Personal Tax Manager




Department: Personal Tax




Employment Type: Permanent




Location: Cleckheaton




Description



We are excited to be looking for a Personal Tax Manager to manage a portfolio of personal tax clients, ensuring they meet their tax return filing obligations, and to provide a proactive, efficient and cost-effective taxation service. The role will also assist with ad hoc personal tax advisory work as required.




Key Responsibilities



Manage a portfolio of personal tax clients to include:

• Undertake reviews of self-assessment returns prepared by more junior colleagues.


• Provide clients with a proactive, efficient and cost-effective taxation service that meets their needs and the requirements of regulatory authorities.


• Negotiate and raise fees and take responsibility for WIP management across the client portfolio.


• Report to the Line Manager and Partner, keeping them up to date on the progress of work undertaken.


• Mentor and train colleagues at Tax Trainee level.


• Work alongside senior team members to identify key opportunities within the client portfolio.


• Assist with ad hoc personal tax advisory work arising from the portfolio, with opportunities to support other advisory assignments as required.


• Contribute to the firm's practice development activities, including preparing articles and e-shots, improving processes, delivering presentations and networking.


• Keep up to date with changes in tax legislation and HMRC processes and manuals, and communicate relevant changes to clients.


• Attend relevant courses to develop interpersonal skills and maintain an appropriate level of technical CPD.

Skills, Knowledge & Expertise

• Qualified by experience, or ACA, ATT or CTA qualified.


• At least three years' experience in personal tax work.


• Experience of other taxes would be beneficial but is not essential.


• Able to communicate effectively with clients and colleagues.


• Excellent time-management skills, with the ability to meet a range of strict deadlines.

Belong @ Sumer



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• We Shine Together


• We Do the Right Thing


• We Make It Count

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