At TPF Recruitment we are proud to represent a distinguished firm of chartered accountants based in Maidenhead. Our client known for its exceptional service and commitment to building strong client relationships is currently seeking a skilled individual to join their Personal Tax team in a pivotal role.
As a leading firm within the industry our client is dedicated to fostering partnerships with a diverse range of clients from entrepreneurs to multinational corporations. Together they navigate the dynamic landscape of the business world identifying opportunities and shaping a prosperous future.
As part of the personal tax team the successful candidate will manage a portfolio of clients and oversee the work of junior team members. Reporting to the Tax Directors & Partners the role involves managing and optimizing the performance of the personal tax department.
Key Responsibilities:
- Manage client portfolios ensuring their needs are met and maximizing revenue.
- Oversee the production and review of personal tax returns for both own portfolio and junior members.
- Actively participate in tax advisory work relevant to skill level.
- Plan monitor and review ad hoc tasks to ensure timely completion within set budgets.
- Conduct consultancy work and attend client meetings as required.
- Undertake ad hoc projects and research as necessary.
- Allocate and review tasks ensuring appropriate training for trainees.
- Maintain uptodate tax technical knowledge through continuous professional development.
Requirements
- CTA/ACA/ACCA/ATT qualified with consideration for QBE candidates.
- Minimum 2 years PQE.
- Previous experience managing a portfolio of personal tax clients within a firm of Chartered Accountants.
- Proficient in IT (Excel Word tax software) and possess strong communication skills.
- Demonstrated supervisory organizational and clientfocused abilities.
- Strong problemsolving skills and ability to work well under pressure.
- Positive attitude and commitment to the firms values.
Benefits
- Salary circadepending on experience and qualification status.
- Genuine WorkLife Balance.
- 33 days holiday (including bank holidays) plus optional additional days.
- Enhanced Succession Planning Program.
- Car Lease Scheme.
- Hybrid working scheme and flexible working hours.
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ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.