Private Client Tax Assistant Manager / Manager – Top 15 Firm – Salisbury
Are you a Private Client Assistant Manager looking to take a step up or an experienced manager seeking long term career progression? Do you want the opportunity to get involved with Trusts Tax? Are you seeking a firm that values flexibility?
Our client is a Top 15 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.
Private Client Tax Asst Manager / Manager responsibilities will include:
- Managing a diverse portfolio of clients, including individuals, business owners, and trustees
- Identifying planning opportunities and deliver proactive advice, in areas such as Income tax, Capital Gains tax, Inheritance tax, and the taxation of Trusts
- Overseeing the preparation and submission of Self-Assessment and other returns for the office
- Participating in internal operational and strategic discussions regarding service offering
- Identifying opportunities for cross-selling tax and other services
- Managing financial responsibilities, budgets, billing and collection, as required to support colleagues
As a Private Client Tax Asst Manager / Manager you will be/have:
- CTA qualified, or ATT, although qualified by experience will be considered, and experience at Assistant Manager/Manager level
- Proven ability to manage a varied and complex portfolio of private clients
- Experience in advising clients on various tax matters, including Income tax, Capital Gains tax, Inheritance tax, and Trusts
- Ability to manage time and meet deadlines, prioritise work and multi-task
- 6 years Private Client Tax experience
In return, as a Private Client Tax Asst Manager / Manager, you will receive:
- Paid overtime
- 30 days holiday
- Hybrid working (50% working from home)
- Private medical
If you are looking for Private Client Tax Asst Manager / Manager jobs in Wiltshire, please contact Austin Rose, the public practice recruitment specialists.
Reference
ARJ18571
Sector
Personal Tax, Taxation
Salary
£40,000 to £60,000 Per Annum
Town/City
Salisbury
Contract
Permanent
Closing Date
17/08/2025
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