At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and advise on complex tax matters.
- Company: Top 15 national Accounting Practice with a focus on client success.
- Benefits: Flexible working hours, remote options, generous holiday, and discretionary bonuses.
- Other info: Great opportunities for professional growth and development in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in the world of private client tax.
- Qualifications: CTA/ACA/ACCA qualified with strong communication and team management skills.
The predicted salary is between 51750 - 63250 £ per year.
A Top 15 nationally operating Accounting Practice is searching for a Private Client Tax Assistant Manager to join their team in Central London. Benefits include flexible and agile working (core hours 10am-2pm), with 2 days working from home, 25 days holiday + bank holidays + option to buy up to 5 days, and discretionary bonuses.
Your responsibilities:
- Manage your own diverse portfolio of clients including high-net-worth individuals, wealthy families, and offshore structures.
- Responsible for day to day communication and financial management of your portfolio.
- Advise clients on a range of often complex matters including international and cross-border.
- Work alongside leadership on complex project work.
- Manage the preparation, submission, and review of annual tax returns.
- Support business development and marketing initiatives.
- Support junior colleagues with their training, development and complex cases.
Your experience:
- CTA / ACA / ACCA qualified.
- Commercially astute.
- Excellent communication skills (written and verbal).
- Experience supervising / managing a junior team.
Private Client Tax Assistant Manager employer: Morgan McKinley
Morgan McKinley offers an exceptional work environment for a Terraform & AWS DevOps Engineer, providing the opportunity to collaborate with a leading UK insurance and financial services company. Employees benefit from a culture of innovation and support, with ample opportunities for professional growth and development in a dynamic, multi-vendor setting. The company's commitment to employee well-being and career advancement makes it an attractive choice for those seeking meaningful and rewarding employment.
