The Private Client Tax Assistant Manager will support clients with their tax compliance and advisory needs, ensuring effective solutions and accurate reporting. This role in the professional services sector is based in Godalming and requires expertise in private client taxation.
Client Details
This is an opportunity to join a well-established professional services firm with a strong reputation for delivering high-quality tax and advisory services. The company operates as part of a medium‑size organisation, known for its sector expertise and client‑focused approach.
Responsibilities
* Manage a portfolio of private client tax clients, ensuring compliance and timely submissions.
* Provide tailored tax advice to high-net-worth individuals.
* Review tax returns prepared by junior team members for accuracy and compliance.
* Identify tax planning opportunities and provide solutions to clients.
* Support with HMRC enquiries and investigations, ensuring effective resolution.
* Build and maintain strong client relationships, acting as a trusted advisor.
* Collaborate with other departments to deliver comprehensive professional services.
* Assist in mentoring and training junior team members within the tax department.
Qualifications
* A professional tax or accounting qualification (CTA, ATT, ACA, or ACCA).
* Strong technical knowledge of private client tax.
* Experience managing a portfolio of clients.
* Excellent communication and interpersonal skills to liaise effectively with clients and colleagues.
* A proactive approach to identifying tax planning opportunities.
* Strong organisational skills to manage multiple client deadlines effectively.
Benefits
* Competitive salary ranging from £55,000 to £65,000 per annum.
* Comprehensive benefits package.
* Opportunities for career progression within the accountancy industry.
* Support for continuous professional development and training.
* A supportive and collaborative working environment in Godalming.
* Hybrid working.
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