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Coleby Associates LLP
Personal Tax ManagerColeby Associates LLP • Nottingham (Nottinghamshire), England
Personal Tax Manager

Personal Tax Manager

Coleby Associates LLP • Nottingham (Nottinghamshire), England
9 days ago
Job type
  • Part-time
Job description
  • 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) * ·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 * ·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 * ·Happy to ‘roll up your sleeves’ and ‘muck in’, with a strong team ethic * ·Technically strong and interested in changes in tax legislation / policy J-18808-Ljbffr
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Personal Tax Manager • Nottingham (Nottinghamshire), England

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