Private Client Tax Assistant Manager

Private Client Tax Assistant Manager – London – Top 40 Firm

Are you CTA qualified and seeking a step up from Senior to an Assistant Manager role?

Our client is a Top 40 accountancy firm with a fantastic reputation for quality in everything it does. Being a stable and well-structured firm enables them to offer high-quality and excellent service levels as well as a working environment that allows you to grow and develop in a positive fashion. Many members of the team have joined from larger firms, including the Big 4, wanting a more sustainable work life balance whilst maintaining a technically challenging workload.

Private Client Tax Assistant Manager responsibilities include:

Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms and HNWIs.
Will be responsible for the preparation of the tax returns for approval by the client and for then electronically filing them.
Ad-hoc assignments in connection with the client’s affairs – incorporating inheritance tax, income tax and capital gains tax.
Assisting with s9A enquiries and preparing disclosures under the digital disclosure facility.
Responsible for monitoring own time budgets and chargeability.

As a Private Client Tax Assistant Manager, you will:

Be CTA or ACA (or ACCA and STEP) qualified
Have over 4 years’ Personal Tax experience
Experience working on your own portfolio of clients consisting of directors of owner-managed businesses, property clients, HNWI's, landed estates, non-UK domiciled individuals and non-resident clients
Looking for a role where you can build your advisory skills

In return, as a Private Client Tax Assistant Manager, you will receive: