Personal Tax Manager

Michael Page

  • Beaconsfield, Buckinghamshire
  • £58,500 per year
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
The Personal Tax Manager will oversee a portfolio of private clients, providing expert tax advice and compliance services in Beaconsfield. This role in the professional services industry requires strong technical knowledge and a proactive approach to managing client relationships.
  • Manage a portfolio of private clients, ensuring timely and accurate completion of tax compliance work.
  • Provide expert advice on personal tax planning, including inheritance tax and capital gains tax.
  • Act as the main point of contact for clients, addressing queries and building strong professional relationships.
  • Review and approve the work of junior team members, providing guidance and mentorship where needed.
  • Ensure compliance with relevant tax legislation and regulations at all times.
  • Identify tax-saving opportunities and advise clients accordingly.
  • Support the firm's business development activities by identifying potential new clients or services.
  • Collaborate with other departments to provide a seamless service for clients with complex needs.
Top 100 financial practiceHybrid, flexible workingA successful Personal Tax Manager should have:
  • Relevant qualifications such as ATT or CTA, or equivalent experience in personal tax management.
  • Strong technical knowledge of tax legislation, particularly in inheritance tax and capital gains tax.
  • Proven ability to manage a diverse client portfolio effectively.
  • Experience in reviewing and mentoring junior staff members.
  • Excellent communication skills to foster strong client relationships.
  • A proactive and solutions-focused approach to identifying opportunities and resolving issues.
This organisation is a well-established, small-sized professional services firm based near Beaconsfield. It specialises in providing tailored financial and tax solutions to a diverse client base, ensuring high-quality and personalised service.
  • A competitive salary.
  • Flexible benefits tailored to your personal and professional needs.
  • A supportive and collaborative working environment in Beaconsfield.
  • Opportunities for professional development and career growth.
  • A permanent role within a respected professional services firm.
If you are ready to take the next step in your career as a Personal Tax Manager in the professional services industry, we encourage you to apply today.

Michael Page