Personal Tax Manager

Permanent Full time Debbie Voaden, Branch Manager in Accounting / Finance
  • Post Date: 17/11/2021
  • Salary: £35,000.00 - £45,000.00 / per Annum
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Job Description

Our Exeter client require a Personal Tax Manager to manage a portfolio of personal tax clients, provide tax consultancy advice and oversee the tax compliance requirements of the department


  • Being responsible for a portfolio of tax cases, including self-employed, HNWIs, trusts and directors and their self-assessment tax returns and computations.
  • Liaising with your clients to get to know their requirements and providing advice, to build and retain commercial relationships.
  • Preparing 30-day capital gains tax returns, P11D forms and ATED returns.
  • Overseeing the tax compliance requirements of the department, liaising with staff, developing their knowledge and reviewing compliance work.
  • Promoting the tax department by taking potential new enquiry calls and meetings and converting them into clients.
  • Compiling of reports and proposals to improve internal and external processes for the personal tax departments

Tax Consultancy        

  • Providing tax consultancy advice covering income tax, capital gains tax and inheritance tax for a variety of situations such as residency and domicile questions, land and property transactions, family succession planning and business purchases and sales.
  • Working alongside the personal tax partner, personal tax director to identify commercial opportunities and assist with tax planning.
  • Understanding the requirements and tax legislation to assist new clients through complex processes such as worldwide disclosures.
  • Cultivating a network of professional contacts such as solicitors, surveyors and stockbrokers for mutual referrals of work.

Person Specification

  • Previous experience in a tax compliance role at a Senior or Manager Level
  • CTA qualified (or equivalent) or qualified by experience
  • Excellent up to date technical knowledge
  • Be fully aware and conversant with compliance standards imposed by the various regulatory authorities for tax and audit
  • Commercially astute, with keen analytical and problem-solving mind
  • Organised and able to plan time efficiently to meet deadlines
  • Ability to work independently, or as part of a team
  • Strong interpersonal skills and ability to build rapport quickly with clients
  • Professional and discreet in demonstrating client care
  • Proficient in MS Office 2010 (i.e.. Excel, Word, Outlook)

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