1. Excellent opportunity
2. Join a leading regional firm that offers excellent career progression
About Our Client
This organisation is a small-sized professional services firm specialising in accounting and finance. They are known for providing bespoke solutions to clients and fostering a collaborative and supportive work environment.
Job Description
3. Manage private client tax compliance and advisory work.
4. Provide tailored tax planning advice to high-net-worth individuals.
5. Assist with the preparation and review of personal tax returns.
6. Support clients with inheritance tax and capital gains tax planning.
7. Collaborate with colleagues to ensure seamless client service delivery.
8. Keep up to date with changes in tax legislation and inform clients accordingly.
9. Identify opportunities for tax planning within the current client base.
10. Assist in mentoring junior staff members on tax-related matters.
The Successful Applicant
A successful Private Client Assistant Tax Manager should have:
11. A relevant qualification in accounting or tax (e.g., ATT, CTA, or similar).
12. Experience in managing private client tax matters within professional services.
13. Strong understanding of UK tax legislation, including inheritance and capital gains tax.
14. Excellent attention to detail and organisational skills.
15. The ability to build and maintain strong client relationships.
16. A proactive approach to identifying and solving client tax issues.
What's on Offer
17. A competitive salary in the range of £42,000 to £55,000 per annum.
18. Hybrid working arrangements to support work-life balance.
19. Generous holiday leave entitlement.
20. A supportive and collaborative company culture.
21. Opportunities for professional development and career progression.
This is an excellent opportunity to join a professional services firm in Southampton as a Private Client Assistant Tax Manager. If this role aligns with your expertise, we encourage you to apply today.