Financial Planning Assistant Manager

3 days ago


Bury St, Suffolk, United Kingdom Lumeg Recruitment Full time
Job Description:

Lumeg Recruitment is seeking a Financial Planning Assistant Manager to join their team. The successful candidate will be responsible for providing financial planning and tax advisory services to private clients and owner-managed businesses in East Anglia, the home counties, London, and internationally.

The role involves preparing high-value clients' complex self-assessment tax returns and related tax calculations using the firm's software (CCH). The assistant manager will also review non-complex self-assessment tax returns and related tax calculations prepared by junior members of staff. Additionally, they will ensure all digital tax compliance and permanent files are prepared with the firm's guidance and kept up-to-date.

Key Benefits:
  • Estimated salary: £34,000 - £45,000 per annum;
  • 24 days' holiday (excluding bank holidays);
  • Matching employer pension contributions of up to 6% salary;
  • Social events paid for or subsidised by the firm.


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