Personal Tax Manager
Location: Wakefield
Hours: Full-time with the potential for some hybrid working
Contract: Permanent
Description:
This busy client-facing role will suit an experienced personal tax professional who is currently working within a practice. You will manage a portfolio of clients in relation to personal tax, providing ad hoc advisory work and dealing with compliance requirements.
Experience and Qualifications
- An experienced personal tax professional currently working within a practice
- High level of personal tax knowledge
- ATT qualified (ideally) or qualified by experience.
Essential Skills
- Proven track record in developing and maintaining strong client relationships
- Able to convey specialist knowledge in an understandable manner
- Strong team player, willing and able to share knowledge and experience with more junior colleagues
- Able to manage own workload and meet deadlines in an autonomous role
- Confident and professional in approach
- Self-motivated and resourceful with strong organisation skills.
Key Responsibilities
- Managing a portfolio of clients (individuals and partnerships) in relation to their personal tax returns, effectively managing client relationships
- Regularly meeting with and speaking to clients to ensure the provision of a knowledgeable and professional level of service
- Dealing with P11D benefits forms
- Dealing with HMRC queries and letters
- Keeping up to date with changes in tax legislation
- Assisting in the development of less experienced colleagues, providing training/instruction where needed and reviewing the work of junior colleagues
- Providing ad hoc advice on income tax and capital gains tax forms
- Liaising with tax specialists as required.
Benefits
- Competitive salary
- 25 days holiday plus bank holidays
- Death in service
- Up to 5% employers pension contribution
- Professional development and training opportunities
- Training and experience in using technology for automation and process efficiency. The client aspires to use increasingly sophisticated technology and data analytics to further improve service quality
- Cycle to work scheme
- Free on-site parking
- Employee Assistance Programme: comprehensive telephone helpline available 24/7 offering medical, legal (not work-related), financial and emotional support, advice and information
- Reward and recognition programme: exclusive discounts and offers on thousands of products and services from over 1,500 national and 6,000 local retailers, plus reward credits linked to performance in your role, on your birthday and for other worthy reasons such as long service.