Personal Tax Manager
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About the Role
JOB TITLE: Personal Tax Manager
ROLE TYPE: Permanent, Full Time
LOCATION: North London
HOURS/DAYS (per week): Mon - Fri (5 days per week), Office-based until probation is completed, then view for hybrid working (performance-dependant)
SALARY RANGE: £55,000 per annum (higher salaries will be considered depending on experience)
NOTICE & PROBATION PERIODS: TBC
BENEFITS/BONUSES/HOLIDAYS: Standard annual leave allowance, company parking permit, along with opportunities for professional development and career progression. Flexible working arrangements are available.
COMPANY CULTURE & SUMMARY:
My client are a small to medium-sized firm of Chartered Accountants, who's Head Office is located in North London. With over 35 staff throughout their London offices and a large outsourced team internationally, this firm are looking to make a couple of crucial hires as they continue to scale and professionally service their long-standing and loyal client base to the highest of standards. Hard-work, ambition and passion is what this company look for, where hard-work is rewarded and doesn't go un-noticed!
JOB ROLES/RESPONSIBILITIES (include but not limited to):
The Personal Tax Return Manager will lead a team of 11 outsourcing staff, responsible for managing the preparation and submission of 1,200 personal tax returns. This role primarily involves handling basic employment and dividend income tax returns but also includes responsibility for more complex areas such as P11Ds, Annual Tax on Enveloped Dwellings (ATED), Capital Gains Tax (CGT), and other personal tax matters as needed.
- The manager will ensure the accurate and timely completion of 1,200 personal tax returns, including 1,000 focused on basic employment and dividend income.
- They will also be responsible for managing P11D forms to ensure compliance with employer benefits reporting requirements, handling ATED for clients with relevant properties, and overseeing the calculation and reporting of CGT on various asset disposals.
- Additionally, the manager will review the work completed by the team, maintain high standards of accuracy and compliance, and ensure effective communication with clients regarding personal tax matters.
- The role requires the use of IRIS Personal Tax software, and experience with this software is highly desirable.
ANY SPECIFIC TRAINING/QUALIFICATIONS/EXPERIENCE REQUIRED:
- The ideal candidate should hold a qualification such as ACA, ACCA, or ATT, or studying towards a CTA qualification
- A minimum of 3 years of experience in personal tax, with a focus on managing tax returns and compliance, is required
- Strong knowledge of UK tax legislation, particularly in personal tax, P11Ds, ATED, and CGT, is essential
- The candidate should have experience in managing a team, and possess strong organizational and communication skills and attention to detail
- Proficiency in using IRIS Personal Tax software is desirable