Private Client Tax Assistant Manager

As a Private Client Tax Assistant Manager, you will provide personal and trust tax compliance and associated advisory services to various clients. You will also work closely with the Senior Managers, Directors and Partners, assisting with compliance and advisory client work.
 
About the role:

• Be the main point of contact for clients and process client files.
• Prepare and review personal self-assessment tax returns, associated accounts, and claims for high net-worth individuals and trusts.
• Preparing and submitting Capital Gains Tax / Income / Inheritance tax reporting forms.
• Dealing with HMRC enquiries, penalty notices etc.
• Liaising with clients – building and maintaining relationships.
• Advising on day-to-day tax queries from clients.
• Supporting more senior staff in the Private Client Tax department with tax planning, including preparing IHT/CGT computations, wealth schedules and packs for advisory meetings.
• Coach and mentor junior team members to ensure compliance and service delivery.

About you:

• ATT/ CTA qualification or a similar professional qualification (QBE candidates may also be considered)
• Strong communication skills – both verbal and written.
• Experience of working in a client-facing role
• Excellent attention to detail
• Able to prioritise own workload and work to deadlines
• A passion for providing excellent customer service
• Ability to innovate and share ideas
• Demonstrate accuracy in technical work delivered
• Knowledge of Digita will be an advantage

About the rewards:

• Hybrid and flexible working
• Broad benefits package
• Career progression
• Option to buy extra holiday