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Private client tax assistant manager

London
Permanent
Morgan Mckinley
Assistant manager
Posted: 28 September
Offer description

Private Client Tax Assistant ManagerA leading Private Client team located in Central London is recruiting for a Personal Tax Assistant Manager to join their growing Private Client tax team with either a core Private Wealth or Trust and Estates focus

Your responsibilities as a Tax Assistant Manager will include:
1. Managing day to day client portfolio including billing and monitoring work in progress
2. Delegate work accordingly to more junior colleagues
3. Review returnspleted by junior colleagues and support them withplexpliance cases
4. Responsible formunication with HMRC, third parties and intepany collaboration
5. Liaise proactively with clients on advisory matters
6. Attend new client meetings with the appropriate partner/director contact
You will be ATT, CTA or ACA qualified and demonstrate experience of dealing with HNW/UHNW individuals, Partnerships and/or Trusts and Estates work.

Benefits include flexible working of 2-3 days in the office, depending on the workweek and client meetings, yearly discretionary bonus, flexible benefits allowance and health / medical post probation. There are a minimum of 25 days holiday + bank holiday + the option to buy and sell.
Job ID JN -012025-1975715

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