job / personal tax manager senior manager east central scotland edinburgh 3738
This vacancy is now closed

Personal Tax Manager / Senior Manager - Edinburgh

up to £62,000 + Benefits - Accountancy - Tax
Ref: 3738 Date Posted: Thursday 28 Jun 2018
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Personal Tax Manager / Senior Manager required for the highly successful Private Client Tax team of this reputable long-established mid-tier firm of Chartered Accountants in Edinburgh. 

This is a developing team which reflects the growing requirement to provide a high quality tax compliance and advisory service to a wide range of clients.  

The main duties of the role will include:

  • Responsibility of managing a portfolio of clients including compliance work, managing the process through submission of tax returns and client contact on a day-to-day basis
  • Carrying out technically demanding advisory assignments
  • Monitoring budgets and discussing with senior staff
  • Liaising with colleagues across the firm to provide a co-ordinated service to clients
  • Managing, reviewing and assisting junior members in managing their own portfolio of clients
  • Coaching and developing junior members of team
  • Keeping internal control records up to date and ensuring compliance with quality control procedures
  • Prepare fees and budget proposals for potential new clients
  • Ensuring client acceptance and  anti - money laundering procedures are undertaken and preparing engagement letters
  • Business development

Essential requirements:

  • Good knowledge of personal tax, particularly income tax and capital gains tax.  Technical experience/knowledge of inheritance tax, trusts and partnership taxation preferrential
  • Experience in reviewing personal tax returns
  • Increasing involvement in tax planning projects
  • excellent written and oral communication skills
  • Willingness to take responsibility and suggest solutions 
  • Ability to lead a small team within the department
  • Motivated and committed to developing technical, commercial and client relationship skills
  • Effective time management
  • Work well under pressure and to work to tight deadlines
  • Qualified in Tax or as an Accoutant - ATT, CTA, ITP, CA, ACCA, ACA
  • Excellent IT skills
  • Knowledge of CCH Personal Tax would be helpful but not essential

Salary up to £negotiable + Benefits.  For further information please contact Stuart Ringland (0131) 516 4333 or email stuart@lusona.co.uk