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Private Client Tax Manager

Hays Specialist Recruitment Limited
Posted 14 hours ago, valid for 42 minutes
Location

Cambridge, Cambridgeshire CB2 8AG, England

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An experienced personal tax manager is needed for a small accountancy firm in Cambridge.
  • Candidates should have at least 3 years of post-qualification experience and be a qualified accountant or tax practitioner (ACA/ACCA/CTA).
  • The role involves overseeing a portfolio of personal tax clients, ensuring timely submission of tax returns, and providing tax planning advice.
  • The position offers a competitive salary based on experience, along with benefits such as flexible working hours and ongoing professional development.
  • The firm values strong communication skills and the ability to manage multiple priorities while supporting team members.

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.

Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.