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- Tasks: Manage tax affairs for individual clients, ensuring compliance and providing expert advice.
- Company: Join a reputable accountancy practice in Witney, known for its supportive environment.
- Benefits: Enjoy a competitive salary with opportunities for hybrid working and professional growth.
- Why this job: Make a positive impact while developing innovative tax strategies in a dynamic team.
- Qualifications: Preferably qualified CTA or ATT; strong personal tax experience required.
- Other info: Only UK residents or those with the right to work in the UK can apply.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting for a Personal Tax Manager to join the team at our clients accountancy practice in Witney. The successful candidate will play a crucial role in managing the tax affairs of individual clients, including providing expert tax advice, ensuring compliance with tax laws, and delivering exceptional service to clients.
You will receive a competitive salary, depending upon experience, and have the opportunity to grow within a supportive working environment. This role is offered as office based; however, there is scope for an element of hybrid working.
As Personal Tax Manager, your responsibilities will be varied and include:
- Client Portfolio Management:
- Manage a portfolio of private clients, including individuals, sole traders, partnerships, and a small number of trusts
- Prepare and review self-assessment and partnership tax returns
- Calculate tax liabilities and identify tax planning opportunities
- Handle client queries promptly and professionally
- Correspond with HMRC as required
- Liaise directly with clients to build strong relationships
- Tax Compliance and Reporting:
- Ensure accurate and timely preparation of personal tax returns
- Handle capital gains computations
- Assist with ad hoc advisory work as needed
- Collaborate with senior managers and partners
- Tax Planning and Strategy:
- Provide expert advice on personal tax matters
- Develop innovative tax planning strategies
- Stay informed about changes in tax legislation
- Advise clients on areas such as capital gains tax and property tax
Please do apply for this role if you can satisfy the following criteria:
- Preferably qualified CTA or ATT, although candidates with other accounting qualifications and exceptional qualified by experience candidates will be considered
- Extensive tax experience gained within a practice environment with strong knowledge of personal tax regulations
- Excellent communication and client management skills
- Solid IT skills; good working knowledge of accounting and tax software
- Attention to detail and ability to meet deadlines
- Be passionate about tax, client service, and making a positive impact
Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK.
Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Personal Tax Manager employer: Curtis Recruitment
Contact Detail:
Curtis Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend local events or join online forums where you can connect with current Personal Tax Managers or recruiters. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest tax legislation and compliance requirements in the UK. Being knowledgeable about recent changes will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios and handled complex tax issues in previous roles. Real-life scenarios can showcase your expertise and problem-solving skills effectively.
✨Tip Number 4
Research the company culture of the accountancy practice you're applying to. Understanding their values and client approach can help you tailor your conversations during interviews, making you a more appealing candidate.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax management. Focus on your qualifications, such as CTA or ATT, and any specific achievements in tax compliance and client management.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for tax and client service. Mention your understanding of personal tax regulations and how you can contribute to the firm's success by providing expert advice and innovative tax planning strategies.
Highlight Relevant Experience: In your application, emphasise your extensive tax experience within a practice environment. Provide examples of how you've managed client portfolios, handled HMRC correspondence, and developed tax planning strategies.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this role, so ensure your application reflects your ability to meet deadlines and maintain high standards.
How to prepare for a job interview at Curtis Recruitment
✨Know Your Tax Regulations
Make sure you brush up on the latest personal tax regulations and compliance requirements. Being able to discuss recent changes in tax legislation will show your expertise and commitment to staying informed.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to handle queries professionally, as this is crucial for the role.
✨Showcase Your Strategic Thinking
Be ready to discuss innovative tax planning strategies you've implemented or considered. This will demonstrate your ability to think critically and provide valuable advice to clients.
✨Prepare Questions for Them
Have a few thoughtful questions ready about the firm’s approach to client management and tax strategy. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
