Vacancies

PERSONAL TAX MANAGER

Ref: J2320

Salary: Market related

Location: Orpington, Greater London, England

Type: Permanent

Market: Public Practice

Grafton Banks Finance is delighted to be working with one of Kent's largest accountancy practices. Our client is currently looking to recruit a Personal Tax Manager.

Role responsbilities include:

  • To contribute to the efficient and successful delivery of tax services to the client.
  • Build and maintain tax relationships with clients and provide high levels of client service.
  • Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations.
  • Assisting the Director and Partners with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken.
  • Responsible for day‐to‐day client liaison.
  • Maintaining a portfolio of private clients, ensuring that all aspects of their affairs are dealt with accurately and timely.
  • Assisting clients with their wider tax compliance obligations.
  • Support, advise, coach and motivate team members when required and ensure they fulfil their responsibilities.
  • Assist with succession planning and knowledge sharing within the team to ensure adequate cover for all roles at all times.
  • Ensure all personal targets are met or exceeded.
  • Ensure departmental targets are reached or exceeded in relation to:
    1. Production
    2. Fees
    3. Margin (Recovery).
  • Commercially manage and develop own client portfolio.
  • Ensure clients are always kept up to date with relevant technical and industry developments.
  • Proactive marketing and generation of new work i.e. seek out new work from clients, partners and staff in both offices and market services of tax teams.
  • Attend networking and other events to help promote the business.
  • Assist or deliver presentations or pitches to clients or potential clients as required.

Your profile will be similar to the following:

  • CTA qualified.
  • Experience working in practice.
  • Strong technical skills and keen to develop further.
  • Experience of dealing confidently with a variety of personal clients.
  • An outgoing approach with the ability to build strong relationships both internally and with clients.
  • Enthusiastic, positive and willing attitude to work.
  • Excellent written and verbal communication skills.
  • Diligent, accurate and hands on approach to work.
  • Client focus and commercial awareness.
  • Project management skills to plan and prioritise work to meet deadlines.
  • Maintain adequate CPD in all areas of tax.
  • Flexible approach during busy periods.
  • Some experience in dealing with Inheritance Tax and Trust issues.


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For further information please contact Ryan Leggett on 01622 584 334, or email ryan@graftonbanks.co.uk

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Ryan Leggett

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