At a Glance
- Tasks: Manage a portfolio of 300+ private clients and oversee tax compliance processes.
- Company: Boutique accounting firm in the vibrant West End with a supportive culture.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Other info: Mentoring opportunities in a training-focused environment for career growth.
- Why this job: Make a real impact on high-net-worth clients' tax affairs while developing your skills.
- Qualifications: Familiarity with CCH software and knowledge of UK personal taxes preferred.
The predicted salary is between 51750 - 63250 £ per year.
Private Client Tax Assistant Manager / Manager
West End
Hybrid (3/2 split)
Permanent
£55,000 - £75,000 cer Financial are working alongside a boutique accounting firm, based in West End.
They are seeking a Private Client Tax Assistant Manager / Manager to work with them on a permanent basis.
Responsibilities
- Helping manage a portfolio of 300+ private clients and reporting to Directors and Partners.
- Handles complex tax affairs for high-net-worth individuals, including non-UK domiciled/non-long-term resident clients.
- Responsible for overseeing private client tax compliance processes and arising advisory with the support of the team.
- Collaborates closely with colleagues across business tax, audit, and accountancy teams.
- Provides both compliance and advisory services, ensuring a high standard of client service.
- Acts as a key contact for client queries and relationships.
- Reviews self-assessment tax returns for individuals, partnerships, and trusts.
- Regularly liaises with HMRC and other third parties to manage clients’ tax affairs effectively.
- Requires strong attention to detail, accuracy, communication skills, time management, and a proactive approach.
- Involves mentoring, training, and supporting junior team members and trainees within a training-focused environment.
- Candidate Requirements
- Familiarity with CCH software
- ATT / CTA or working towards either. Support for the competition of qualifications is provided.
- Understanding of UK personal taxes
- Experience of advising non-long-term residents, knowledge of trusts and of inheritance tax and probate, an advantage.
- #J-18808-Ljbffr
Private Client Tax Assistant Manager / Manager employer: CER Financial
As a leading tax, accountancy and business advisory firm based in London, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our commitment to excellence is reflected in our supportive environment, where you will have the opportunity to manage high-net-worth clients while mentoring junior team members, ensuring both personal and professional advancement. With competitive salaries and a focus on work-life balance, we offer a rewarding career path for those looking to make a meaningful impact in the field of taxation.
