Private Client Tax Manager (Part-Time, 2 days per week)
After a period of rapid growth, Create Balance are seeking an experienced Private Client tax professional to support the Tax Director. This is an exciting opportunity to really make your mark in a thriving firm, with the role growing as the business continues to expand. If you are a dedicated, detail-oriented team player and are looking to join a friendly, progressive, client-focused team where your contribution truly makes a difference, we'd love to hear from you
About the Role
* Part-time: 2 days per week (15 hours) to start with, with the opportunity to increase your days/hours as our business continues to grow
* Salary: £50,000 FTE (so £20,000 pro-rata)
* Based in our offices at the beautiful Eridge Park estate, near Tunbridge Wells
* Providing support to our Tax Director as she continues to grow the client base
* Working closely with our clients to provide expert support on their personal tax affairs
* Preparing and submitting personal tax returns with accuracy and efficiency
* Dealing with income tax and CGT issues arising on estates and probate cases
* Knowledge of trust accounts and taxation would be useful, but is not essential
Our Core Values
At Create Balance, our values are the foundation of everything we do:
* People First – we prioritise the health and wellbeing of our clients and staff
* Quality – we are committed to delivering our best work every time
* Collaboration – we believe in teamwork and supporting one another
* Efficiency – we produce timely, accurate work without compromising quality
* Innovation – we constantly ask ourselves if there is a better way to serve our clients
About You
* Ideally ATT qualified (or working towards this) with strong knowledge of UK personal tax
* Solid experience in the preparation of personal tax returns and managing the filing process
* Additional experience in income tax and CGT issues arising on death estates would be a bonus, but training will be provided for the right person
* Approachable, organised, and able to communicate clearly with clients and colleagues
* A team player who enjoys building relationships but is also confident working independently
What We Offer
* A flexible, supportive working environment
* The chance to grow your role and responsibilities as the firm expands
* Competitive salary (pro-rata) based on experience and qualifications
* Company pension
* Health cashback plan
* Free on-site parking
* Death in Service benefit
Job Types: Part-time, Permanent
Pay: £20,000.00 per year
Expected hours: 15 per week
Benefits:
* Company pension
* On-site parking
Work Location: In person