Private Tax Client Manager – Practice – High Wycombe
About the Company:
Our client is a forward-thinking firm of the future who are currently looking for an individual to support the Directors with managing a portfolio of Personal Tax clients.
About the Opportunity:
This is an excellent opportunity for someone who is a strong team player looking to develop their career within an inclusive and progressive practice. The role offers good future career opportunities and development
About the Responsibilities:
Joining as personal tax client manager your role will involve:
* Running a varied portfolio supporting a Client Director including all aspects of client care from adhoc emails, compliance, billing and quoting for new services
* Managing personal tax work including compliance and advisory as required within specified budget timescale
* This role has the opportunity for a 30% Accounts split if the candidate also has experience of FRS 105 / FRS 102 1A accounts.
About the Applicant:
As the successful applicant, you will:
* Have a minimum of 3 years post qualified (or QBE) experience working primarily in Personal Tax with experience of managing a portfolio.
* Have impeccable verbal and written communication skills and keep client service at the heart of what you do.
* Have managerial experience working in practice under UK Standards
* Have experience of specialist personal tax advisory
* Be able to drive and access to a vehicle
* Assist with the training and development of junior team members
Preferred (but not essential):
* Experience of the following software packages: Iris, Sage, Xero and other Cloud packages
* ICAEW, ACCA, ATT or CTA Qualification
* Trust tax, Capital Gains tax and Inheritance tax experience is preferred but consideration will be given to candidates who have a desire to train in these areas.
About the Benefits:
* Ultra-competitive salary per annum plus pension contributions
* Great career development within a supportive training centre practice
* Flexi-time
* Great package including private medical insurance
* Modern open plan offices with free refreshments