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Private Client Tax Assistant Manager

A leading UK wealth management and professional services group with over 186 years of experience are looking for a Private Client Tax Manager to join their London office. They offer financial and professional services to individuals, family trusts, intermediaries, charities, and businesses. Known for their growth and innovation, they focus on personal, partnership, and performance values.

Role Purpose: As an Assistant Manager, you will ensure annual tax compliance and identify planning opportunities for a diverse client portfolio.

Responsibilities:

  • Deliver high-quality client service.
  • Manage a portfolio including sole traders, partners, HNWIs, non-UK domiciliary, non-UK residents, partnerships, and trusts.
  • Handle compliance, accounts, tax returns, and computations.
  • Identify planning opportunities and prepare client reports.
  • Attend client meetings and answer tax-related queries.
  • Ensure compliance with internal procedures.
  • Manage client billing and time analysis.
  • Attend internal training sessions.
  • Support colleagues on various tasks.
  • Participate in business development and marketing activities.

Key Competencies:

  • Planning and organizing workload.
  • Strong written and oral communication skills.
  • Customer focus and meeting deadlines.
  • Teamwork and supporting staff.
  • Maintaining technical expertise.

Qualifications:

  • ACA/CTA or equivalent qualification.
  • Experience in a professional services firm.
  • Knowledge of personal tax compliance and advisory work.

Benefits:

  • Competitive salary, private medical insurance, life assurance, pension contribution.
  • Hybrid working model, generous holiday package, option to purchase additional holiday, shared parental leave.

If you're interested in exploring this opportunity further, please apply directly or drop me an email with your full CV to: Tasnima.rashid@ambition.co.uk

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer £200 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.co.uk/refer-a-friend