Private Client Tax Manager

placeCambridge calendar_month 
An experienced and motivated personal tax manager is required to join a small accountancy firm in Cambridge.
You will oversee a portfolio of personal tax clients with a view to ensuring the timely progression and submission of client tax returns, dealing with queries and providing advice on tax-related issues.
Whilst the majority of the portfolio will be private clients, this could be a mixed tax or mixed tax and account role for the right individual, with opportunities for involvement with a wide range of clients and interesting, challenging work.

Whilst this is a full-time position, the role could also be suitable for candidates looking for reduced working hours.

Key responsibilities:

Compliance and Tax Returns:

  • Preparing and reviewing personal tax returns for individuals, partnerships, trusts, and sole traders.
  • Ensuring timely submission of returns to HMRC and adherence to relevant tax deadlines.

Tax Planning and Advisory:

  • Providing tailored tax planning advice to clients, such as strategies to minimise tax liabilities, including inheritance tax, capital gains tax, and income tax.
  • Advising on changes in tax legislation and their impact on clients.

Client Relationships:

  • Acting as the primary point of contact for personal tax clients.
  • Building and maintaining strong client relationships through effective communication and proactive service.

Compliance with Tax Legislation:

  • Keeping up-to-date with changes in UK tax laws and ensuring compliance.
  • Identifying potential risks and advising on strategies to mitigate them.

Management and Team Support:

  • Supervising junior staff, reviewing their work, and providing training and mentoring.
  • Assisting with workflow management to ensure smooth operations during peak periods.

Business Development:

  • Identifying opportunities for additional services to existing clients and cross-referring within the practice.
  • Assisting in attracting new clients through reputation and expertise.

Liaison with HMRC:

  • Handling client queries and disputes with HMRC, including compliance checks and investigations.
  • Ensuring professional and efficient correspondence with tax authorities.

Key Requirements:

  • Qualified accountant or tax practitioner (ACA/ACCA/CTA).
  • At least 3 years of post-qualification experience within an accountancy practice, with significant tax exposure.
  • Strong technical knowledge of tax legislation and compliance
  • Conscientious and organised approach to management of workload.
  • Excellent communication and interpersonal skills for managing client relationships and team collaboration.
  • Ability to manage multiple priorities and work effectively to meet deadlines.
  • Experience in training or mentoring team members.
  • Proficient in tax software and Microsoft Office applications.

Benefits:

  • Competitive salary based on experience.
  • Opportunities for career development and progression within the firm.
  • Ongoing professional development and training.
  • A supportive, team-oriented working environment.
  • Other benefits include a pension scheme, flexible working, and life insurance.
  • Free onsite parking

Please apply online or contact Cara Whyte at Hays for more details or to discuss your career. #4663761 - Cara Whyte

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