Do you possess a solid blend of tax compliance and strategic advisory knowledge? Interested in becoming part of a small, welcoming firm of chartered accountants that supports affluent clients and offers strong career progression?An exciting new opportunity has arisen within this dynamic team for a dedicated Personal Tax Manager to lead on both compliance and consultancy services for a portfolio of around 200 individuals. Main Duties: Tax Return & Advice Management: Coordinate and manage the completion of personal tax filings, guaranteeing accuracy and timely delivery.
Client Relationship Handling: Deliver expert support and insightful tax guidance to a varied group of clients.
Strategic Tax Planning: Spot opportunities for tax efficiencies and recommend beneficial strategies.
Team Oversight: Guide, support, and inspire junior staff, maintaining excellence across outputs.
Process Supervision: Facilitate weekly team meetings, oversee task distribution, and streamline operational systems.
Specialist Knowledge: Investigate advanced tax scenarios, liaise with regulatory bodies (ICAEW, ACCA, CTA), and remain current with changes in tax legislation.
Growth & Engagement: Draft and present tax-saving plans, formal advice, and comprehensive client summaries.