Tax Advisory & Compliance Manager
£45-55,000 | Full-time | Permanent
Northumberland | BGC2306TX
The Firm:
A Northumberland based boutique advisory firm offering high level tax advisory to a range of HNWI and SME clients across the north east covering all aspects of both corporate and private client issues with a small close knit team.
The Role:
As the Tax Manager for a small team you will oversee the delivery of work on a portfolio across the team of in excess of 700 tax returns for clients, ensuring the delivery of all their compliance needs in a timely manner alongside supporting the Tax Partner with advisory work.
You will have a broad and interesting portfolio including high net worth individuals, trusts, non-doms and non-residents and assist with capital gains and other considerations. You will be responsible for liaising with these clients, preparing and submitting the personal tax return and liaising with both HMRC and the client throughout.
• Compliance Oversight: Ensure timely and accurate filing of personal tax returns while staying up-to-date with tax regulations. You’ll be the go-to expert for all things compliance.
• Prepare and review tax returns, computations, and disclosures for statutory accounts.
• Provide tax planning advice to optimise tax efficiency and mitigate risks.
• Liaise with external tax advisors and HMRC as necessary.
• Client Engagement: Build and maintain strong relationships with clients, guiding them through their tax planning needs on matters including IHT, CGT, Succession planning, R&D.
• Training, development, leadership and review for tax staff.
Experience required:
Applicants will be working in an existing tax compliance and or advisory role, perhaps looking for a new challenge in a smaller team that gets you closer to your clients, alternatively an Assistant Manager feeling ready to step up to Manager. With a minimum of ATT qualified and 3 years + tax experience.
The Benefits:
The role is office based in order to help lead the team and provide presence, but does offer flexibility to work from home each week. The team are a small one offering a relaxed and friendly environment to be in. The role offers an enjoyable portfolio to challenge your technical knowledge at the same time as a work life balance and both part and full-time hours available. A salary that reflects your level of experience an market rate alongside generous holidays, AE pension and free parking.
Applicants must have eligibility to work in the UK, a VISA is not available.
If you can’t quite see what you are looking for, please get in touch so we can understand more about the best way to help you.
