Join to apply for the Personal Tax Assistant Manager role at ACCA Careers.
Manage a portfolio of clients including company directors, business owners, high net worth individuals, and partnerships. Be comfortable with high-level client communication and capable of playing a managerial role for junior team members.
Client Details
Join a leading independent firm based in Bath. Exemplary client service is at the core of their operations. They have a proven track record of creating bespoke solutions for business owners, individuals, and their families.
Description
* Manage a diverse client portfolio including company directors, business owners, high net worth individuals, and partnerships.
* Maintain and develop tax relationships, providing exceptional client service.
* Review income tax and capital gains tax computations, liaising with specialists on technical matters.
* Review business and corporation tax computations prepared by the Business Services team for SMEs.
* Support and guide junior team members.
* Assist Partners with advisory projects.
* Research and understand technical tax matters, presenting them clearly and practically.
Profile
* ACA/ACCA and/or ATT qualified; CTA desirable.
* Solid experience in tax compliance review and portfolio management, with a desire to expand technical and advisory skills.
* Knowledge of inheritance tax and taxation of trusts is desirable but not essential.
* Excellent communication skills, both written and oral, with clients and colleagues.
* Client-driven, commercially aware, and a team player with a flexible attitude.
Job Offer
* Competitive salary: £45,000 - £62,000
* 25 days annual leave
* Flexi-time and toil options
* Hybrid working arrangements
* Pension contributions
* On-site parking
* Clear career progression opportunities
If interested, please contact Connor Matthews at Michael Page on 07778333489.
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