Personal Tax Manager
Do you specialise in Personal Tax? Are you a Personal Tax Senior looking to move into management role? Are you seeking hybrid working?
A highly reputable Accountancy Practice are seeking a Personal Tax Manager to oversee a small tax team. The Personal Tax Manager will manage a portfolio of Self-Assessment Tax Return clients. This would include high net worth individuals, non-residents and trusts. Be responsible for providing assistance and training to other members of the department in their own portfolio management, dealing with more complex tax queries that may arise, to ensure they are able to meet filing deadlines.
To be considered for the Personal Tax Manager position you would need to be a Tax Senior with ample accountancy practice experience and ideally be ATT and/ or CTA qualified. Exceptional communication skills are paramount to this position, coupled with excellent attention to detail.
This is a great opportunity to really focus on personal tax and provide an exemplary service to your clients.
There are flexible start and finish times and hybrid working is available. Continued professional development is key for this Accountancy Practice. Full and part time hours will also be considered.
Personal Tax Manager duties and responsibilities;
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Work within an established Personal Tax Department organising the workload and liaising with other department managers to ensure client and business needs are met.
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Review compliance (to include sole traders, partnerships, company directors and NHS Pension members) and planning work completed by other department members and provide ongoing training, ensuring their CPD requirements are met.
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Review compliance (to include sole traders, partnerships, company directors and NHS Pension members) and planning work completed by other department members and provide ongoing training, ensuring their CPD requirements are met.
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Ensure all relevant tax returns are complied to meet deadline, performance standards and client expectations.
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Carry out staff appraisals, being responsible for everyone matching agreed performance standards and providing appropriate opportunities to allow individuals to fulfil their full potential within the firm.
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Provide ongoing training to Accounts Department members who assist with Self Assessment preparation and organise their workload.
- Meet and engage new clients, within department and business parameters.
- Continue work to improve and evolve of the department.
- Recruitment of department members as required.
- Ensure department procedures, engagement letters and money laundering processes meet required standards.
- Be responsible for communicating with The Board with respect to department workload, budgets and staffing. Preparing reports as required.
Working hours; Monday-Friday 37.5 hour per week
Hybrid working is available / full and part time hours will be considered.
Annual bonus scheme in place. Annual pay reviews.
Company pension scheme.
If this role is not quite right for you but know someone who might be suitable, we offer a referral incentive scheme.
Bowen Eldridge Recruitment are acting as an Accountancy Practice Recruitment Agency on behalf of a client to appoint this vacancy.