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Your new companyMy client is a boutique accountancy firm on the outskirts of Guildford, which offers full accounting services to their clients. A new opportunity is available due to an upcoming retirement of their Tax Manager. They are looking for someone who has the ability to manage a portfolio of clients and ensure compliance obligations are met in a timely manner. This is an excellent opportunity for someone to become a focal team member of the firm and lead from a tax perspective. This could appeal to someone who is looking for a change of pace from a larger firm, who seeks more work-life balance, would like to take ownership of a full portfolio, or step up from an assistant manager role, or potentially a return from maternity leave, or perhaps their final role before retirement.Your new roleYou will:
- Manage a portfolio of circa 450 personal tax clients
- Liaise with a mix of clients from directors of OMBs through to HNWIs
- Be supported by accountants within the firm who will prepare tax returns
- Review returns prepared by others
- Prepare the more complex returns
- Provide tax advice and tax planning as needed, including Capital Gains and Inheritance Tax
- Prepare P11d returns
What you'll need to succeedYou will be ACA, ACCA, CTA or ATT qualified or equivalent. You will have experience of managing a portfolio of clients, be able to review returns and provide advice to clients as needed. What you'll get in returnYou will receive a salary dependent on experience up to £75,000. Flexible working options available, with hybrid working of 3 days in the office and two at home.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call James Clark on or email If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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