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Private client assistant manager

2 months ago

Lichfield, Staffordshire, United Kingdom Concept Resources Full time

Responsibilities Research and provide technical updates to the tax department Assist in the provision of both internal and external PR material on a regular basis Assist the Private Client Tax Partners and Managers on the delivery of services to their portfolio of clients Apply technical knowledge to formulate and deliver tax advisory services and to provide commercial solutions to clients Recognises opportunities to mitigate tax liabilities and to liaise with Partners to implement these opportunities with the client base To proactively identify any changes in legislation and the impact this has on the client base.

Attributes Previous experience dealing with Trusts & Estates Develop and maintain effective communication with Partners, Directors and the wider team CTA qualification Be passionate about delivering the best service Have an inquisitive and tenacious work ethic Hold a full UK driving licence Have a confident and professional communication style