Are you an experienced tax professional with a strong background in managing personal tax portfolios and advising private clients?
This Personal Tax Manager job in Stourbridge offers an exceptional opportunity to join a leading UK Top 30 accountancy firm renowned for delivering outstanding client service and supporting professional growth.
With a well-deserved reputation as an Investors in People award-winning employer, this firm is seeking a driven tax specialist with excellent communication skills. You’ll oversee a diverse portfolio, including high-net-worth individuals, sole traders, and partnerships, providing tailored advice and ensuring compliance.
If you’re ready to take your career to the next level, this role could be your perfect fit.
Job Purpose
1. Deliver bespoke tax advice to a varied portfolio, including HNWIs and sole traders
2. Oversee all commercial aspects of a personal tax portfolio to ensure exceptional service
3. Collaborate with Partners to design innovative tax strategies and solutions
4. Prepare and review personal tax compliance and advisory reports
5. Handle advisory projects, including Inheritance Tax, Capital Gains Tax, Trusts tax, and SAS
6. Act as a primary contact with HMRC, resolving client queries promptly
7. Supervise and mentor junior staff, providing training and reviewing work
8. Identify opportunities to add value for clients and contribute to the firm’...