Personal Tax Manager - Pro Talent : Job Details

We are working on a massively exciting opportunity for a Personal Tax Specialist to really catapult their career forwards.

• A highly successful, dynamic, ambitious accountancy practice based in the heart of Berkshire.
• Chartered Accountants, Chartered Tax Advisers and accredited to provide Probate Services.
• This role provides an exceptional opportunity for the right candidate to make a substantial contribution and progress with the Practice.

The Role

• Preparation of tax returns for a portfolio of clients, including landlords.
• Review tax returns for other team members.
• Liaising with HMRC for ad hoc matters such as compliance checks, Let Property Campaign, Worldwide Disclosure Facility, 60 day CGT reporting.
• Advising clients of tax liabilities in a timely manner.
• Maintaining up to date knowledge of tax legislation.
• Overseeing the firms personal tax compliance to ensure all deadlines and KPIs are met.
• Providing advice to clients in a tax planning capacity, to cover all taxes including inheritance tax.
• Advising clients on residency matters.
• Working alongside and reporting weekly to our tax director.

The Requirements

• Solid foundational experience working in a Practice tax environment.
• Qualified ATT or CTA (or candidate in final stages of CTA qualification).
• Previous experience delivering excellent service to clients.
• Ability to work on own initiative unsupervised.
• Ability to work to strict deadlines.
• Excellent communication skills written and verbal.
• Accounts and corporation tax experience would be an advantage, but not essential.
• Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.