Location: Bedforshire
Working pattern: Hybrid
A well-established and growing accountancy practice is looking to add an experienced Personal Tax Manager to its team.
This is a client-facing role working with a broad portfolio of HNW individuals, business owners, trusts and estates, with a good mix of compliance and advisory work.
Your responsibilities will include:
- Managing a varied portfolio of private clients, including HNW individuals, directors, business owners, trusts and estates
- Overseeing personal, trust and estate tax compliance
- Reviewing tax returns and supporting the delivery of work to a high standard
- Advising clients across areas including CGT, IHT, income tax and trusts
- Identifying tax planning and advisory opportunities
- Acting as a trusted point of contact for clients and other professional advisers
- Managing HMRC correspondence, enquiries and disclosures where required
- Supporting more senior colleagues with trust, estate and succession planning work
- Reviewing work and providing guidance to more junior members of the team
- Helping with workflow planning and the development of the wider team
What they're looking for
The ideal candidate will have:
- ACA, ACCA or CTA qualification
- Strong UK practice experience within personal tax
- Proven experience managing a portfolio of private clients
- Good technical knowledge across personal tax, trusts and estates
- Experience working with HNW individuals and/or business owners
- Previous experience reviewing or supervising junior staff
- Strong communication and client management skills
Why consider it?
This is a good opportunity for someone looking to take greater ownership of their clients while continuing to develop their advisory and technical experience.
You’ll have exposure to complex private client work, a supportive team structure, and the opportunity to progress your career within a growing practice.
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Tax Manager - Personal Tax in Oakley employer: Insite US
As a leading accountancy firm in Edinburgh, we pride ourselves on fostering a collaborative and inclusive work culture that values professional growth and development. Our employees benefit from a supportive environment where they can engage with high-net-worth clients and tackle complex tax issues, all while enjoying competitive remuneration and opportunities for career advancement. Join us to be part of a dynamic team that is committed to excellence and innovation in the field of private client tax management.
