At a Glance
- Tasks: Manage personal tax returns and provide expert advice to clients.
- Company: Dynamic firm in Watford with a focus on team collaboration.
- Benefits: Flexible working, competitive salary, annual bonus, and private medical insurance.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: CTA qualified or equivalent with 2+ years of personal tax experience.
- Other info: Great career growth opportunities and a fun work environment.
The predicted salary is between 36000 - 60000 £ per year.
We have an exciting opportunity for an experienced Personal Tax Manager with experience gained in a personal tax practice. Ideally the Personal Tax Manager will be CTA qualified or equivalent and 2+ years PQE.
This is a full time position and based at our Watford office. The role is to assist our Watford team in helping to grow the firm.
Responsibilities:
- Working closely with the Tax Principals and other members of the team to achieve results and create an excellent team environment.
- Liaising with and meeting clients to understand and satisfy their requirements.
- Preparing personal, partnership and trust tax returns for some of the Firm’s more complex clients.
- Reviewing personal tax returns, advice or other technical work prepared by junior members of the team.
- Identifying tax planning opportunities, advising clients and helping to implement chosen options.
- Assisting and dealing with HMRC enquiries and compliance checks.
- Working together with multiple teams and Principals, as necessary, across the firm on ad-hoc advisory work in order to deliver solutions.
The ideal candidate will have:
- CTA qualified or equivalent.
- 2+ years PQE.
- Experience gained in a personal tax practice.
- Be an excellent team player with good interpersonal skills and an ability to manage junior team members.
- Ability to work on a portfolio of clients, taking responsibility for compliance work and identifying tax planning opportunities.
- Good IT skills and ideally familiarity with Digita tax software.
- Up-to-date technical tax knowledge evidenced by recent training and experience.
- Ability to communicate well with clients and colleagues.
Employment Details:
- Full time role – Monday to Friday (flexible time policy – combination of office/home working).
- Remuneration will be dependent on experience.
- Right to work in the UK required.
The package will include:
- Annual Christmas Bonus equivalent to 1 week’s salary.
- Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee: 3%) subject to eligibility.
- Private Medical Insurance following completion of 3 months service (this is a taxable benefit).
- Death in Service scheme cover (4x salary).
- Group Income Protection Scheme (non-contributory) following completion of 3 months service.
- Annual Leave will be 25 days per annum (pro rata). 3 days are normally taken at Christmas/New Year.
Personal Tax Manager employer: Real Recruitment
Contact Detail:
Real Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent tax changes. We want you to feel confident discussing complex tax returns and planning opportunities, so practice explaining these concepts clearly and concisely.
✨Tip Number 3
Show off your team spirit! During interviews, highlight your experience working collaboratively with others. Share examples of how you've managed junior team members or contributed to a positive team environment.
✨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 about their job search.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your CTA qualification, relevant experience, and any specific skills that match the job description. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your experience aligns with our goals at StudySmarter. Keep it engaging and personal – we love a good story!
Show Off Your Team Spirit: Since teamwork is key in this role, make sure to mention your experience working collaboratively. Share examples of how you've supported junior team members or worked closely with clients to achieve great results. We value team players!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Real Recruitment
✨Know Your Tax Stuff
Make sure you're up to date with the latest tax regulations and practices. Brush up on your technical knowledge, especially around personal tax, partnerships, and trusts. Being able to discuss recent changes or trends in tax law will show that you're not just qualified but also passionate about the field.
✨Show Off Your Team Spirit
Since the role involves working closely with Tax Principals and junior team members, be ready to share examples of how you've successfully collaborated in the past. Highlight your interpersonal skills and any experience you have in managing or mentoring others, as this will demonstrate your ability to contribute to a positive team environment.
✨Client Communication is Key
Prepare to discuss how you approach client meetings and understand their needs. Think of specific instances where you've effectively communicated complex tax issues to clients. This will showcase your ability to build relationships and provide excellent service, which is crucial for the role.
✨Be Ready for Technical Questions
Expect some technical questions during the interview, especially related to tax planning opportunities and compliance work. Practice articulating your thought process when tackling these scenarios. This will not only demonstrate your expertise but also your problem-solving skills, which are essential for a Personal Tax Manager.