Personal Tax Assistant Manager - Insite Public Practice Recruitment Limited : Job Details

Personal Tax Assistant Manager Top 40 Firm, Sheffield OfficeUp to £50,000!!!

A reputable Practice that is seeking an enthusiastic individual that is keen for progression, as well as having an inclusive environment with warm culture. There is scope to also consider a step up to a Personal Tax Manager role, leaving this role open for development opportunities.

The ideal candidate will manage a portfolio of personal tax clients, ensuring that they meet their obligations to file tax returns and to provide clients with a proactive, efficient, and cost-effective taxation service. The purpose of this role is to assist in the management of the team on a day-to-day basis and offers the opportunities to assist in the provision of ad-hoc personal tax advisory work, as required.

Key Responsibilities:

• Managing a portfolio of personal and trust tax clients, including the preparation of Self Assessment and Capital Gains Tax Returns. Reviewing returns prepared by less experienced members of the team.
• Involvement in the firm's P11D and PSA work including the preparation and review of forms and calculations and assisting in the day-to-day management of the P11D process.
• Provide clients with a proactive, efficient, and cost-effective taxation service that meets their needs and those of the regulatory authorities including the provision of ad hoc advice as required.
• Day to day involvement in training and coaching less experienced members of staff including some line management.
• Researching and drafting private client and employment tax advice.
• Report to and keep the management and partner team up to date with progress on jobs undertaken.

Person Specification:

• Qualified by experience or CTA qualified.
• At least 2 years' post qualification experience of Personal Tax work.
• Able to communicate effectively with clients and colleagues.
• Excellent time management skills in order to meet a variety of strict deadlines.
• Experience of some line or process management is preferred but not essential.
• Tax advisory experience is desirable but not essential.
• Some experience of other taxes ideal, but not essential.