Private Client Tax Assistant Manager - Norwich
Our client is seeking a skilled and client-focused Private Client Tax Assistant Manager to join their Norwich-based accounting firm. In this pivotal role, you will manage a diverse portfolio of private clients, delivering exceptional tax compliance and advisory services with a personal touch. This is a great opportunity for a proactive tax professional to build their expertise and leadership in private client services.
Key Responsibilities
* Manage a varied portfolio of private client tax compliance, including personal tax returns, trusts, estates, and capital gains tax computations.
* Provide technical advice on inheritance tax planning, trusts, lifetime tax planning, and complex personal tax issues.
* Liaise with clients and their advisers, ensuring excellent service and timely delivery of work.
* Prepare reports and assist with client meetings, supporting partners and managers with tailored tax strategies.
* Supervise and mentor junior team members, promoting their development and technical growth.
* Ensure compliance with all relevant tax legislation and keep up to date with regulatory changes affecting private clients.
Required Experience
* ACA and/or CTA qualified (or equivalent).
* Significant experience working within private client or wealth management tax teams in an accountancy firm.
* Strong knowledge of personal tax legislation including IHT, trust taxation, CGT, and income tax.
* Excellent communication and client relationship management skills.
Desired Experience
* Experience in advising high-net-worth individuals and families.
* Familiarity with estate planning, probate, and succession planning.
* Exposure to digital tax platforms and cloud accounting software.
What We Offer
* Competitive salary and benefits reflective of experience.
* Flexible and hybrid working arrangements.
* Structured career development and progression opportunities.
* Supportive and collaborative working environment in Norwich city centre.
If you are a dedicated private client tax specialist looking to advance your career with a forward-looking Norwich firm, please get in touch.