Job Description
An exciting opportunity has arisen for a Private Client Tax Assistant Manager to join a highly regarded firm of Chartered Accountants in Maidenhead. Offering flexible working, a company pension, and much more, this role provides an excellent platform for career progression within a supportive and forward-thinking environment. This is a fantastic chance to work with a diverse portfolio of clients while developing your technical expertise and leadership skills within a well-established practice.
Crowe Watson Recruitment is proud to be partnering with this leading firm, known for its commitment to employee development and client excellence. As a specialist recruiter within the accountancy practice sector, Crowe Watson is dedicated to connecting talented professionals with outstanding career opportunities. The firm offers a collaborative culture, exposure to complex private client work, and a clear pathway for progression.
The successful candidate will play a key role in managing a portfolio of high-net-worth individuals, trusts, and estates, ensuring compliance and delivering high-quality advisory services. You will work closely with senior stakeholders, supporting the development of junior staff and contributing to the continued success of the tax team in Maidenhead.
You might not meet all the criteria, but if you are passionate about developing yourself and your career, we’d love to hear from you.
Crowe Watson is acting as an Employment Agency, references to pay rates are indicative and salary is dependent on experience.
Key Responsibilities
* Managing a portfolio of private client tax clients, including HNWIs, trusts, and estates
* Preparing and reviewing personal tax returns and ensuring compliance with UK tax regulations
* Providing tax planning advice on income tax, capital gains tax, and inheritance tax matters
* Supporting Partners and Directors with complex advisory projects
* Assisting in the development and mentoring of junior team members
* Building and maintaining strong client relationships
Requirements
* ACA/ACCA/CTA qualified or part-qualified (or equivalent)
* Must have a minimum of 3 years previous experience working within a UK Practice environment
* Strong knowledge of UK private client tax legislation
* Excellent communication and interpersonal skills
* Ability to manage multiple deadlines and work effectively under pressure
* A proactive and detail-oriented approach