Private Client Tax Assistant Manager

Worcestershire Permanent £40,000 - £52,000 per year
  • Work closely with Senior Managers, Directors and Partners on a mixed portfolio
  • Join a leading, entrepreneurial firm, and develop your career to new heights

About Our Client

Our client are a renowned firm of chartered accountants situated in Worcestershire, recipients of multiple industry awards in recognition of their outstanding services and entrepreneurship. Embracing modern methodologies in accountancy while upholding a dedication to superior client support, they offer a diverse array of services spanning various industries. They aren't your typical practice!

Owing to their expanding operations, they seek a Private Client Tax Assistant Manager to join an established and high-performing Private Client Tax division.

Job Description

  • Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised.
  • Undertake the preparation of intricate personal tax returns and associated claims.
  • Evaluate straightforward tax returns to guarantee precision and adherence to regulations.
  • Support senior team members in overseeing client portfolios as required.
  • Offer advice and assistance to junior team members.
  • Participate in client meetings to discuss their tax positions and provide updates.
  • Handle correspondence with HMRC on behalf of clients.
  • Supervise a portfolio and nurture relationships.
  • Provide counsel on routine tax inquiries and contribute to tax planning efforts.
  • Extend support to colleagues in alternate departments when necessary.
  • Ensure timely completion of tasks and efficient handling of billing.

The Successful Applicant

  • ATT/CTA accreditation, or an equivalent professional credential (or QBE will be considered).
  • Considerable involvement in personal and private client tax within a specialised or diversified capacity.
  • Effective communication abilities - oral and written track record of operating in a client-centric capacity.
  • Outstanding focus on precision.
  • Capable of managing personal workload and adhering to deadlines.
  • Dedication to delivering exceptional customer service.
  • Capacity for innovation and idea sharing.
  • Consistent demonstration of technical accuracy in work executed.

What's on Offer

  • Salary in-line with market rate, ranging from £40,000 to £52,000 per annum.
  • Transparent and realistic opportunities for professional development and career progression.
  • Friendly and supportive work environment.
  • 25 days holiday.
  • Hybrid and flexible working.
  • Various other benefits to be discussed at interview.
Adam Douglass
Quote job ref
Phone number
0797 781 7629

Job summary

Job function
Tax Practice
Business Services
Contract type
Consultant name
Adam Douglass
Consultant phone
0797 781 7629
Job reference