At a Glance
- Tasks: Manage partner finances, ensuring accuracy and compliance in tax and profit allocations.
- Company: Join a progressive finance team in a collaborative and innovative environment.
- Benefits: Competitive salary, extensive benefits, hybrid working, and opportunities for personal growth.
- Other info: Be part of exciting projects that drive transformation across the firm.
- Why this job: Make a real impact on financial processes while developing your leadership skills.
- Qualifications: 5-10 years in finance with strong knowledge of partnership accounting and tax principles.
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!
We’re looking for a Personal Tax Professional to take ownership of all financial matters relating to reward of our clients equity and salaried partners, ensuring the highest standards of accuracy, transparency, and compliance. This is a pivotal role within the Finance Department — managing partner drawings, profit distributions, capital accounts, and tax reserves — while working closely with senior leadership to provide insight and financial clarity across the partnership.
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 in Belfast employer: Abacus Recruitment
As a leading UK law firm, we pride ourselves on fostering a collaborative and forward-thinking work culture that empowers our employees to excel in their careers. Our Belfast office offers the unique advantage of working on high-value transactions with major financial institutions while providing clear progression opportunities and a comprehensive benefits package, including competitive salaries and flexible working arrangements. Join us to be part of a team that values your expertise and supports your professional growth in the dynamic field of banking and finance.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager – In-house Opportunity in Belfast
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Abacus Recruitment, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager – In-house Opportunity in Belfast
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Abacus Recruitment's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Abacus Recruitment. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Abacus Recruitment!
How to prepare for a job interview at Abacus Recruitment
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Abacus Recruitment.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Abacus Recruitment. It helps to show our commitment!
