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Private client tax assistant manager

Godalming
Permanent
Page Personnel
Assistant manager
Posted: 24 September
Offer description

1. Private Client Tax Assistant Manager role
2. Well established accountancy firm

About Our Client

This professional services firm operates within the tax industry and has a strong regional presence. As a medium-sized organisation, it is well-regarded for its expertise and commitment to delivering tailored solutions for its clients.

Job Description

3. Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.
4. Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.
5. Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.
6. Collaborate with other departments to deliver integrated client solutions.
7. Support clients with HMRC enquiries and investigations.
8. Identify opportunities to enhance client service and offer value-added tax advice.
9. Mentor and develop junior team members to strengthen the department's capabilities.
10. Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

The Successful Applicant

A successful Private Client Tax Assistant Manager should have:

11. A recognised tax qualification, such as ATT, CTA, ACA or equivalent.
12. Experience working within a professional services environment in the tax industry.
13. Strong technical knowledge of private client tax matters, including compliance and advisory services.
14. Excellent communication skills to build and maintain client relationships.
15. A proactive approach to problem-solving and delivering tailored client solutions.

What's on Offer

16. A competitive salary ranging from £45,000 to £55,000 per annum.
17. Generous holiday allowance with opportunities for additional leave.
18. A supportive and collaborative company culture in Godalming.
19. Opportunities for career development within the tax department.
20. Flexible working arrangements to support work-life balance.

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