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Personal Tax Manager

Job Title: Personal Tax Manager
Contract Type: Permanent
Location: North London
Salary: 47000 - 56000
Contact Name: Jo Lee
Contact Email:
Job Published: over 3 years ago

Job Description


Primary role:

  •  Complete complex tax returns and accounts without supervision and be first point of contact for clients on a day to day basis.

  •  Manage, motivate and provide training for supervisors and other team members and act as a technical expert in a particular area / discipline. Assist Tax Consultants in ad-hoc projects.

    Key responsibilities:

  •  Able to carry out all aspects of a Tax Senior role as required.

  •  Review and supervise team member’s work providing timely, consistent and constructive

    feedback on an informal basis and through PDRs.

  •  Develop good working relationships with clients and team members.

  •  Assist in recruitment & selection, management and training of team members.

  •  Liaise with Head of Personal Tax regarding performance of the team and other issues,

    managing employee relations issues that arise with guidance from HR.

  •  Raise bills on portfolio and as directed by Head of Personal Tax / Partner.

  •  Update Head of Personal Tax / Partner on a regular basis and bring to their attention

    anything which is not understood or which is inconsistent with expectations.

  •  Fulfil measures of effectiveness and meet competencies set for role.

  •  The Firm reserves the right to require you to perform other duties outside your normal work

    duties as the Firm may reasonably require.

    Measures of effectiveness:

  •  Perform assigned work to set standards ensuring it is suitable to send to a client and ensure the work of team members is also completed to the required standards for their role.

  •  Ensure every client, where appropriate, has been advised by all team members, where applicable, of measures they can take to reduce their Tax liability.

  •  Complete 1200 chargeable hours per year.

  •  Delegate work to team to ensure that returns are completed on-time and to budget and

    suitable learning opportunities are provided for the team. Ensure Supervisor’s and Seniors

    have delegated workload appropriately.

  •  Is regarded by Head of Personal Tax / Partner and other team members as a technically

    competent Manager capable of motivating others, designing and managing efficient and

    effective internal processes suitable for the team.

  •  Look after 150 – 250 clients as agreed with the Head of Personal Tax.

  •  Attend courses and development opportunities as identified and apply knowledge learned

  •  Ensure team members demonstrate competency using systems correctly providing training

    as required.

  •  Track own progress against the above measures and flag up any gaps to Head of Personal Tax

    / HR so that these can be addressed in a timely manner.

    Development expectations:

Continue to develop within role, keeping up to date with all relevant changes and further

develop specialist knowledge and expertise within other specific areas of tax.