Personal Tax Manager

Posted 4 days ago by Rutherford Briant
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Rutherford Briant are recruiting for a Personal Tax Manager for a region’s leading independent Public Practice based in Bury St Edmunds. They offer clear progression opportunities that would suit an ambitious individual.

The role will oversee a varied portfolio of private client work in a client facing role with day-to-day responsibility for client relationships.

  • Responsible for your own portfolio of High-Net-Worth private clients
  • The position will directly support Partners and Directors and pay a pivotal role in the development of junior staff.
  • Day to day administration of the portfolio including all aspects of compliance, reviewing of the work of more junior staff and assisting with planning projects
  • Preparation and review of self-assessment returns
  • Annual tax on enveloped dwelling and non-resident capital gains returns and tax computations returns and tax computations
  • Assisting with planning and all related aspects of looking after the complex tax affairs of a variety of high net worth private clients.

The successful individual will be CTA Qualified or equivalent with prior experience in a Practice environment. STEP desirable but not essential. They will demonstrate strong communication and advisory skills and be comfortable in a client facing role.

The firm, in return, will be offering a very generous basic salary as well as a discretionary bonus scheme and a long list of very exciting company benefits.

Required skills

  • CTA
  • Advisory Work
  • Private Client
  • Personal Tax

Reference: 34440816

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