Job Description
Location: Preston / Lancaster
Competitive salary, negotiable depending on your experience and expertise.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Personal Tax professional who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in our Private Client Tax team will go beyond the numbers – it’s about building meaningful client relationships, understanding client’s wider affairs, navigating risks, and delivering insights that drive real results.
As a Personal Tax Manager in our North West team, you will deal with high-net-worth individuals and their families and trusts. You will manage a Personal Tax portfolio, be responsible for the Trusts and Estates work, and will also gain exposure to variety of projects, including working on international and cross-border tax issues, leveraging the fact that MHA is the UK independent member firm of Baker Tilly International. The role will involve elements of compliance, dispute resolution and advisory. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with - succession planning, OMB projects, trusts and structures, and inheritance tax planning.
Most importantly, we are looking for ambitious and forward-thinking individuals who are keen to develop their skills, build great relationships with existing and future clients, and leverage the experience on offer in this role to develop their technical and soft skills to progress in their career.
The role includes but is not limited to:
Dealing with the preparation, submission, and review of personal tax returns of all delegated clients.
Advising clients on various private client / personal tax issues.
Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, trusts, estates and offshore structures.
Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues
Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
IHT reporting, including IHT 100 and IHT 400 forms.
Regularly updating your tax technical knowledge through continuing professional development
Positive involvement with tax advisory work and spotting opportunities to win new work
Supporting with business development and marketing initiatives
Supporting junior members of the team with their development
Supporting senior staff and partners on complex projects.
What We’re Looking For
A Personal Tax professional who is either looking to make a step into a Manager role or an experienced Manager-level individual who will join our tax department to grow and service the tax offering to clients, whilst looking to develop and progress further in their career.
CTA/ACA/ACCA qualified or equivalent.
Professional curiosity and desire for continuous learning
IT literate (Excel, Word, tax software)
Effective communication skills – verbal and written
Ability to supervise junior in the team
Organisational skills and the ability to plan and prioritise work accordingly.
Client focus / commercial awareness
Problem solving and decision making
Ability to work well under pressure
Be positive and committed to MHA in dealings with both clients and staff