I am currently working with a Top 20 award-winning professional services firm currently seeking a Private Client Tax Assistant Manager to join their growing and highly reputable team.
This firm fosters a strong culture and focusses on long-term relationships, offering clients support throughout their business lifestyle. They are focused on the professional and personal development of their colleagues and foster a strong work-life balance. If you are looking to join a forward-thinking firm where your career can thrive, this would be a great opportunity for you.
The role:
* Manage a portfolio of private clients including HNWI, sole traders, non-doms etc
* Review personal tax returns and prepare complex compliance cases
* Provide ad hoc advice to the portfolio of clients and assist senior members of the team on any advisory projects
* Liaising with HMRC and handling client enquiries.
* Act as the main point of contact for clients
The candidate:
* ACA/ ATT qualified and CTA part or qualified
* Strong technical knowledge and experience of working with private clients
* Previous portfolio management experience
* Strong communication skills
* A proactive, motivated and collaborative candidate
What's on offer:
* Competitive salary and benefits package
* Hybrid working and flexible hours
* Clearly defined career partway from day one
What you need to do now
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