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This is an excellent opportunity to join a well established and growing tax team as a Tax Assistant Manager, supporting a diverse private client portfolio while developing your advisory and leadership skills. The firm prides itself on delivering a high quality, relationship led service and offers a supportive environment where people are trusted, developed and encouraged to progress. This role would suit an experienced tax professional looking to take the next step into a more senior, client facing position with exposure to both compliance and advisory work, alongside responsibility for mentoring junior staff. As Tax Assistant Manager, you will work closely with the Tax Partner and senior members of the Private Client team, supporting the delivery of compliance and advisory services to a varied client base. Clients include high net worth individuals, non resident individuals and Trustees, offering interesting and technically varied work. You will manage your own portfolio of clients while contributing to wider tax planning projects and supporting the development of the tax team.
Job Responsibility:
Preparing and reviewing self assessment tax returns, including capital gains computations and property income schedules
Managing the tax return cycle, monitoring progress, deadlines and tax payments
Presenting completed returns and related advice clearly and confidently to clients
Drafting tax planning advice and supporting ad hoc advisory projects
Reviewing inheritance tax forms and supporting higher level planning work
Managing and developing client relationships, identifying opportunities for additional services
Taking responsibility for billing and portfolio management
Providing technical support to non tax colleagues
Reviewing work prepared by junior staff and supporting their development through coaching and feedback
Contributing to business development and representing the firm at networking events where appropriate
Requirements:
ATT qualified with at least two years post qualification experience, or qualified by experience
Holding or studying towards the CTA qualification would be advantageous
Nice to have:
Holding or studying towards the CTA qualification
What we offer:
Supportive environment where people are trusted, developed and encouraged to progress