Personal Tax Manager

Posted 30 March by Accountancy Expertise Ltd

Our client, an established firm of Chartered Accountants, are seeking a Personal Manager to join their team in Winchester.

The role will involve you being responsible for dealing with all aspects of Personal Tax for your own portfolio of around 200/250 clients in various sectors including; agricultural, rural estates, family businesses and charities. You will also be looking after some fairly complex clients, as well as non-resident/non-domicile and trusts.

Duties will include:-

  • Preparing Personal Tax Returns.
  • Handling own portfolio of clients, including HNW individuals.
  • Organising and prioritising workload and managing a client base.
  • Liaising with clients on a regular basis.
  • Small amount of Business Tax

A good working knowledge of IRIS is desirable.

You will ideally hold a professional qualification such as CTA/ACA/ACCA although a qualified by experience candidate with relevant experience would be considered. You will also have a strong personal tax background, preferably within practice, as well as an understanding of trust related issues.

The hours of work are 8.30AM-5.15PM Monday to Thursday and 8.30AM to 4.30PM on Friday.

They also offer excellent benefits including; a generous pension package, Life Cover, discretionary annual bonus, free parking permit and generous holiday allowance.

Superb prospects.

Required skills

  • Chartered Accountants
  • Tax
  • VAT
  • Client Accounts
  • Trust Work

Application question

Do you have at least 4-5 years personal tax experience within practice?

Reference: 42366545

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