Personal Tax Manager

Xeinadin Group Limited; Dudley; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Dudley seeks a Personal Tax Manager to oversee the personal tax department and manage a diverse portfolio of clients. You will prepare tax returns, review team work, and provide expert advice on various tax matters. The position offers a competitive salary, hybrid work model, and generous benefits including company pension, annual leave, and additional perks.

Benefits

Company Pension Scheme

25 days of annual leave + bank holidays

Life Assurance x4 annual salary

Employee Assistance Programme

Corporate Discounts Platform

Qualifications

• Solid background in personal tax work.
• Experience managing a portfolio of personal tax clients and reviewing team output.

Responsibilities

• Preparation and submission of personal tax returns for a varied client base.
• Overseeing and reviewing work prepared by the team, ensuring technical accuracy and quality.
• Provide coaching, mentoring, and support to junior staff.
• Offer practical advice across a wide range of personal tax matters.
• Maintain strong relationships with clients, offering proactive guidance.

Skills

Attention to detail

Communication skills

Organizational skills

Education

Minimum ATT qualification

CTA or equivalent experience

Job description

Overview

Company Description Xeinadin was established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It\'s our people who drive our business forward, and we offer them future-focused career opportunities whilst supporting individual specialisms. Our regional offices of over 2500 colleagues operate collaboratively, combining collective expertise to maximise potential.

Description You’ll be responsible for the day-to-day running of the personal tax department, reviewing the team’s work, and offering guidance and support. You’ll also manage a portfolio of personal tax clients, ranging from individuals to families and business owners, providing clear, practical advice on a range of tax matters.

Responsibilities

• Preparation and submission of personal tax returns for a varied client base.
• Overseeing and reviewing work prepared by the team, ensuring technical accuracy and quality.
• Provide coaching, mentoring, and support to junior staff.
• Offer practical advice across a wide range of personal tax matters.
• Maintain strong relationships with clients, offering proactive guidance and identifying planning opportunities.
• Keep up to date with changes in personal tax legislation and HMRC guidance.
• Ensure deadlines are met and compliance is handled efficiently and effectively.

Qualifications

• Minimum ATT qualified; CTA or equivalent experience is desirable.
• Solid background in personal tax work.
• Experience managing a portfolio of personal tax clients and reviewing team output.

Additional Requirements

• Excellent attention to detail and commitment to high standards.
• Confident communicator with strong organisational skills.

Model

Model: Hybrid

Salary

Salary: Competitive

Benefits

• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme – 24/7 support, free and confidential
• Corporate Discounts Platform
• Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental

*subject to exceptions and business needs