At a Glance
- Tasks: Manage private client tax compliance and provide expert advice on complex tax matters.
- Company: Top 10 accountancy practice with a supportive and technically focused environment.
- Benefits: Competitive salary, career progression, and opportunities to mentor junior team members.
- Other info: Join a dynamic team with excellent growth potential.
- Why this job: Take your tax career to the next level while building strong client relationships.
- Qualifications: Experience in tax compliance and a passion for client service.
The predicted salary is between 45000 - 55000 £ per year.
Private Client Tax Assistant Manager Cambridge £45,000 - £55,000 An established, top 10 accountancy practice is seeking a Private Client Tax Assistant Manager to join its Cambridge office.
This is an excellent opportunity for a tax professional looking to take the next step in their career within a supportive and technically focused environment.
The successful candidate will manage a portfolio of private clients, review personal tax compliance work, provide advice on complex tax matters, support the development of junior team members, and build strong client relationships while ensuring a high standard of service delivery.
Role Responsibilities Manage a portfolio of private client tax compliance work, ensuring assignments are delivered on time and to a high standard.
Review personal tax returns prepared by junior team members.
Prepare technical advice on complex private client tax matters for review by senior colleagues.
Identify tax planning opportunities for existing clients.
Attend pre-year-end and completion meetings with private tax clients where required.
Maintain strong client relationships and provide regular updates on the progress of assignments.
Monitor work in progress (WIP) and prepare draft fee proposals for approval.
Identify changes in the scope of client work and propose appropriate additional fees where necessary.
