Private Client Tax Assistant Manager / Manager

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.

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