At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide tax advisory services.
- Company: Leading accountancy and advisory firm with a supportive culture.
- Benefits: Flexible hybrid working, clear career progression, and professional development opportunities.
- Other info: Dynamic environment with opportunities for coaching and mentoring junior team members.
- Why this job: Gain exposure to complex projects and work directly with senior professionals.
- Qualifications: Experience in private client tax and strong communication skills required.
The predicted salary is between 54000 - 66000 £ per year.
- Excellent exposure to HNW individuals, families, trusts and offshore structures
- Varied role covering compliance, advisory and HMRC enquiries
- Work directly with senior managers, directors and partners
- Clear career progression and professional development opportunities
- Flexible hybrid working with two home-working days
“I’m working with a leading accountancy and advisory firm looking to recruit an ambitious Private Client Tax Assistant Manager.
This is an excellent opportunity to manage a varied client portfolio, gain exposure to complex advisory projects and continue developing within a supportive and growing private client tax team.”
About the Job
Working closely with senior managers, directors and partners, the Private Client Tax Assistant Manager will be responsible for managing a portfolio of private clients and completing the following duties:
- Manage a portfolio of high-net-worth individuals, wealthy families, trusts and offshore structures.
- Prepare, review and submit personal tax returns.
- Ensure all tax returns comply with relevant tax legislation and filing requirements.
- Advise clients on a range of UK private client tax matters.
- Support international and cross-border tax advisory projects.
- Assist with inheritance tax, succession planning and profit extraction advice.
- Gain exposure to offshore trusts and international structures.
- Support OMB restructuring projects, including mergers, demergers, acquisitions and tax due diligence.
- Manage P11D, inheritance tax and personal tax compliance matters.
- Liaise directly with clients and HMRC regarding personal tax queries.
- Support HMRC enquiries, investigations and voluntary disclosures.
- Build and maintain strong relationships with clients.
- Identify tax advisory opportunities and potential additional work.
- Support business development and marketing initiatives.
- Assist senior colleagues and partners with complex private client projects.
- Supervise, coach and support junior members of the team.
- Manage assignments effectively while contributing to revenue and profitability targets.
- Maintain up-to-date technical knowledge through ongoing professional development.
- Previous Experience
- Previous private client tax, personal tax or mixed tax experience within an accountancy practice.
- Currently operating at Assistant Manager level or an experienced Tax Senior ready to progress.
- Experience managing or supporting a portfolio of private clients.
- Strong personal tax compliance experience.
- Exposure to P11Ds, inheritance tax, trusts or international tax would be advantageous.
- Experience working with HNW individuals, families or trusts would be desirable.
- Strong technical knowledge with the ability to research complex areas of tax legislation.
- Confidence communicating directly with clients and HMRC.
- Previous experience supervising or supporting junior team members would be advantageous.
- Strong organisational skills and the ability to manage competing deadlines.
- Commercial awareness and an interest in tax advisory and business development.
- CTA, ACA, ACCA, CA qualified or an equivalent professional qualification.
- #J-18808-Ljbffr
Assistant Tax Manager - Private Client employer: HireIQ
Join one of the UK's most progressive accountancy and business advisory firms, where you will thrive in a dynamic and collaborative environment that prioritises employee wellbeing and career development. As an Employment Tax Senior Manager, you'll enjoy a clear pathway to leadership roles while working on complex advisory projects for a diverse client portfolio, all within a flexible hybrid working model that promotes a healthy work-life balance. With generous benefits including enhanced parental leave and a strong focus on technical development, this firm is committed to nurturing your professional growth and success.
