Career Opportunity

Overall Purpose

Responsible for all aspects of the Personal Tax function at the Solihull office reporting to three directors.

Brief Job Description

• Oversee personal tax compliance for approximately 800 clients including HNWIs and trusts.
• Provide complex tax technical advice to clients and colleagues in connection with income tax, capital gains tax and inheritance tax planning
• Ensure that statutory tax filing deadlines and client expectations are met by the personal tax staff. Monitor tax return completion and keep the directors updated on progress.
• Maintain and develop tax technical knowledge.
• Manage WIP, billing and recoverability for the personal tax department.
• Oversee the personal tax staff including reviewing work, assisting with technical matters and undertaking staff appraisals.

Requirements for the role

• CTA / ATT qualifications or equivalent experience in personal tax
• Strong analytical and communication skills
• Good organisational and time management skills
• Strong technical knowledge with the ability to interpret complex tax legislation

Diversity & Inclusion at bk plus

At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.