Job Title: Private Client Tax Assistant Manager
Location: St Albans, Hertfordshire - hybrid working model
Salary: £45,000 - £55,000 (dependent on experience) + benefits package!
The Role:
My client are hiring for a Private Client Tax Assistant Manager to join their vibrant team in Hertfordshire. This role will consist of a mixture of both compliance and advisory. You will be expected to run a portfolio which is a mix of complex returns as a case-handler, and more straight-forward cases as the acting manager. The role will also involve assisting on the delivery of advisory work including research on potentially new technical areas.
Key Responsibilities:
* Responsibility for a mixed portfolio of personal tax clients, largely UK domestic but with likely with some international elements (e.g. new arrivers, leavers, non-UK trusts).
* Assisting managers/directors/partners on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, pension planning pre April 2027 changes, coming to and leaving the UK.
* Preparation and attendance at both existing and potential new client meetings, and ensuring the work is carried out in a timely manner and within budget.
* Responsible for collating all the information needed to prepare the tax return involving liaising with other third-party professionals and on some occasions the clients themselves.
* Must be technically competent in dealing with all aspects of income tax (including National Insurance) and capital gains tax.
* Ad-hoc assignments in connection with the client's affairs - incorporating inheritance tax, income tax and capital gains tax.
* Assisting with s9A enquiries and preparing disclosures under the digital disclosure facility.
* Must be able to prioritise and organise own work to ensure consistently high standard of client care and to meet HMRC deadlines - working without supervision and to show initiative in dealing with clients' affairs.
* Responsible for monitoring own time budgets and chargeability.
* Reviews billing at least quarterly, prepares fee notes for approval by partner and organises deliver to the client.
* ?Contributes to the development of others within the team which is evidence by feedback
Qualifications / Skills:
* Minimum requirement to be CTA qualified
* Must have a minimum of 4+ years private client experience
* Good organisational skills and will be required to organise their own work to ensure that all deadlines are met.
* Good computer skills including a sound knowledge of Word & Excel are required - full training will be provided re use of AI within the firm.