Private Client Tax Assistant Manager

Private Client Assistant Manager
£40,000 - £47,000
Birmingham


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 regularly in the generation of internal and external PR material.
• 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 mentoring and support to junior staff, aiding 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.
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