Puro Associates
Description
Personal Tax Manager
Location: Solihull
Salary: £55,000–£70,000 DOE
Job Type: Full-time, Permanent
The Role
A well-established accountancy practice is seeking a Personal Tax Manager to lead its tax function, manage a varied client portfolio and work closely with three directors.
Key Responsibilities
- Manage a portfolio of around 800 clients, including HNWIs and trusts.
- Advise on income tax, CGT and inheritance tax planning.
- Oversee tax returns, compliance and statutory deadlines.
- Review work and support, mentor and appraise team members.
- Monitor billing, WIP and fee recovery.
- Keep directors updated on workflow and performance.
Requirements
- CTA/ATT qualified or equivalent experience.
- Strong personal tax technical knowledge.
- Excellent communication and organisational skills.
- Experience reviewing work and supporting a team.
- Ability to manage deadlines and complex tax matters.
Benefits
- Company pension.
- Annual leave plus bank holidays.
- Ongoing training and CPD support.
- Professional development and career progression.
Interested? Apply today or call Dom on 01904 571760 for a confidential discussion about this opportunity.