At a Glance
- Tasks: Manage a diverse portfolio of private clients and review complex tax returns.
- Company: Join a leading accountancy and advisory firm with a supportive culture.
- Benefits: Enjoy career progression, ongoing training, and increased responsibility.
- Other info: We value diversity and encourage all backgrounds to apply.
- Why this job: Take ownership of your work and make a real impact in tax planning.
- Qualifications: Accountancy or tax qualification and experience in personal tax returns.
Take the next step in your private client tax career with greater ownership, complex work and a clear route to Manager. A leading accountancy and advisory firm is looking for a Private Client Tax Assistant Manager to join its growing team. You will manage a varied portfolio of private clients, review complex tax returns and support the delivery of high-quality tax planning and compliance work. Alongside your technical responsibilities, you will help develop junior colleagues, build strong client relationships and contribute to business development initiatives.
Responsibilities:
- Manage a portfolio of private clients with varied and complex tax requirements
- Review personal tax returns, tax packs and client correspondence
- Support workflow planning, billing and the monitoring of work in progress
- Delegate work to junior team members, providing guidance and constructive feedback
- Maintain up-to-date technical knowledge through research, training and departmental initiatives
Requirements:
- An accountancy or tax qualification such as ATT or CTA
- Experience preparing and reviewing personal tax returns
- The confidence to manage client relationships and respond to technical queries
- Experience supporting, reviewing or developing junior colleagues
Benefits:
- The opportunity to manage a complex and varied private client portfolio
- Increased responsibility and a clear platform for progression to Manager
- Ongoing technical training and career development
This is an excellent opportunity for an experienced private client tax professional looking to take greater ownership of their work and continue progressing within a supportive and ambitious firm.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Personal Tax Assistant Manager in Ipswich employer: Rutherford Briant
Join a dynamic and supportive team that values work-life balance, offering you the flexibility of remote work with minimal travel to London. As a growing SME, we prioritise employee development and provide ample opportunities for professional growth, ensuring you can thrive in your bookkeeping career while enjoying a collaborative and inclusive work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager in Ipswich
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We think you need these skills to ace Personal Tax Assistant Manager in Ipswich
Some tips for your application 🫡
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