Private Client Tax Assistant Manager

Salary/Rate:£40,000 - £47,500
Job type:Perm
Town/City:Lichfield
County:West Midlands
Specialisms:Private Client Tax
Level:Assistant Manager
Job ref:546322
Post Date:23.05.24
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About the Role

Are you a Certified Tax Advisor (CTA) with a keen interest in providing tailored tax solutions to private clients? Are you adept at grasping their unique needs and delivering effective, friendly, and personalised resolutions?
 
They’re currently seeking a dedicated Private Client Tax Assistant Manager to join an incredibly supportive and conscientious Tax team. In this role, you'll play a crucial part in ensuring the highest standards of compliance and tax guidance are delivered to clients in a consultative, professional, and empathetic manner.
 
Responsibilities:
  • Conduct thorough research and provide timely technical updates to the tax department.
  • Collaborate in the generation of internal and external PR material regularly.
  • Support the Private Client Tax Partner and senior team members in delivering exceptional service to their client portfolio.
  • Leverage comprehensive technical knowledge to devise and deliver bespoke tax advisory services and propose practical solutions tailored to individual client needs.
  • Identify opportunities to mitigate tax liabilities and work closely with Partners to implement strategies effectively for the client base.
  • Proactively identify legislative changes and their potential impact on clients, keeping them well-informed.
  • Participate actively in client meetings, nurturing deeper understanding and insights into client requirements.
  • Provide mentorship and support to junior staff, aiding in their professional development journey. 
Desired Attributes:
  • Establish and maintain effective communication channels with Partners, Directors, and the wider team.
  • Possess a CTA qualification.
  • Demonstrate an enthusiastic commitment to delivering top-tier service.
  • Exhibit an inquisitive and determined work ethic.
  • Hold a valid UK driving license.
  • Project confidence and professionalism in your communication style.
  • This revised version offers a fresh structure and varied phrasing while still encapsulating the essence of the job role and its expectations.

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