Overview
Our Private Client Tax department are looking for an Assistant Manager to join their exciting and growing team.
Department: Private Client Tax
Location: Godalming, Surrey
Compensation: £55,500 - £62,000 / year
Responsibilities
* Managing a Private Client portfolio, consisting of a mix of clients with varied sources of income e.g., earned and investment income.
* Responsible for mentoring junior team members including reviewing their work.
* Primary point of contact for clients.
* Dealing with partnerships and high net worth individuals.
* Dealing with a wide range of capital gains tax issues.
* Delivery of technical advisory work on the portfolio.
* Dealing with one off advisory and compliance assignments.
* Assisting at client meetings.
* Proposing and raising client bills and regularly reviewing WIP.
Skills, Knowledge and Expertise
* ATT and/or CTA qualified, with strong technical expertise across UK personal and private client taxation.
* Solid experience in Self‑Assessment, tax computations, report writing and ad hoc advisory work.
* Advising on complex matters including incorporations, EIS/VCT/SEIS investments, IHT planning and trusts.
* Good working knowledge of international tax principles, UK residence and domicile, and double tax relief.
* Experience handling HMRC enquiries, including settlements and penalty negotiations.
* Proven ability to advise a broad private client base including HNWIs, non‑UK domiciled and non‑resident clients, owner‑managed businesses and property owners.
* Commercial mindset with experience agreeing fees, spotting opportunities and contributing to business development.
* Strong delivery, people management and communication skills, with the ability to manage multiple matters and support junior team members.
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