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Private Client Tax Manager

2 months ago

Euston, United Kingdom Austin Rose Associates Full time
Private Client Tax Assistant Manager - Opportunity

Workload: Personal Tax with compliance and advisory assignments

Location: London

Benefits: Hybrid working (2+ days in office). Up to 25 days holiday. Private Medical.

Austin Rose Associates, a leading independent accounting firm, is seeking a Private Client Tax Assistant Manager to join their team. The firm provides a commercially astute service aimed at entrepreneurial SMEs, large corporates, and high-net worth individuals.

The Private Client team comprises of 6 Partners and over 30 staff. Due to significant growth, the firm is seeking to recruit a Private Client Tax Assistant Manager to manage the day-to-day running of a portfolio of private clients.

Key Responsibilities:

  • Manage a portfolio of private clients covering billing, attending pitches, mentoring junior staff, and supporting partners in managing advisory assignments.
  • Have a minimum of 4 years' personal tax experience, ideally with some corporate exposure.
  • Be CTA qualified.
  • Have experience of dealing with non-doms and HNWIs.
  • Be comfortable reviewing tax returns and handling a portfolio of clients, including billing and marketing.
  • Ideally have some working knowledge of Digita software.

Requirements:

  • Minimum 4 years' personal tax experience.
  • CTA qualified.
  • Experience of dealing with non-doms and HNWIs.
  • Comfortable reviewing tax returns and handling a portfolio of clients.
  • Ideal working knowledge of Digita software.