Personal Tax Manager/Private Manager

Personal Client Taxation Manager

Private Client Manager

WHF HYBRID ROLE IF DESIRED

CTA STUDY SUPPORT IF REQUIRED

FULL OR PART HOURS

Our client is a well-respected firm of Accountants with a fantastic reputation who offer a great working environment and prospects.

The newly created position offers variety, autonomy and the opportunity to work with an incredibly broad range of clients.

You could be currently working in a small practice doing an all-round mixed role and wanting to specialise or in larger practice and wanting that next step into management.

Responsibilities

• Preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns of juniors
• Speaking with clients and prospects (over the phone) answering tax queries
• Assisting the wider tax team with tax return reviews from outsourcing company
• Assisting in preparation of written private client tax advice in report format to clients
• Managing client relation relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met

• Various ad hoc work as and when it arises

Although this role is compliance-based, there is the scope to work within other areas and get more involved in advisory as your role develops. The client is happy to tailor the position around your skill set and can offer good future progression and development.

Person Specification:

• Preferably ATT qualified
• Previous exposure within a similar role working in practice
• Strong technical tax knowledge and practical expertise within the private client tax arena, with demonstrable broad experience of the tax
• Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous.

Full Study support for CTA if desired plus our client offers a great benefit package and WFH.

Please do not apply to this position if you have not worked previously in taxation within a Practice.

Keywords: Derby Tax roles/Tax Manager/Tax Assistant/DE1/Alfreton/DE24/Nottingham/Stapleford/Tax Partner/Personal Tax Manager