Personal Tax Manager

The Personal Tax Manager will oversee a portfolio of private clients, providing expert tax advice and compliance services in Beaconsfield. This role in the professional services industry requires strong technical knowledge and a proactive approach to managing client relationships.

Client Details

This organisation is a well-established, small-sized professional services firm based near Beaconsfield. It specialises in providing tailored financial and tax solutions to a diverse client base, ensuring high-quality and personalised service.

Description

• Manage a portfolio of private clients, ensuring timely and accurate completion of tax compliance work.
• Provide expert advice on personal tax planning, including inheritance tax and capital gains tax.
• Act as the main point of contact for clients, addressing queries and building strong professional relationships.
• Review and approve the work of junior team members, providing guidance and mentorship where needed.
• Ensure compliance with relevant tax legislation and regulations at all times.
• Identify tax-saving opportunities and advise clients accordingly.
• Support the firm's business development activities by identifying potential new clients or services.
• Collaborate with other departments to provide a seamless service for clients with complex needs.

Profile

A successful Personal Tax Manager should have:

• Relevant qualifications such as ATT or CTA, or equivalent experience in personal tax management.
• Strong technical knowledge of tax legislation, particularly in inheritance tax and capital gains tax.
• Proven ability to manage a diverse client portfolio effectively.
• Experience in reviewing and mentoring junior staff members.
• Excellent communication skills to foster strong client relationships.
• A proactive and solutions-focused approach to identifying opportunities and resolving issues.

Job Offer

• A competitive salary.
• Flexible benefits tailored to your personal and professional needs.
• A supportive and collaborative working environment in Beaconsfield.
• Opportunities for professional development and career growth.
• A permanent role within a respected professional services firm.

If you are ready to take the next step in your career as a Personal Tax Manager in the professional services industry, we encourage you to apply today.