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Private Client Assistant Manager

3 months ago

Lichfield, United Kingdom Concept Resources Full time
Responsibilities

Research and provide technical updates to the tax department
Assist in the provision of both internal and external PR material on a regular basis
Assist the Private Client Tax Partners and Managers on the delivery of services to their portfolio of clients
Apply technical knowledge to formulate and deliver tax advisory services and to provide commercial solutions to clients
Recognises opportunities to mitigate tax liabilities and to liaise with Partners to implement these opportunities with the client base
To proactively identify any changes in legislation and the impact this has on the client base
.
Attributes

Previous experience dealing with Trusts & Estates
Develop and maintain effective communication with Partners, Directors and the wider team
CTA qualification
Be passionate about delivering the best service
Have an inquisitive and tenacious work ethic
Hold a full UK driving licence
Have a confident and professional communication style