TPF Recruitment are proud to be working with one of the
region's most respected independent firms of chartered accountants, based in
Beaconsfield, who are looking to recruit a Personal Tax Assistant Manager to
join their collaborative and forward -thinking team.
This is an excellent opportunity to join a business where
innovation, flexibility, and people -first values come together. The firm is
known for its commitment to staff development, inclusive culture, and
high -quality client service.
The Firm:
With a heritage spanning over 100 years, this
well -established firm has grown to over 90 team members and continues to
maintain a strong presence in the market. Clients range from UK -based
individuals to international clients.
This is a firm that values its people just as much as its
clients. You'll find an open, progressive culture where there's no dress code,
no rigid hierarchies – just a supportive environment where new ideas and
professional growth are encouraged.
The Role:
As a Personal Tax Assistant Manager, you'll take ownership
of a diverse portfolio of high -calibre private clients, working closely with
senior leadership to deliver both compliance and advisory services. You'll also
support and mentor junior members of the tax team.
Requirements
Key Responsibilities:
* Manage
a portfolio of personal tax clients, including high -net -worth individuals
and trusts.
* Oversee
the preparation and review of self -assessment tax returns.
* Provide
bespoke tax planning advice, including areas such as Inheritance Tax
(IHT), Capital Gains Tax (CGT), and trusts.
* Support
senior tax managers and partners on technical and strategic tax matters.
* Supervise
and mentor junior team members, contributing to their development and
overseeing quality of work.
* Take
part in departmental initiatives and process improvements.
Benefits
o Salary circa £50,000 - £62,000 per annum depending on experience and qualification status.
o Extra benefits to be tailored around the successful candidate. Please contact Joe Potter on tel), mob), ;\/a>, or via LinkedIn for a confidential conversation.
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