Personal Tax Client Manager

My client is a dynamic, fast forward-thinking Accountancy firm of the future and are currently looking for a Personal Tax Client Manager to support the Directors with managing a portfolio of Personal Tax clients.

The role offers good future career opportunities and development. This role has the opportunity for a 30% Accounts split, if the candidate also has experience of FRS 105 / FRS 102 1A accounts.

Overall purpose of the role:

The ideal candidate should have a minimum of 3 years post qualified experience working primarily in Personal Tax with experience of managing a portfolio. 

Must have good verbal and written communication skills and are looking for someone who keeps client service in the heart of what they do.

Ideally, the candidate will be ICAEW, ACCA, ATT or CTA qualified. Trust tax, Capital Gains tax and Inheritance tax experience is preferred but consideration will be given to candidates who have a desire to train in these areas.

This is an excellent opportunity for someone who is a strong team player looking to develop their career within an inclusive and progressive practice.

The role:

• Running a varied portfolio supporting a Client Director including all aspects of client care from adhoc emails, compliance, billing and quoting for new services

• Managing personal tax work including compliance and advisory as required within specified budget timescale

Essential skills:

• A minimum of 3 years managerial experience working in practice under UK Standards or be qualified by experience

• Experience of specialist personal tax advisory

• Good verbal and written skills are essential • Able to drive and access to a vehicle Preferred (but not essential):

• Experience of the following software packages: Iris, Sage, Xero and other Cloud packages

• ICAEW, ACCA, ATT or CTA

• Assisting with the training and development of junior team members

The candidate must be IT literate (i.e. Microsoft Outlook, Excel and Word) plus have excellent communication and people skills, with the ability to develop good working relationships with members of both our team and our clients.

The successful candidate should be dedicated to a career in practice.

The position comes with full CPD training and we are an approved training practice for ICAEW and ACCA.

Benefits include:

• Ultra-competitive salary per annum plus pension contributions

• Great career development within a supportive training centre practice LMR Apr 2024

•  Working from home one day a week once established in the role, my client also offers flexi-time

• Great package including private medical insurance

• Modern open plan offices with free refreshments