Personal Tax Manager

Personal Tax Manager

 

AJ Chambers have been exclusively retained with a leading independent accountancy practice who are seeking a Personal Tax Manager for their office in Upper Norwood, north of Croydon. This role offers a great deal of variety and autonomy, a generous remuneration package and excellent opportunities for progression, including a genuine route to partnership.

 

The Role

As Personal Tax Manager, you will report directly to one of the partners and will be responsible for a mixed and varied portfolio of around 300 including partnerships, sole traders and companies. In addition, you will be given the opportunity to get involved in a mix of complex compliance and ad-hoc advisory work, and will benefit from support and resource available throughout the firm.

Day-to-day duties include:

  • Managing a portfolio of clients and acting as the main point of contact
  • Preparation of personal tax returns
  • Identifying and advising on proactive tax planning opportunities
  • Provide advice to clients concerning arrangements to pay liabilities due to HMRC
  • Preparation of forms P11D
  • Assisting the Client Partners with tax consulting work
  • Filing CIS Returns and dealing with repayments and queries
  • Liaising with HMRC in both written and oral form
  • Experience in Trusts, ATED and Corporate tax would be beneficial, but not essential
  • A minimum of 4 years personal tax experience within an accountancy practice or similar professional services firm
  • Good interpersonal skills are essential
  • Demonstrate initiative and the ability to prioritise work and meet deadlines with minimal supervision
  • A knowledge of inheritance tax, CIS, VAT and registering for all services as required would be useful

 

The Candidate

  • A minimum of 4 years personal tax experience within an accountancy practice or similar professional services firm
  • Good interpersonal skills are essential
  • Demonstrate initiative and the ability to prioritise work and meet deadlines with minimal supervision
  • A knowledge of inheritance tax, CIS, VAT and registering for all services as required would be useful

 

For more information on this Personal Tax Senior role, please contact Jodi King at AJ Chambers.