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Private client tax assistant manager

Ipswich
Insite Public Practice Recruitment Limited
Assistant manager
Posted: 17h ago
Offer description

Job Description

Up to £45,000 | Full-time with Flexible Working | Excellent Career Development!

Are you an ambitious tax professional ready to take the next step in your career? Join a fantastic Private Client Tax team in a modern Ipswich office and work with an impressive portfolio of high-net-worth individuals, entrepreneurs, and family trusts.

Job Title: Private Client Tax Assistant Manager

Location: Ipswich Office, IP1

Salary: Up to £45,000!

Why This Role?

* Diverse & Rewarding Work: Handle a varied client portfolio including HNW individuals, business owners, professional practices, company directors, and family estates - no two days are the same!
* Career Growth: Perfect opportunity for personal and professional development in a supportive team environment that encourages innovative client solutions.
* Work-Life Balance: Enjoy flexible working arrangements under our agile working policy, combining office and home-working.

What You'll Do:

* Prepare and review tax returns for individuals, partnerships, trusts and estates
* Complete Capital Gains Tax returns and Inheritance Tax accounts
* Handle Trust Registration filing requirements
* Manage HM Revenue & Customs enquiries with confidence
* Support exciting tax advisory projects
* Mentor junior team members and help shape their development
* Manage your own client portfolio with full accountability

What I'm Looking For -

Essential:

* Minimum 2 years recent practice experience in personal tax
* ATT qualification (or above) - study support available for CTA progression
* Strong client portfolio management experience
* Excellent organisational skills and deadline management
* High ICT literacy (MS Office, tax software packages)
* Outstanding communication skills for client-facing work
* Meticulous attention to detail

Desirable:

* Experience with budget control and billing
* Knowledge of CCH software
* Mixed tax role background

Ready to Advance Your Tax Career?

Join a Top 60 Firm that values your expertise and invests in your future. They can offer comprehensive benefits, professional development opportunities, and a collaborative culture where your contributions make a real difference.

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