Personal Tax Manager

Duties & Responsibilities

• Managing a portfolio of personal tax, confidently delivering tax compliance and independently handling tax issues.

• Providing expert advisory services on all tax matters including inheritance tax, estate planning and capital gains tax.

• Process P11D forms, employment related securities (ERS), and ATED returns.

• Reviewing compliance work and tax computations of team members.

• Leading a team of tax experts, training and developing trainees and ensuring workloads and timelines are managed.

• Manage your own and team's projects and responsible for your budget.

• Liaising with Senior Managers and partners about client queries and updates.

• Maintaining professional relationships with clients and HMRC.

• Involved in business development and networking with new and current clients.

Requirements

• Must be ATT qualified/ideally CTA qualified with circa 4-5 years working in tax.

• Personal tax and compliance experience is essential.

• Advisory experience is desirable.

• You will have an excellent understanding of up-to-date UK legislation.

• Excellent verbal and written communication skills is essential to liaise and be the first point of contact with clients, HMRC and staff.

• Strong technical skills and proficiency in tax & accountancy software (ideally exposure to IRIS).

• Experience managing and developing a tax team, running training sessions, ensuring workloads are balanced and deadlines are met