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.