Job description
Reed Accountancy is recruiting on behalf of our client, a well-established and successful firm of Chartered Accountants for a Private Client Tax Manager. The successful candidate will manage a diverse client portfolio including self-assessment tax returns, partnership returns, capital gains tax returns and trust/estate return work.
This role also involves supporting Directors with research and managing internal tax queries.
Day-to-day of the role:
• Prepare and review self-assessment, partnership, capital gains, and trust/estate returns.
• Manage annual trust accounts and control monthly cashbook completions, including payment of taxes to HMRC and distributions to beneficiaries.
• Handle trustee queries and register new trusts and estates using the TRS service.
• Manage the quarterly MTD – ITSA returns.
• Provide direct tax advice to clients and support directors with technical research.
• Assist clients with HMRC disclosures and enquiries, including completing Holdover election forms and IHT forms for trusts.
• Assist clients with the filing of CGT returns for residential property disposals.
• Manage Work In Progress (WIP) and ensure timely invoicing of clients.
• Train, supervise, and review the work of junior staff and assist with training within the office.
Required Skills & Qualifications:
• Proven, relevant tax experience gained with an Accountancy Practice
• ATT or CTA qualification would be beneficial
• Strong communication skills, both verbal and written.
• Ability to deliver first-class client service and meet tight deadlines.
• Excellent numerical skills and business acumen.
Benefits:
• 25 days holiday per annum, plus additional days at Christmas.
• Hybrid working and flexible hours.
• Opportunities for progression within the management of the practice.
Our client are looking to shortlist for interview immediately, so please apply now for further information.