CTA-Qualified Senior Personal Tax Manager; HNWI

• Overseeing relationships with HNWI clients from a tax perspective

• Reviewing the work of junior team members

• Deliver high-quality personal tax compliance services

• Build and maintain strong client relationships

• Liaise with HMRC on behalf of clients

• Identify opportunities to provide additional services

• Support senior management with ad hoc advisory projects

• Assist in overseeing the workload of junior team members

• Review work to a high standard

• Monitor time and profitability across your client portfolio

Requirements

• CTA qualified (or part-qualified) and ATT qualified
• At least 5 years’ experience in personal tax
• Strong technical knowledge of personal tax compliance
• Experience managing a portfolio of clients
• Up-to-date understanding of tax legislation
• Highly organised, with the ability to manage multiple priorities
• Strong communication skills
• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous.

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Hard Skills

• Personal Tax Compliance
• Tax Legislation Knowledge
• Client Portfolio Management
• Reviewing Work
• Advisory Projects

Soft Skills

• Strong Communication Skills
• Highly Organised
• Ability to Manage Multiple Priorities

Certifications & Qualifications

• CTA Qualified
• ATT Qualified