Senior Personal Tax Manager for HNWI Advisory

• Overseeing relationships with HNWI clients from a tax perspective

• Reviewing the work of more junior members of the team

• Working on your own allocation of complex work

• Assisting with advisory projects

• Ensuring personal tax compliance obligations are met in line with statutory deadlines

• Delivering high-quality personal tax compliance services

• Building and maintaining strong client relationships

• Liaising with HMRC on behalf of clients

• Keeping abreast of legislative and technical developments

• Identifying opportunities to provide additional services

• Supporting senior management with ad hoc advisory projects

• Reviewing work to a high standard and identifying technical issues

Requirements

• CTA qualified (or part-qualified) and ATT qualified
• At least 5 years’ experience in personal tax
• Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns
• Experience managing a portfolio of clients and building long-term trusted relationships
• Up-to-date understanding of tax legislation, Budget changes and compliance requirements
• Highly organised, with the ability to manage multiple priorities and meet deadlines
• Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous

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Hard Skills

• Tax Return Preparation
• Tax Return Review
• Personal Tax Compliance Services
• Advisory Project Support
• Technical Issue Identification

Soft Skills

• Highly Organised
• Ability to Manage Multiple Priorities
• Strong Client Relationship Building

Certifications & Qualifications

• CTA
• ATT