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Tax Manager

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  • Ref: JW755

I currently have an excellent opportunity for a Tax Manager to join a leading Exeter based professional services firm. Working in fantastic offices with excellent facilities this role would suit an experienced Tax Professional looking for their next move.

Tax Manager responsibilities include...

Duties and responsibilities include:

·         Responsible for the annual compliance cycle on a portfolio of high net worth UK resident and non-UK resident individuals, our internal partner group, trusts and estates. 

·         Preparation of annual self-assessment tax returns, calculation of tax liabilities, dealing with all associated correspondence and oversee the submission of tax returns to HMRC.

·         Responsible for the tax compliance required to support our Probate team, including the preparation of all necessary tax returns and computations for the period to the date of death and periods of administration.

·         Ensure the confidentiality and security of all firm and client documentation and/or information.

·         Ensure client and matter records are made and maintained in line with the firm's procedures.

·         Manage files diligently and review each regularly.

·         Compliance with internal policies and procedures, ethical standards and regulatory requirements.

·         Liaise directly with clients to ensure they remain up-to-date on any changes in tax legislation and the on-going status of their tax returns.

·         Maintain regular contact with the client and keep them informed at all times.

·         Deal promptly with all client enquiries and correspondence.

Tax Manager requirements include...

In order to be successful you will be ATT/CTA qualified with experience of trusts/partnerships. You will be outgoing, driven and able to communicate at all levels. Please forward your details ASAP

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