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Private Client Tax Associate/ Assistant Manager

1 month ago

Winchester Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time €55,000

My client in the Winchester area is currently in need of a Private Client Tax Associate/Assistant Manager due to expansion.

Managing a portfolio of personal tax clients and ensuring compliance with HM Revenue & Customs and in-house deadlines

Preparing and processing self-assessment tax returns for individuals, partnerships and trusts

Assisting with client queries and providing ad hoc advice where requested with the support of senior members of staff

Billing personal portfolio clients after work completed

Dealing with correspondence, telephone calls and arranging and attending meetings with clients and potential clients

Dealing with HMRC correspondence, telephone calls and enquiries

General support to the tax team as required

Immediate entry to our Management Development Programme to develop leadership potential

Partner level mentor and a tailored career progression plan

Hybrid and flexible working

A tailored career progression plan

Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme

Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service

Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We would like to hear from you if you have a minimum of 3 years UK tax experience, from either a medium sized or mid-tier firm. ATT/CTA/ACA qualified, study support can be provided to progress to CTA if desired.

Significant experience within a private client tax team is required

Previous experience with agricultural and rural businesses would be preferred but not essential.

Organised and able to manage multiple projects simultaneously

Can do attitude, positive and commercial approach