A leading Private Client team located in Central London is currently recruiting for a Personal Tax Assistant Manager to join their highly established and growing Private Client Tax team.
The Private Client division is split into three core areas of Private Wealth, Trusts and Estates, and Entrepreneurial clients - so if your experience is more aligned to one of the above areas, please apply today for consideration!
Your responsibilities as a Tax Assistant Manager will include:
- Managing day to day client portfolio including billing and monitoring work in progress
- Delegate work accordingly to junior colleagues
- Review returns completed by junior colleagues and support them with complex compliance cases
- Responsible for communication with HMRC and external stakeholders, as well as intercompany collaboration
- Liaise proactively with clients on advisory matters
- Attend new client meetings with the appropriate partner/director contact
You will be ATT, CTA or ACA qualified and demonstrate experience of dealing with HNW/UHNW individuals, Partnerships and/or Trusts and Estates work.
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.
