We have a fantastic opportunity for a Personal Tax Manager to join our established client!

Based in Guildford

Up to £56,000


Our client is a leading provider of audit, tax and consulting services to middle market leaders, globally. They are an established and progressive Top 10 Firm who are widely considered to be one of the most forward thinking and entrepreneurial of their peers.

Their focus is on their staff, their development and the growth of the business and with that comes great opportunities both in the UK and Internationally.


About the Personal Tax Manager

The overall purpose of the job is to manage and control a substantial portfolio of predominantly UK based High Net Worth clients and be involved in business development initiatives and networking events as required.

The role is focused on assisting Directors and Partners in the team to deliver tax advisory projects to clients, managing all aspects of this process including the technical content of the advice, timely communications with the client and monitoring the commercial and financial aspects of the engagement.


Key duties:

* To ensure that the clients' tax affairs comply with statutory requirements
* To manage assignments in accordance with the firm's standard procedures and confirm arrangements with the client, including likely costs and billing arrangements
* To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required
* To brief junior staff on the client's business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake 'on the job' training and appraisals where necessary
* To ensure that the job is completed within budget
* To ensure the work meets targeted recovery, and to bill clients on a timely basis
* To research and prepare proposals for new work, and to take part in formal presentations to prospective clients


Requirements of the Personal Tax Manager

* Ideally come from an owner Managed Business background
* CTA/ATII qualified or equivalent would be preferred
* Previous experience operating at Manager level in a similar role is required
* Proven experience in client handling
* Ability to manage complex advisory projects
* Proven tax experience and business development experience within this area of work
* Excellent communication and organisation skills with the ability to work to deadlines


About Morgan Jones:

This role is being handled by Morgan Jones Recruitment & HR Consultants. We have been established as a quality recruitment business for over 16 years with a reputation for fair and equal representation.

We see each applicant as an individual and will treat you accordingly.

We would love to talk to you to give you more information about our client and discuss the role.

To view other great opportunities please check out our website or call us on 0808 168 1474 for a confidential chat about upcoming opportunities.

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Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience. If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.