At a Glance
- Tasks: Prepare and file personal tax returns while advising clients on tax-saving strategies.
- Company: Established firm with a friendly, personal approach to client service.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Mentorship opportunities and collaboration with senior leadership.
- Why this job: Join a dynamic team and make a real impact on clients' financial well-being.
- Qualifications: Degree in Accounting or Finance, plus 4 years of personal tax experience.
The predicted salary is between 55000 - 65000 £ per year.
Position: Personal Tax Manager Location: Camden Area, London, NW3 Role: Permanent Salary: £55,000 – £65,000 Hours: Full Time
Our client, established in 1982, assists clients and business owners across numerous sectors. Their approach is friendly and personal and they are business owners themselves, giving them first-hand commercial experience in the areas you need.
Our client is looking to recruit a Personal Tax Manager to join their team in the Camden area. If you’re passionate about helping clients navigate personal tax matters and want to work with a diverse portfolio of clients, this role is for you!
About the Role
As the Manager of our Personal Tax department, you’ll be responsible for preparing and filing personal tax returns, offering expert advice on tax-saving strategies, and ensuring compliance with ever-changing UK tax regulations. You’ll manage a portfolio of both domestic and international clients, with opportunities to work on exciting advisory projects. You’ll also be the go-to mentor for a junior team member, guiding them as they grow within the firm.
You'll report directly to the partners, providing you with the chance to work closely with senior leadership while running the department. While this is a senior role, the portfolio of advisory work and international clients will keep you challenged and engaged.
Key Responsibilities
- Prepare and file personal income tax returns for a diverse client base.
- Review financial records such as income statements, expense documents, and previous tax returns to determine the correct tax filing.
- Advise clients on tax planning and tax-saving strategies.
- Stay up-to-date with changes in tax laws and regulations to ensure compliance.
- Communicate with clients to gather necessary information and clarify complex tax issues.
- Represent clients in dealings with tax authorities, including audits and inquiries.
- Identify opportunities to optimise tax positions and mitigate tax liabilities.
- Maintain confidentiality and security of all financial data and client information.
- Assist clients with tax-related questions and concerns throughout the year, not just during tax season.
- Collaborate with other team members and departments to provide comprehensive financial solutions.
- Manage and mentor a junior team member within the Personal Tax department.
Qualification and Skills
- Bachelor’s degree in Accounting, Finance, Tax, or a related field (CTA/ATT qualification preferred).
- Minimum of 4 years of experience in personal tax advisory and preparation.
- Strong knowledge of UK tax laws and international tax considerations.
- Proficiency with tax preparation software and financial analysis tools.
- Excellent attention to detail and organisational skills.
- Strong communication and client management skills.
- Ability to manage multiple deadlines and tasks.
Personal Tax Manager employer: RGH - Global Ltd
RGH-Global Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in Sheffield, employees benefit from a generous 33 days of annual leave and life assurance, making it an attractive place for those seeking a rewarding career in the legal field.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up local meetups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your expertise! Create a personal brand that highlights your skills in personal tax management. Share insights on social media or write articles about tax-saving strategies. This will not only showcase your knowledge but also attract potential employers to you.
✨Tip Number 3
Don’t just apply, engage! When you find a role you love, reach out to the company directly through our website. A personalised message expressing your enthusiasm can make a huge difference and show that you’re genuinely interested in the position.
✨Tip Number 4
Prepare for interviews like it’s game day! Research the company, understand their client base, and be ready to discuss how you can help them navigate personal tax matters. Practise common interview questions and think of examples that highlight your experience and skills.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your expertise in personal tax advisory and any relevant qualifications, like CTA or ATT, to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for helping clients with personal tax matters and mention specific experiences that demonstrate your ability to manage a diverse portfolio. We love a personal touch!
Showcase Your Communication Skills:As a Personal Tax Manager, you'll need to communicate complex tax issues clearly. In your application, give examples of how you've successfully communicated with clients or mentored team members. We want to see your people skills!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at RGH - Global Ltd
✨Know Your Tax Stuff
Make sure you brush up on UK tax laws and regulations before the interview. Being able to discuss recent changes or trends in personal tax will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax issues clearly and how you've helped clients save money through effective tax planning.
✨Be Ready to Discuss Advisory Projects
Since this role involves working on advisory projects, think of specific instances where you've provided valuable advice to clients. Be ready to explain your thought process and the outcomes of your recommendations.
✨Mentorship Matters
As you'll be mentoring a junior team member, be prepared to discuss your approach to mentorship. Share any experiences you've had in guiding others and how you plan to support their growth within the firm.
