Private Client Tax Assistant Manager

As a Private Client Tax Assistant Manager you will work closely with the Senior Managers, Directors and Partners, providing assistance for both compliance and advisory client work.

Client Details

Our client are a renowned firm of chartered accountants situated in Worcestershire, recipients of multiple industry awards in recognition of their outstanding services and entrepreneurship. Embracing modern methodologies in accountancy while upholding a dedication to superior client support, they offer a diverse array of services spanning various industries. They aren't your typical practice!

Owing to their expanding operations, they seek a Private Client Tax Assistant Manager to join an established and high-performing Private Client Tax division.

Description

• Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised.
• Undertake the preparation of intricate personal tax returns and associated claims.
• Evaluate straightforward tax returns to guarantee precision and adherence to regulations.
• Support senior team members in overseeing client portfolios as required.
• Offer advice and assistance to junior team members.
• Participate in client meetings to discuss their tax positions and provide updates.
• Handle correspondence with HMRC on behalf of clients.
• Supervise a portfolio and nurture relationships.
• Provide counsel on routine tax inquiries and contribute to tax planning efforts.
• Extend support to colleagues in alternate departments when necessary.
• Ensure timely completion of tasks and efficient handling of billing.

Profile

• ATT/CTA accreditation, or an equivalent professional credential (or QBE will be considered).
• Considerable involvement in personal and Private Client Tax within a specialised or diversified capacity.
• Effective communication abilities - oral and written track record of operating in a client-centric capacity.
• Outstanding focus on precision.
• Capable of managing personal workload and adhering to deadlines.
• Dedication to delivering exceptional customer service.
• Capacity for innovation and idea sharing.
• Consistent demonstration of technical accuracy in work executed.

Job Offer

• Salary in-line with market rate, ranging from £40,000 to £52,000 per annum.
• Transparent and realistic opportunities for professional development and career progression.
• Friendly and supportive work environment.
• 25 days holiday.
• Hybrid and flexible working.
• Various other benefits to be discussed at interview.