Personal Tax Manager
· Hands on role working with a range of UHNW and HNW families
· Full or part time
· Hybrid working (Home working is fully supported, min 1 day/week in office at jct 25 M1 btw Derby and Nottingham)
· Flexi working available (eg reduced hours in school holidays)
· £ competitive
· No timesheets or sales targets
The role
Your will work closely with the director of personal tax and partners in advising clients on their personal tax affairs, including:
· Preparing personal tax returns using CCH
· Overseeing and reviewing the preparation of personal tax returns by other staff
· Preparing/reviewing residential property CGT returns
· Monitoring deadlines including preparing EIS claims
· Preparing notes of advice, for example, on disposal of real estate, EIS relief, inheritance tax etc
About Coleby
Established in 2013, we are a client focused provider of UK tax compliance and advisory services to a range of UHNWI/HNWI and businesses, including many household names. Delivery is partner led. We have long-term client relationships built on trust and commercially based, pragmatic tax advice and services.
Requirements
· Professionally qualified (eg ATT, CTA, ACA)
· Experienced in preparing/reviewing UK personal tax returns for individuals
· Preferably, has experience of advising trusts and on inheritance tax (including completion of trust tax returns and IHT returns), but this is not essential
· To include experience of complex capital gains, EIS/SEIS, gift aid
· Accustomed to monitoring deadlines
Personal skills
· Organised and with an eye for detail
· Capable of working independently
· Strong communication skills
· Happy to ‘roll up your sleeves’ and ‘muck in’, with a strong team ethic
· Technically strong and interested in changes in tax legislation/policy
Pay: £40,000.00-£70,000.00 per year
Benefits:
- Flexitime
- Free parking
- Work from home
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Nottingham NG10 5QG
