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Personal Tax Manager

Employer
Holden Jones Ltd
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
Oct 1, 2020

View more

Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Tired of commuting into London in these uncertain times, looking to work locally in Croydon ? Reporting to the Tax Partner in this established Croydon practice, you will be responsible for both compliance and advisory with a portfolio of HNW individuals SME clients and larger company personal tax, while supervising a support team of 4 ACA part qualifieds.

The role includes :-

Preparation of Tax Computations and Personal Tax Returns as well as income and expenditure accounts for letting properties

Preparation of Partnership Tax Returns, and computing chargeable gains.

Responsible for a mixed portfolio of Personal Tax clients (including high net worth individuals, non UK domiciled individuals, Trusts and Partnerships).

Managing portfolio of 350+ clients, including a number of High Net Worth Individuals (HNWI), non UK domiciled and non UK resident clients


• Review of personal expense schedules and locum income accounts, letting (rental) accounts, Trust accounts


• Review of individual, partnership, Estate and Trust tax returns


• Dealing with enquiries into clients' tax returns, including tax enquiries relating to goodwill on incorporation, investment in various tax schemes like film partnerships, Enterprise Zones etc.


• Inheritance Tax (IHT) calculations and preparing IHT accounts (e.g. IHT400/IHT205 forms and various IHT schedules)


• Assisting tax partner and senior tax manager on IHT planning


• Preparing advisory reports for clients for review by tax partner and senior tax manager, such as incorporation of sole trading business


• Liaising with tax partner directly on various tax projects


• Liaising with other teams within the practice in terms of tax planning and clients' wealth management


• Liaising with tax enquiry insurers in terms of agreeing budget and raising claims


• Monitor WIP levels, prepare fee proposals for consideration by partners, budget reviews, chasing outstanding debts

Tax planning, including salary, dividend and pension planning for directors and shareholders of owner-managed businesses (close companies), as well as tax planning through investment opportunities such as VCTs and EIS.

The practice has a Financial Advisor division and there will be an element of advisory work here.

You are ATT or CTA qualified with at least 3-4 years solid personal tax exposure in practice at Personal Tax Senior or Supervisor level.

This is a superb way to gain supervisory exposure, together with some corporate finance exposure and represents a safe/ secure role for a local personal tax specialist

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