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Personal Tax Manager
3 weeks ago
We are seeking a skilled professional to join our team as an Assistant Manager. This role involves managing a diverse portfolio of clients, providing proactive client solutions and working in a collaborative environment.
About the Portfolio
Our clients range from high net worth individuals and families to business owners, entrepreneurs, professional practices, company directors, land and property owners, retirees and family trusts and estates. As an Assistant Manager, you will have the opportunity to work on a wide range of compliance matters including tax returns for individuals, partnerships, trusts and estates.
About the Role
This is an interesting and varied role which provides scope for personal and career development. You will be expected to work independently, handling HM Revenue & Customs enquiries and assisting with tax advisory projects. Additionally, you may be responsible for reviewing Self Assessment tax returns completed by others and assisting with the development of junior team members.
About the Work Environment
Our office is a modern and comfortable working environment with excellent facilities and roof terrace area, situated close to Ipswich station and town centre, with convenient parking available.
Requirements
- A minimum of 2 years recent practice experience within a personal tax role, or a mixed role including a significant personal tax element.
- ATT qualified (or above) would be preferable.
- Excellent organisation skills and experience in managing deadlines and client expectations.
- Experience of managing a portfolio of clients.
- A high level of ICT literacy with sound working knowledge of MS Word, Excel and accounting/tax software packages.
- Good oral and written communication skills to facilitate effective client contact and present findings in an accessible manner.
The package includes: An attractive salary with numerous benefits in a friendly working environment offering extensive training programme.
To apply, please submit your CV together with a covering letter stating your current salary via the recruitment portal. Please note we are only accepting applications via our portal for this vacancy.
