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 aligned to one of the three areas, please apply today!
Your responsibilities as a Tax Assistant Manager will include:
- Managing your own portfolio, including responsibility for billing and monitoring work in progress
- Leading a team of junior colleagues, delegating work and supporting them with complex queries
- Review returns completed by junior colleagues
- Actively involved in advisory work and technical projects
- Communication with HMRC and any external stakeholders such as legal professionals, wealth managers etc.
- Support in business development initiatives, networking events and marketing the firms services
- Involved in new client meetings and supporting the onboarding process
You will be ATT and/or CTA / ACA qualified with experience supporting and advising HNW/UHNW individuals, Entrepreneurs and/or Trusts, Estates and IHT client work.
Benefits include flexible working of 3 days in the office, yearly discretionary bonus, flexible benefits allowance and health / medical insurance. There are a minimum of 25 days holiday + bank holiday + the option to buy and sell holiday.
