At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax planning.
- Company: Respected accountancy firm with a strong regional reputation.
- Benefits: Hybrid working, flexible hours, and clear career progression opportunities.
- Other info: Opportunity to progress to Manager and Senior Manager roles.
- Why this job: Join a dynamic team and make a real impact in personal taxation.
- Qualifications: Experience in personal tax and excellent client relationship skills.
The predicted salary is between 50000 - 58000 £ per year.
Personal Tax Assistant Manager
Our client is a respected accountancy firm with a strong reputation in the region.
Their Private Client Tax team advises new‑money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a personal tax Assistant Manager.
The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team.
Genuine scope exists to progress to Manager and Senior Manager grades with the support of the team's Directors and Partners.
The firm has fully‑adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Responsibilities
- Manage a portfolio of HNW clients.
- Undertake complex compliance and ad‑hoc income and capital taxes planning.
- Provide excellent relationship management skills as a client‑facing role.
As an opportunity to pursue one’s career with a high‑end Private Client practice, whilst enjoying a flexible work/life balance.
(*The team would also consider someone joining at Manager grade).
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Personal Tax Assistant Manager - Exeter employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
