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Private Client Tax Manager

Ref: : 24339414 (Additional Resources Ltd.)
Location: :

Oxford - South East

Rate: 50K to 60K (Permanent) +
Industries: Accountancy Firms
Functional Areas: Accountancy / Taxation

Private Client Tax Manager

Location: Oxford, Oxfordshire

Salary: GBP 45k - GBP 60k Excellent Benefits

The Client:

Our client is a highly successful business that offers a wide range of services including accounting, audit, business insolvency, bookkeeping, HR advice, payroll management, personal and business tax planning, personal financial planning, corporate finance and company secretarial services.

They are proud to serve a wide range of clients, including businesses, Universities, and charities across the UK.

The Role:

The successful candidate will be responsible for the compliance and advisory requirements of a number of mainly Private Client Individuals. You will be providing general tax planning to the Firm`s clients along with tax advisory projects with the Associate Tax Director and Tax Partner.

The individual will be managing a small team of tax associates and tax seniors and have overall responsibility for the output of the team. Whilst the first few months would be office based, there is the potential for some homeworking thereafter.


* Managing a compliance portfolio of mainly personal and some partnership tax returns to include monitoring of billing and work in progress
* Meeting and liaising with clients and potential clients to discuss their tax affairs
* To assist in the review of tax returns prepared by more junior members of staff
* Managing a team of tax associates and tax seniors
* Involvement in the training of junior members of staff
* Involvement in tax planning issues including Capital Taxes
* To liaise proactively with clients on advisory matters
* To assist the Associate Tax Director and partners on complex technical assignments
* To assist in marketing Private Client taxation services with the Associate Tax Director and partners
* To attend networking events, in order to promote the firm, as required

Essential Skills:

* Qualified tax professional - ATT, CTA, ACCA, ACA (or similar), or qualified by experience
* Minimum 5 years experience in dealing with personal tax issues
* Knowledge of trusts taxation is beneficial although not essential

Skills and Personal Attributes:

* Confident and well organised
* Excellent verbal and written communications skills with ability to communicate at all levels
* Good IT Skills
* Thorough and methodical approach to work
* Excellent problem solving skills
* Ability to work well under pressure
* Adaptable to take on cases not specifically on your own allocation
* Ability to lead and manage team members
* Supports the development and training of others

Important Information: We endeavor to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aw


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