Personal Tax Manager - Reading

Ref: 1358 Date Posted: Thursday 22 Feb 2024

We are working on a massively exciting opportunity for a Personal Tax Specialist to really catapult their career forwards.

  • A highly successful, dynamic, ambitious accountancy practice based in the heart of Berkshire.
  • Chartered Accountants, Chartered Tax Advisers and accredited to provide Probate Services.
  • This role provides an exceptional opportunity for the right candidate to make a substantial contribution and progress with the Practice.

The Role

  • Preparation of tax returns for a portfolio of clients, including landlords.
  • Review tax returns for other team members.
  • Liaising with HMRC for ad hoc matters such as compliance checks, Let Property Campaign, Worldwide Disclosure Facility, 60 day CGT reporting.
  • Advising clients of tax liabilities in a timely manner.
  • Maintaining up to date knowledge of tax legislation.
  • Overseeing the firms personal tax compliance to ensure all deadlines and KPIs are met.
  • Providing advice to clients in a tax planning capacity, to cover all taxes including inheritance tax.
  • Advising clients on residency matters.
  • Working alongside and reporting weekly to our tax director.

The Requirements

  • Solid foundational experience working in a Practice tax environment.
  • Qualified ATT or CTA (or candidate in final stages of CTA qualification).
  • Previous experience delivering excellent service to clients.
  • Ability to work on own initiative unsupervised.
  • Ability to work to strict deadlines.
  • Excellent communication skills written and verbal.
  • Accounts and corporation tax experience would be an advantage, but not essential.
  • Previous exposure to tax software (specifically Xero Tax and Digita) would be an advantage, along with a prerequisite for advanced Excel skills.