Personal Tax Manager
$55,000–$75,000 year
On-siteOrpington, England, United Kingdom
Job Summary
Manage a portfolio of personal clients with complex tax affairs, including UK individuals, HNWIs, and some trusts. Lead tax planning projects covering non-domicile issues, onshore and offshore trusts, capital gains tax, and inheritance tax matters. Review and complete complex tax returns while overseeing the compliance function to ensure deadlines are met. Handle HMRC enquiries and correspondence on both compliance and advisory matters. Manage and mentor junior staff, supporting their technical and professional development, and assist Directors with the growth and strategic development of the tax department. This role offers full autonomy within an independent accountancy practice specializing in owner-managed businesses, with opportunities to work on corporate tax matters subject to experience.
Required Qualifications
- CTA and/or, ATT/ACA/ACCA qualified
- developed a personal tax career within an accountancy practice or specialist tax firm
- experience developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm
- background focused down the personal tax route
- strong compliance and tax planning skill set
Desired Qualifications
- ideally CTA and/or, ATT/ACA/ACCA qualified
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