Personal Tax Manager

We currently have an excellent opportunity for a Personal Tax Manager to join a fantastic regional firm at its Head Office in Exeter. This is a full-time, permanent position.

Your New Role

Key duties and responsibilities of the Tax Manager include:

• 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 reports and proposals to improve internal and external processes for the personal tax department.
• 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.

About You

The successful candidate will be a CTA qualified specialist with excellent knowledge gained in a similar Tax Manager position.

Apply Now

To be considered for this Personal Tax Manager position please apply as soon as possible.