Permanent

Personal Tax Manager

Posted on 31 July 24 by Richard Perrott

  • Weybridge, Surrey
  • £60000 - £70000 per Year
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Job Description

Our client is a well established firm of chartered accountants, tax and business advisers with offices in Weybridge and Cranleigh, Surrey. With over 50 highly skilled employees, including partners, they are a firm committed to delivering exceptional service to both individual and corporate clients.

The Role:

We are actively recruiting for our client, a proactive Tax Manager who is passionate about making a difference to join their growing team. They have a friendly and supportive working environment. Their Private Client team assists with the taxation affairs of around 1,500 private clients. Typical clients include HNWI’s, Non-resident/Non Domiciled Taxpayers, Trusts & Estates, Landlords and business owners and their families.

General Duties and Responsibilities:

  • Work alongside the Business & Corporate Tax Director and Mixed Tax Manager to manage routine compliance service lines
  • Provide overall support to Partners on client matters and special projects including exposure to a wide variety of tax issues
  • Manage a portfolio of High Net Worth clients and their day to day compliance affairs
  • Responsibility for recovery rate target and profitability on pre-agreed portfolio
  • Build a good rapport with clients with a clear understanding of client expectations and ensuring exceptional levels of service
  • Coach, mentor and manage members of the team
  • Assisting with other tax service lines including Capital Gains Tax Returns, Inheritance Tax and Trusts & Estates
  • Producing well supported technical research and conclusions in relation to compliance matters
  • Assisting with enquiries raised by HMRC.

Qualifications Essential:

CTA qualified or ATT with significant equivalent experience.

Skills and Knowledge required:

  • Proven track record working in a small or mid-tier accountancy practice
  • Technologically adept (experience of using CCH would be beneficial, but not essential)
  • Experience working with high net worth individuals
  • A talent for presenting complex findings in a clear and concise manner
  • Work independently and as part of the team
  • Ability to identify opportunities for new client work via internal and external networks
  • Experience in one or more of the following areas: - o Taxation of non-domiciled/Non-resident taxpayers o Trust and estate taxation o Inheritance tax

What you can expect from our client:

Competitive salary

28 days holiday a year, made up of 25 days plus an additional 3 days to be taken between Christmas and New Year when the office closes, as well as the usual Public Holiday entitlement

Private healthcare scheme

Company pension

Opportunities for progression for those who deliver Flexible working

Professional Membership – we will pay for your membership fees of the relevant professional body each year

Regular staff social events

Subsidised gym membership

Team knowledge sharing sessions

 

Job Information

Rate / Salary

£60000 - £70000 per Year

Sector

Accountancy Practice

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-3248

Job Location