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Private Client Assistant Manager

2 months ago

Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

About the Role

We are seeking a highly skilled Private Client Assistant Manager to join our team in a senior tax advisory role. As a trusted tax advisor, you will work closely with clients to provide tailored support and enable them to plan their tax affairs effectively.

Key Responsibilities

  • Provide tax advice and support to a diverse portfolio of clients, including high net worth individuals, business owners, funds, wealthy families, and trusts.
  • Prepare and review tax returns for clients, ranging in complexity.
  • Get involved in a wide variety of tax projects, including inheritance tax work, succession planning, corporate restructuring, residency, capital gains, and trusts work.
  • Collaborate with clients to understand their tax needs and develop effective tax strategies.

Requirements

  • Excellent tax experience working with individuals and/or businesses.
  • Exposure to advisory work in addition to tax compliance.
  • Professional accountancy and/or tax qualifications (ATT/CTA/ACA/ACCA) or working towards completion.

What We Offer

  • An excellent opportunity to further your career and gain varied advisory experience.
  • Closely collaborate with clients and senior members of the team.
  • A comprehensive salary and benefits package.
  • An opportunity for further study towards CTA.
  • A hybrid working arrangement with the option to work from either the Birmingham office or the East Midlands.