxation.

Key Responsibilities

* Manage a portfolio of personal tax clients.
* Review and sign off self-assessment tax returns prepared by the tax assistant.
* Ensure compliance with all relevant deadlines (31 January, 31 July, etc.).
* Oversee workflow planning to ensure timely completion of returns.
* Manage HMRC correspondence and enquiries.
* Prepare and/or review trust tax returns (SA900).
* Advise on trust income tax, capital gains tax, and relevant property regime issues.
* Provide guidance on trust distributions and associated tax implications.
* Liaise with trustees and beneficiaries where required.
* Provide tax planning advice to individuals and trustees, including: Income tax planning, Capital gains tax planning, Inheritance tax considerations, Pension and investment tax matters
* Identify tax planning opportunities within the portfolio.
* Support the partners on complex advisory assignments.
* Supervise and support the tax assistant.
* Review technical work and provide training where required.

What we are looking for

Qualifications

* ATT and/or CTA qualified (CTA preferred).
* Minimum 5+ years’ post qualification experience in personal tax within practice.

Technical Experience

* Strong experience managing a high-volume self-assessment portfolio.
* Proven experience in trust taxation (essential).
* Experience handling HMRC enquiries.
* Knowledge of inheritance tax and CGT planning desirable.

Skills & Attributes

* Strong organisational skills and ability to manage deadlines.
* Comfortable managing a large portfolio efficiently.
* Excellent communication skills (written and verbal).
* Confident reviewing work and supervising junior staff.
* Commercial awareness and ability to identify advisory opportunities.
* Able to work independently in a small practice environment.

To apply for this Tax Manager position, please submit your CV and we will respond with next steps as soon as possible.

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