Personal Tax Manager (PT Hub Cardiff)

The Role

A Private Client Tax Manager, you lead the delivery of personal tax services, managing client portfolios and ensuring compliance with UK tax regulations. You provide expert advice on complex tax planning, oversee teams, and develop strong client relationships. Your role ensures exceptional client service and contributes to the growth of the tax practice.

Core Skills

Client Focus

•  Is able to respond to client queries relating to role with minimal input from others
•  Demonstrates a clear understanding of clients’ business, objectives, challenges and risks sufficient to brief more junior colleagues on assignment and direct work accordingly
•  Demonstrates a broad understanding of client/customer market and environment and understands the importance of driving new business
•  Manage flexible working of self and assistants based around client needs and business deadlines
•  Reviews WIP on a monthly basis to ensure that fees are raised for any work that is completed or at a billable stage and that any doubtful time that may not be recovered is adequately provided, by updating CCH with the required provision
•  Gain experience of winning new work through input into the preparation of proposals, fee quotes and attending client tenders. Technical Excellence

 Identifies, agrees, and delivers personally challenging objectives. Attention to Detail

 Demonstrates a commitment to developing team members by assigning challenging work ensuring to give support where appropriate and necessary

 Empowers team members to think independently

 Is able to make rational and informed decisions even if they may appear unpopular

 Is able to process constructive feedback and take ownership of their mistakes and performance.

Key accountabilities

•   Decision Making
•  Confident in taking decisions within agreed remit
•  Deals with instances of colleagues failing to adopt core values and respect by either addressing or escalating to senior team members when aware
•  Suggests solutions to problems rather than waiting for suggestions from senior colleagues
•  Supporting managers in delegated aspects of team management such as sickness reporting and holiday approvals. Participate in the interview and selection process for new junior hires. Efficiency
•  Challenges and assesses client fee levels against job recovery trends
•  Challenges existing approaches and offers alternative suggestions to deliver work more efficiently without compromising of quality of output

 Champions new technologies aimed at improving quality and efficiency and takes the lead in departmental implementation of them. Living Our Values

 New to Azets: Shows good understanding of our company values, and making good progress towards consistently demonstrating required behaviours

 Existing Colleague: Consistently ‘lives our values’ - demonstrates expected behaviours in line with our company values.

Technical Skills

•  Review complex Private Client tax returns.
•  Manage a large portfolio of clients with complex needs, build relationships with the client, and demonstrate good communication skills with the wider client team to ensure workflow is efficient and within client's expectations.
•  Regularly attends networking events
•  Initiating and supporting business development activities.
•  Demonstrates excellent technical research skills.
•  Review final tax packs / transmittal letters for Private Tax clients and approve for issue to client.
•  Managing a team of people, delegating appropriately, ensuring team have the required skills and exposure to work.
•  Generating leads with potential new clients and winning work.

 To act as line manager to members of the personal tax/trust team.

Qualifications

Holds a accountancy and/or tax qualification or qualified by experience (e.g. ATT/CTA/ACA/ACCA/CA).

Essential Experience

It is expected that the above core and technical skills will have been developed through study alongside work experience in an accountancy practice.