Personal Tax Manager (749)

Ref: 749


Our client is on the lookout for a Personal Tax Manager to join its Exeter office on a full-time, permanent basis. Your role will be centered around managing a portfolio of personal tax clients, providing specified tax consultancy advice and overseeing the department’s tax compliance requirements. You should be CTA qualified (or equivalent) and possess previous experience in a tax compliance role.

What will you be doing as a Personal Tax Manager?

  • Taking responsibility for a portfolio of varied tax cases, including the self-employed, HNWIs, trusts and directors and catering for their tax returns.
  • Communicating directly with Clients to understand their requirements and providing them with tailored advice.
  • Preparing 30-day capital gains tax returns, P11D forms and ATED returns.
  • Providing clients with tax consultancy advice covering areas such as income tax, capital gains tax and inheritance tax.
  • Dealing with a multitude of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales.
  • Collaborating with the Personal Tax Partner and Personal Tax Director to correctly identify commercial opportunities.

Skills/Qualifications of a Personal Tax Manager:

  • You should be CTA qualified (or equivalent), or you may also be qualified by experience.
  • Ideally, you should have some previous experience gained within a tax compliance role at a Senior or Manager level.
  • You should possess excellent and current technical knowledge, particularly in regard to current compliance standards imposed by various regulatory authorities.
  • You should be highly organised and commercially astute, with impeccable communication skills.
  • You should have advanced knowledge of MS Office

The Benefits:

  • Flexi-time working
  • Access to a Company Pension scheme
  • The opportunity for Private Healthcare
  • External training and study support provided
  • Partner mentoring scheme

Ref: 8483

Recruitment Consultant: Joanne Howell.


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