Personal Tax Assistant Manager/Manager in Cleckheaton

Description

We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.

Department

Personal Tax

Location

Cleckheaton

Key Responsibilities

• Undertake reviews of self-assessment returns prepared by more junior colleagues.
• Provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.
• Negotiate and raise fees and take responsibility for WIP management across the client portfolio.
• Report to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.
• Mentor and train colleagues at Tax Trainee level.
• Work alongside senior team members to identify key opportunities within the client portfolio.
• Assist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.
• Contribute to the firm’s practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.
• Keep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.
• Attend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.

Skills, Knowledge & Expertise

• Qualified by experience, or ACA, ATT or CTA qualified.
• At least three years’ experience in personal tax work.
• Experience of other taxes would be beneficial but is not essential.
• Able to communicate effectively with clients and colleagues.
• Excellent time-management skills, with the ability to meet a range of strict deadlines.

Belong @ Sumer

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• We Shine Together
• We Do the Right Thing
• We Make It Count

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