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Private Client Tax Associate/Assistant Manager
1 month ago
My client in the Winchester area is currently in need of a Private Client Tax Associate/Assistant Manager due to expansion. The Role Your key responsibilities will include: 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 Calculation and advice of liabilities, together with due dates of payment to client 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 Assisting partners and senior staff members with technical queries Providing assistance to junior members of the team where appropriate Dealing with HMRC correspondence, telephone calls and enquiries General support to the tax team as required What we can offer you Exposure to a wide range of clients across many sectors 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 varied role in a talented and experienced team Joining a company with an exciting growth plan ahead Plenty of opportunities to increase your technical knowledge and skills 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 also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing About You 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. You will also have the following: 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. A Self-starter with a with a high level of resilience and attention to detail Strong interpersonal and communication skills, both written and verbal Organised and able to manage multiple projects simultaneously Strong aptitude for IT - able to pick up new technology quickly Can do attitude, positive and commercial approach Confident, tactful and discreet manner Strong team spirit but also effective working independently Location: Winchester Salary: £55,000 Please respond with your most up to date CV to be considered. Kind regards, Frankie White | Recruitment Consultant
