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Personal Tax Manager

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PKF Smith Cooper

Jun 12

  • Job
    Full-time
    Mid Level
  • Accounting & Tax
  • Derby
  • Quick Apply

AI generated summary

  • You must be CTA or ACA qualified with strong technical knowledge in UK tax laws, experienced in managing personal tax clients, and possess excellent communication and organizational skills. Proficiency in tax software is essential.
  • You will manage a portfolio of personal tax clients, prepare tax returns, provide tax planning advice, liaise with HMRC, mentor junior team members, and stay updated on tax legislation changes.

Requirements

  • CTA or ACA qualified with several years of experience in personal tax.
  • Strong technical knowledge of UK tax legislation, including income tax, capital gains tax, and inheritance tax.
  • Experience in managing a portfolio of personal tax clients and providing tailored tax planning advice.
  • Excellent communication and interpersonal skills.
  • Strong organisational and time management skills.
  • Proficient in using tax software and Microsoft Office applications

Responsibilities

  • Managing a portfolio of personal tax clients, including individuals, partnerships, and trusts.
  • Preparing and reviewing personal tax returns, including self-assessment tax returns, partnership tax returns, and trust tax returns.
  • Providing tailored tax planning advice to clients, including income tax, capital gains tax, and inheritance tax planning.
  • Preparing and reviewing Forms P11D and working alongside our specialist Employment Tax team in the provision of employment benefits advice
  • Managing client relationships and providing excellent client service.
  • Liaising with HMRC and resolving any tax queries or issues.
  • Supervising and mentoring junior members of the team.
  • Keeping up to date with changes in tax legislation and communicating these changes to clients.

FAQs

What is the main responsibility of the Personal Tax Manager role at PKF Smith Cooper?

The main responsibility of the Personal Tax Manager role at PKF Smith Cooper involves a combination of compliance and advisory work, managing junior staff, and collaborating closely with senior managers and partners in the wider tax team, as well as other departments within the firm.

What type of clients will the Personal Tax Manager be dealing with?

The Personal Tax Manager will be dealing with directors of SME/owner-managed companies with a turnover of up to £30 million, HNWIs, and trusts.

What is the goal of the tax partners in terms of the tax practice at PKF Smith Cooper?

The goal of the tax partners is to double the size of the tax practice over the next five years, and they are dedicated to attracting and retaining the best talent in the market to achieve this.

What are the key skills required for the ideal candidate for this role?

The ideal candidate should have experience managing junior staff, dealing with directors of SME/owner-managed companies, HNWIs and trusts, and have a varied client portfolio.

What is the opportunity for growth and development within PKF Smith Cooper for the Personal Tax Manager role?

This role offers a great opportunity to leave your mark on a company with a global reach and to work towards the goal of doubling the size of the tax practice within the next five years.

PKF Smith Cooper

An award-winning accountancy and business advisory firm.

Accounting
Industry
201-500
Employees
1985
Founded Year

Mission & Purpose

PKF Smith Cooper is the home of PKF in the Midlands. Our clients are at the heart of everything we do, and it’s our job to help them thrive by creating successful, longstanding relationships. The region’s leading firm of trusted accountants and business advisors, we work in unison with PKF member firms across the world, blending local expertise and extensive territorial knowledge to provide a full range of audit, accountancy, tax, and advisory services.

Benefits

  • Health Insurance

  • Flexible Working

  • Life Insurance

  • Work From Home