Are you a seasoned tax professional with a proven track record in managing personal tax portfolios and delivering expert advice to private clients?
This Personal Tax Manager job in Tamworth offers an excellent opportunity to join a highly regarded UK Top 30 firm known for its commitment to client service excellence and employee development.
This firm, a proud Investors in People award winner, is seeking a motivated and knowledgeable tax specialist with exceptional communication skills. You’ll manage a diverse portfolio of clients, including high-net-worth individuals, sole traders, and partnerships, providing expert advice and overseeing compliance and advisory services.
If you're looking for a role where you can make a real impact, this could be the opportunity for you.
Job Purpose
1. Provide tailored tax advice to a varied client portfolio, including HNWIs and sole traders
2. Manage the commercial aspects of a personal tax portfolio, ensuring excellent client service
3. Collaborate with Partners to deliver innovative tax strategies and solutions
4. Prepare and review personal tax compliance and advisory reports
5. Lead on advisory work, including Inheritance Tax, Capital Gains Tax, Trusts tax, and SAS
6. Liaise with HMRC, resolving queries and ensuring compliance
7. Supervise and mentor junior team members, reviewing their work and providing training
8. Identify opportunities for clients ...