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Private Clients Tax Trusts Assistant Manager, Newcastle upon Tyne
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Client:
SW Group
Location:
Newcastle upon Tyne, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
03f3a9806edb
Job Views:
2
Posted:
14.05.2025
Expiry Date:
28.06.2025
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Job Description:
We are seeking a talented newly qualified team member to join our Private Tax team in London, responsible for delivering annual tax compliance and planning work for a diverse portfolio of Trust clients.
As an Assistant Manager, you will be part of the delivery team working on client compliance, planning, routine checks, and practice development. This role offers a great opportunity for a newly qualified tax professional to advance their career in a supportive environment.
Available locations include:
* Cambridge
* Guildford
* Leeds / Harrogate
* London
* Newcastle
* Salisbury
Responsibilities include:
* Providing high-quality service to Trust clients
* Managing portfolio administration, compliance, accounts, tax returns, and computations
* Identifying planning opportunities
* Preparing client reports
* Responding to client inquiries regarding trust tax matters
Qualifications:
* ACA/CTA/STEP or equivalent (preferred)
Skills and experience:
* Experience in a professional services firm
* Knowledge of personal tax compliance and exposure to planning/advisory work
* Strong communication skills, both written and oral
* Interpersonal skills for liaising with clients and staff
* Ability to meet deadlines and respond to client needs
* Experience supervising staff and supporting senior management
Additional benefits include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contributions
* Hybrid working (role dependent)
* Generous holiday allowance with options to purchase extra
* Shared parental leave
* Funding for professional qualifications
* Cycle to work scheme
* Season ticket loan
* Eye care support
We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.
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