Personal Tax Manager

Duties & Responsibilities

• Managing a portfolio of personal tax, confidently delivering tax compliance and independently handling tax issues.
• Providing expert advisory services on all tax matters including inheritance tax, estate planning and capital gains tax.
• Process P11D forms, employment related securities (ERS), and ATED returns.
• Reviewing compliance work and tax computations of team members.
• Leading a team of tax experts, training and developing trainees and ensuring workloads and timelines are managed.
• Manage your own and team's projects and responsible for your budget.
• Liaising with Senior Managers and partners about client queries and updates.
• Maintaining professional relationships with clients and HMRC.
• Involved in business development and networking with new and current clients.

Requirements

• Must be ATT qualified/ideally CTA qualified with circa 4-5 years working in tax.
• Personal tax and compliance experience is essential.
• Advisory experience is desirable.
• You will have an excellent understanding of up-to-date UK legislation.
• Excellent verbal and written communication skills is essential to liaise and be the first point of contact with clients, HMRC and staff.
• Strong technical skills and proficiency in tax & accountancy software (ideally exposure to IRIS).
• Experience managing and developing a tax team, running training sessions, ensuring workloads are balanced and deadlines are met