At a Glance
- Tasks: Assist in delivering top-notch tax and compliance services to personal tax clients.
- Company: Join a leading regional tax and accounting advisory firm with a supportive team.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to build strong client relationships and enhance your career.
- Why this job: Make a real difference for high-net-worth individuals and grow your expertise.
- Qualifications: ATT/STEP qualified or part-qualified with relevant experience.
The predicted salary is between 55000 - 65000 £ per year.
Your new company is one of the leading regional tax and accounting advisory firms with five offices across the northwest, employing over 200 staff, providing expert advisory and compliance services to a wide variety of SMEs and large groups.
Your new role as a Private Client Assistant Manager will involve being part of a growing team of advisors and specialists who provide high-quality tax and compliance services to personal tax clients, including high-net-worth individuals, trusts and estates.
- Dealing with tax compliance matters for personal tax and trust clients, ensuring a first-class service is delivered.
- Preparation of tax returns, ensuring all necessary data is collated.
- Estate administration and accounts preparation.
- Ensuring compliance with the Trust Registration Service, including preparation of Inheritance Tax event forms.
- Establishing and maintaining strong client relationships through regular ongoing communication.
- Dealing with communications from HMRC, third parties and clients.
- Aiding the tax and trust management team on various ad hoc tasks, compliance and advisory, as and when required.
- Undertaking technical research into specific areas of legislation; ensuring your knowledge is regularly updated.
What you will need to succeed: ATT / STEP qualified or part-qualified would be ideal. Relevant experience is also important.
Private Client Assistant Manager employer: Hays Senior Finance
As a leading regional tax and accounting advisory firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer numerous growth opportunities and encourage continuous learning, making us an excellent employer for those seeking a meaningful career in the financial sector. Our offices across the northwest provide a dynamic environment where you can build lasting client relationships while contributing to the success of SMEs and high-net-worth individuals.
