Personal Tax Manager

M+A Partners is a progressive firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the firm of choice, through our team fulfilling their potential and delivering exceptional client service.

The role is to be responsible for the management of a portfolio of clients in the Norfolk and Suffolk area within the specialism of Personal Tax. This role sits within the Personal Tax team in the Tax department of our firm based in Norwich.

This role offers excellent career progression and also presents a great opportunity for someone to develop their knowledge in relation to personal taxation.

Duties include, but are not limited to:

• Complex personal tax compliance and advisory work for high-net-worth individuals including advice on residence and domicile;
• Provide tax planning solutions tailored to medical professionals, including doctors, consultants, and other healthcare practitioners;
• Navigate complex NHS pension schemes, income sources, and expense deductions to optimise tax outcomes for clients in the medical field;
• Responsible for quoting fees, raising fee invoices and managing their own WIP (work in progress);
• Working with Trainees and Assistants to support their workload and ongoing practical training;
• Working closely and assisting the Tax Managers, Director of Private Client Services and Partners with complex planning matters;
• Demonstrating a proactive understanding of current tax legislation, compliance regulations and technical developments relevant to client situations;
• Ensuring work is undertaken to comply with relevant professional standards; and
• To promote and contribute to the Vision and Values of M+A Partners.

• Minimum CTA qualified, and/or ACCA/ACA qualified;
• At least five years practice experience dealing with complex tax compliance and advisory work;
• Exposure to tax advice for medical professionals;
• Experience of overseeing and reviewing the work of trainees;
• Excellent verbal and written communication skills and excel skills;
• Working knowledge of accounting packages is preferred but full training is available;
• Opportunity for progression within the firm;
• A split between home and office working is an option.

For the right candidate there is the opportunity for further training and qualifications.

To apply , please submit your CV and covering letter. If you have any questions, get in touch with our People & Culture team at .

Please use the application form linked on our website. Fields marked with an
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