Overview
As a Personal Tax Manager, you will play a crucial role in managing the tax affairs of individual clients within our client's Witney-based practice. Your responsibilities will include providing expert tax advice, ensuring compliance with tax laws, and delivering exceptional service to their clients.
Responsibilities
* Client Portfolio Management:
o Manage a portfolio of private clients, including individuals, sole traders, partnerships, [and a small number of trusts]
o Prepare and review self-assessment and partnership tax returns.
o Calculate tax liabilities and identify tax planning opportunities.
o Handle client queries promptly and professionally.
o Correspond with HMRC as required.
o Liaise directly with clients to build strong relationships.
* Tax Compliance and Reporting:
o Ensure accurate and timely preparation of personal tax returns.
o Handle capital gains computations.
o Assist with ad hoc advisory work as needed.
o Collaborate with Senior Managers and Partners.
* Tax Planning and Strategy:
o Provide expert advice on personal tax matters.
o Develop innovative tax planning strategies.
o Stay informed about changes in tax legislation.
o Advise clients on areas such as Capital Gains Tax and Property Tax.
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