At a Glance
- Tasks: Manage partner accounts, oversee profit allocations, and ensure compliance with tax regulations.
- Company: Join a progressive finance team in a collaborative and innovative environment.
- Benefits: Competitive salary, extensive benefits, hybrid working, and opportunities for professional growth.
- Other info: Be part of a global transformation project with excellent career advancement opportunities.
- Why this job: Make a real impact on financial processes and develop your leadership skills.
- Qualifications: 5-10 years in finance or legal accounting with strong tax knowledge.
The predicted salary is between 50000 - 55000 £ per year.
Are you an experienced finance professional who thrives at the intersection of precision, trust, and partnership governance? Do you possess strong knowledge in personal (private client) tax areas? Are you seeking a route to an in-house tax centric role? This could be the job for you!
Key Responsibilities
- Partner Accounting & Financial Management
- Maintain and reconcile partner current and capital accounts.
- Administer drawings, profit allocations, and tax reserves with precision and timeliness.
- Manage partner-related journals, inter-firm transfers, and onboarding/leaver settlements.
- Oversee capital contributions and withdrawals, ensuring accurate documentation and compliance.
- Profit Allocation & Reporting
- Partner with the Finance Director / Head of Finance on the annual profit allocation process.
- Prepare detailed profit share schedules, forecasts, and management reports for the Partnership Board.
- Deliver financial insights on partner profitability and contribution.
- Compliance & Regulatory Oversight
- Ensure full compliance with SRA Accounts Rules, HMRC partnership tax regulations, and firm policies.
- Liaise with auditors during year-end reviews and manage HMRC reporting.
- Support the COFA with regulatory submissions and compliance reporting.
- Partner Liaison & Communication
- Act as the primary contact for partners on financial, tax, and remuneration queries.
- Communicate clearly on drawings, profit distributions, and tax deductions.
- Support partner briefings on firm performance, pension contributions, and tax planning.
- Systems & Process Management
- Maintain accurate and up-to-date data within Elite 3E, Aderant, or SOS Connect systems.
- Drive automation, consistency, and transparency across partner accounting processes.
- Collaborate with IT, Finance, and HR to ensure seamless data integration and reporting.
About You
- Strong understanding of partnership accounting, tax principles, and SRA Accounts Rules.
- Advanced Excel and financial modelling skills.
- Excellent communication and interpersonal skills, with the ability to build trusted relationships with partners.
- Analytical thinker with a proactive approach to problem-solving and process improvement.
- High integrity and discretion when dealing with confidential partner financial information.
Qualifications & Experience
- AAT / ACCA / CIMA / ACA &/OR ATT OR CTA.
- 5–10 years’ experience in legal, finance or professional services accounting.
- Proven experience with partner or LLP accounting and UK partnership tax.
Why Join Us?
You’ll be part of a collaborative and progressive finance function that’s evolving with technology and innovation. This is a chance to influence firmwide financial processes, develop your leadership skills, and contribute to a global transformation project.
What’s on Offer
- Competitive salary (£50-55k DOE).
- Market leading and wide-ranging company benefits from Pension and Bonus, to L&D, Wellbeing, Employee Assistance, to lifestyle and more.
- Superb culture with great support, hybrid working and flexible hours.
- Exposure to a range of growth orientated projects across systems, people and client areas.
- Excellent opportunity to build and grow a team.
Personal Tax Manager – In-house Opportunity employer: Abacus Professional Recruitment Ltd
Join a forward-thinking finance team that values collaboration, innovation, and professional growth. As a Personal Tax Manager, you'll enjoy a competitive salary and an extensive benefits package, including flexible working hours and opportunities for leadership development. Our supportive culture fosters meaningful partnerships and encourages you to influence financial processes while contributing to exciting global projects.
Contact Details:
Abacus Professional Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager – In-house Opportunity
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tax sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on that perfect Personal Tax Manager role!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of partnership accounting and tax principles. Think about how you can demonstrate your analytical skills and problem-solving approach. We want to see you shine when discussing your experience with compliance and regulatory oversight!
✨Tip Number 3
Showcase your communication skills! Practice explaining complex financial concepts in simple terms. Remember, as a Personal Tax Manager, you'll need to liaise with partners regularly, so being able to communicate clearly is key. We’re all about building trusted relationships!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s get you on board and part of our collaborative finance function!
We think you need these skills to ace Personal Tax Manager – In-house Opportunity
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your knowledge in personal tax areas and any relevant qualifications like AAT or ACCA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this in-house opportunity and how your experience aligns with our needs. Be genuine and let your personality come through – we love a bit of character!
Showcase Your Communication Skills:Since this role involves liaising with partners, it's crucial to demonstrate your excellent communication skills. In your application, mention specific examples where you've successfully communicated complex financial information clearly and effectively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Abacus Professional Recruitment Ltd
✨Know Your Numbers
Make sure you brush up on your knowledge of partnership accounting and personal tax principles. Be ready to discuss specific examples from your past experience where you've successfully managed partner accounts or handled compliance issues. This will show that you’re not just familiar with the theory, but you can apply it in practice.
✨Showcase Your Communication Skills
Since this role involves liaising with partners and communicating complex financial information, practice articulating your thoughts clearly. Prepare to explain how you've effectively communicated financial insights or resolved queries in previous roles. This will demonstrate your ability to build trusted relationships.
✨Prepare for Technical Questions
Expect questions related to SRA Accounts Rules and HMRC regulations. Brush up on these topics and think of scenarios where you’ve ensured compliance or dealt with audits. Being able to discuss these confidently will highlight your expertise and readiness for the role.
✨Demonstrate Your Analytical Thinking
Be prepared to showcase your analytical skills by discussing how you've approached problem-solving in past roles. Think of specific instances where you improved processes or provided valuable financial insights. This will help illustrate your proactive approach and fit for the role.
