About Us:
We are a well-established, four-partner accountancy practice based in Girton, Cambridge. We are committed to providing professional services to a range of businesses and individuals, delivering exceptional client service. Our team fosters a supportive and professional environment with opportunities for personal and professional development.
Role Overview:
We are seeking a proactive and motivated personal tax manager to join our team. The successful candidate will oversee a portfolio of personal tax clients with a view to ensuring the timely progression and submission of client tax returns, dealing with queries and providing advice on tax-related issues.
Whilst the majority of the portfolio will be private clients, this could be a mixed tax or mixed tax and account’s role for the right individual, with opportunities for involvement with a wide range of clients and interesting, challenging work. Whilst this is a full-time position, we would be open to candidates looking for reduced working hours.
Key responsibilities:
Compliance and Tax Returns:
- Preparing and reviewing personal tax returns for individuals, partnerships, trusts, and sole traders.
- Ensuring timely submission of returns to HMRC and adherence to relevant tax deadlines.
Tax Planning and Advisory:
- Providing tailored tax planning advice to clients, such as strategies to minimise tax liabilities, including inheritance tax, capital gains tax, and income tax.
- Advising on changes in tax legislation and their impact on clients.
Client Relationships:
- Acting as the primary point of contact for personal tax clients.
- Building and maintaining strong client relationships through effective communication and proactive service.
Compliance with Tax Legislation:
- Keeping up-to-date with changes in UK tax laws and ensuring compliance.
- Identifying potential risks and advising on strategies to mitigate them.
Management and Team Support:
- Supervising junior staff, reviewing their work, and providing training and mentoring.
- Assisting with workflow management to ensure smooth operations during peak periods.
Business Development:
- Identifying opportunities for additional services to existing clients and cross-referring within the practice.
- Assisting in attracting new clients through reputation and expertise.
Liaison with HMRC:
- Handling client queries and disputes with HMRC, including compliance checks and investigations.
- Ensuring professional and efficient correspondence with tax authorities.
Key Requirements:
- Qualified accountant or tax practitioner (ACA/ACCA/CTA).
- At least 3 years of post-qualification experience within an accountancy practice, with significant tax exposure.
- Strong technical knowledge of tax legislation and compliance
- Conscientious and organised approach to management of workload.
- Excellent communication and interpersonal skills for managing client relationships and team collaboration.
- Ability to manage multiple priorities and work effectively to meet deadlines.
- Experience in training or mentoring team members.
- Proficient in tax software and Microsoft Office applications.
Benefits:
- Competitive salary based on experience.
- Opportunities for career development and progression within the firm.
- Ongoing professional development and training.
- A supportive, team-oriented working environment.
- Other benefits including pension scheme, flexible working, life insurance.
- Free onsite parking.
How to Apply:
If you are enthusiastic, reliable, and looking for an opportunity to grow your career, we’d love to hear from you.
Please send your CV and a brief covering letter outlining your suitability for the role to hr@lakinrose.co.uk.
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