Personal Tax Manager

Overview

As a Personal Tax Manager, you will play a crucial role in managing the tax affairs of individual clients within our Witney-based practice. Your responsibilities will include providing expert tax advice, ensuring compliance with tax laws, and delivering exceptional service to our clients.

Responsibilities

• Client Portfolio Management:
  • Manage a portfolio of private clients, including individuals, sole traders, partnerships, [and a small number of trusts]
  • Prepare and review self-assessment and partnership tax returns.
  • Calculate tax liabilities and identify tax planning opportunities.
  • Handle client queries promptly and professionally.
  • Correspond with HMRC as required.
  • Liaise directly with clients to build strong relationships.
• Tax Compliance and Reporting:
  • Ensure accurate and timely preparation of personal tax returns.
  • Handle capital gains computations.
  • Assist with ad hoc advisory work as needed.
  • Collaborate with Senior Managers and Partners.
• Tax Planning and Strategy:
  • Provide expert advice on personal tax matters.
  • Develop innovative tax planning strategies.
  • Stay informed about changes in tax legislation.
  • Advise clients on areas such as Capital Gains Tax and Property Tax.

Qualifications and Skills

• Relevant tax qualifications (e.g., ATT, CTA) preferred.
• Strong knowledge of personal tax regulations.
• Excellent communication and client management skills.
• Attention to detail and ability to meet deadlines.

Benefits

• Competitive salary based on experience.
• Hybrid work arrangements (office and remote) exist but offered as an office based role.
• Opportunity to grow within a supportive team.

If you’re passionate about tax, client service, and making a positive impact, we’d love to hear from you!