An experienced and motivated personal tax manager is required to join a small accountancy firm in Cambridge. You will oversee a portfolio of personal tax clients with a view to ensuring the timely progression and submission of client tax returns, dealing with queries and providing advice on tax-related issues.Whilst the majority of the portfolio will be private clients, this could be a mixed tax or mixed tax and account role for the right individual, with opportunities for involvement with a wide range of clients and interesting, challenging work. Whilst this is a full-time position, the role could also be suitable for candidates looking for reduced working hours.
Key responsibilities:
Compliance and Tax Returns:
- Preparing and reviewing personal tax returns for individuals, partnerships, trusts, and sole traders.
- Ensuring timely submission of returns to HMRC and adherence to relevant tax deadlines.
Tax Planning and Advisory:
- Providing tailored tax planning advice to clients, such as strategies to minimise tax liabilities, including inheritance tax, capital gains tax, and income tax.
- Advising on changes in tax legislation and their impact on clients.
Client Relationships:
- Acting as the primary point of contact for personal tax clients.
- Building and maintaining strong client relationships through effective communication and proactive service.
Compliance with Tax Legislation:
- Keeping up-to-date with changes in UK tax laws and ensuring compliance.
- Identifying potential risks and advising on strategies to mitigate them.
Management and Team Support:
- Supervising junior staff, reviewing their work, and providing training and mentoring.
- Assisting with workflow management to ensure smooth operations during peak periods.
Business Development:
- Identifying opportunities for additional services to existing clients and cross-referring within the practice.
- Assisting in attracting new clients through reputation and expertise.
Liaison with HMRC:
- Handling client queries and disputes with HMRC, including compliance checks and investigations.
- Ensuring professional and efficient correspondence with tax authorities.
Key Requirements:
- Qualified accountant or tax practitioner (ACA/ACCA/CTA).
- At least 3 years of post-qualification experience within an accountancy practice, with significant tax exposure.
- Strong technical knowledge of tax legislation and compliance
- Conscientious and organised approach to management of workload.
- Excellent communication and interpersonal skills for managing client relationships and team collaboration.
- Ability to manage multiple priorities and work effectively to meet deadlines.
- Experience in training or mentoring team members.
- Proficient in tax software and Microsoft Office applications.
Benefits:
- Competitive salary based on experience.
- Opportunities for career development and progression within the firm.
- Ongoing professional development and training.
- A supportive, team-oriented working environment.
- Other benefits include a pension scheme, flexible working, and life insurance.
- Free onsite parking
Please apply online or contact Cara Whyte at Hays for more details or to discuss your career.
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