Personal Tax Assistant Manager/Manager

Our client, who are an established, forward thinking firm of Chartered Accountants are seeking a Personal Tax Assistant Manager/Manager to join their team in Fareham.

You will be responsible for managing your own diverse portfolio of personal tax clients, dealing with compliance and advisory work, including remuneration planning, pensions, capital gains tax, disclosures, HMRC enquiries and inheritance tax matters, as well as assisting with MTD, P11Ds and ATED. You will also supervise a team of junior staff, reviewing their work and offering guidance and support where required.

Duties include:-

• Managing a broad portfolio of personal tax clients and build strong, trusted relationships.
• Plan, monitor and prioritise compliance and advisory work to achieve deadlines and budget targets.
• Research, prepare and deliver personal tax advice autonomously, referring complex or higher-risk matters to the Senior Tax Manager.
• Handle ad hoc advisory matters including capital gains tax, pensions, property and helping to answer queries from our business and corporate clients.
• Manage junior members of staff, delegate work effectively and provide support and guidance.
• Review personal tax compliance work prepared by junior staff and maintain high technical standards.
• Monitor portfolio deadlines, work in progress, recoverability and client satisfaction.
• Maintain up-to-date personal tax knowledge and comply with professional and regulatory requirements.
• Help oversee MTD, P11D, ERS and ATED work.
• Contribute material for business development purposes.

You will ideally hold a professional tax qualification such as ATT/CTA or be working towards this and have a strong personal tax background, preferably gained within a UK practice.

A good working knowledge of tax software such as IRIS would also be an advantage.

This is an excellent opportunity to join a friendly, professional firm, who offer a flexible policy with a combination of hybrid working once established, as well as a generous benefits package including pension and private healthcare.

Superb prospects for progression and development.