All Vacancies

Personal Tax Assistant Manager

Department
  • Tax
Location
  • Sheffield
Hours
37.5hrs per week, Monday-Friday
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To manage a portfolio of personal tax clients, ensuring that they meet their obligations to file tax returns and to provide clients with a proactive, efficient, and cost-effective taxation service. To assist is the management of the team on a day-to-day basis.  To assist in the provision of ad-hoc personal tax advisory work, as required.

Key Responsibilities:

Managing a portfolio of personal and trust tax clients, including the preparation of Self Assessment and Capital Gains Tax Returns. Reviewing returns prepared by less experienced members of the team

Involvement in the firm’s P11D and PSA work including the preparation and review of forms and calculations and assisting in the day-to-day management of the P11D process

Provide clients with a proactive, efficient, and cost-effective taxation service that meets their needs and those of the regulatory authorities including the provision of ad hoc advice as required

Day to day involvement in training and coaching less experienced members of staff including some line management

Researching and drafting private client and employment tax advice

Report to and keep the management and partner team up to date with progress on jobs undertaken

Person Specification:

Qualified by experience or CTA qualified

At least 2 years’ post qualification experience of Personal Tax work

Able to communicate effectively with clients and colleagues

Excellent time management skills in order to meet a variety of strict deadlines

Experience of some line or process management is preferred but not essential

Tax advisory experience is desirable but not essential

Some experience of other taxes ideal, but not essential

Interested? get in touch with us.

Send Us Your CV
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