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Private Client Tax Assistant Manager
3 months ago
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.
