Private Client Tax Assistant Manager
About the job
Are you seeking an opportunity to develop your management soft skills, and broaden your technical exposure and advisory experience?
A leading Private Client team located in Central London is recruiting for a Personal Tax Assistant Manager
Your responsibilities as a Personal Tax Assistant Manager will include:
- Managing day to day client portfolio including billing and monitoring work in progress
- Delegate work accordingly to your junior colleagues
- Review returns completed by junior colleagues and support them with complex compliance cases
- Responsible for communication with HMRC, third parties and internal collaboration
- Liaise proactively with clients regarding queries and advisory matters
- Attend new client meetings with the appropriate partner/director contact
- Actively support in business development with new and existing clients
You will be ATT, CTA or ACA qualified and be able to demonstrate experience of managing a portfolio of HNW/UHNW individuals, Partnerships and/or Trusts and Estates work, as well as as having prior experience of delivering advice, and supervising junior colleagues.
Benefits include flexible working of 2-3 days in the office, depending on the workweek and client meetings, yearly discretionary bonus, flexible benefits allowance and health / medical post probation. There are a minimum of 25 days holiday + bank holiday + the option to buy and sell.
