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Private Client Tax Assistant Manager

62654
£40,000 - £45,000
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Jodi King

Private Client Tax Assistant Manager

A fantastic opportunity to join a Top 10 firm within their growing tax team at an incredibly exciting part of the growth journey. The variety of projects will challenge you every day, helping you expand your capabilities and grow professionally.

About the job

This role would suit someone who is looking for an environment where they will have opportunity to accelerate their knowledge, skills and development in a creative, entrepreneurial and supportive team working with lots of fantastic clients along the way. Surrounded by talent, this role will genuinely give you an opportunity to drive your continuing professional development. You’ll work on an impressive client list – from multinational and growth-focused entrepreneurs to fashion icons and premier league footballers.


Role & Responsibilities

  • You will be an integral part of a high performing tax compliance and advisory team that supports and advises a range of individuals, partnerships and trusts. Our private clients include high net worth individuals, dynamic entrepreneurs, internationally mobile executives and virtual family offices.
  • Become a key part of the client service team for a variety of clients, having regular dialogue with the client’s other key advisers and working with the team to plan the delivery of work to clients.
  • You will be expected to and be given the opportunity to build your external network of peers (client and non-client) and to aide this maintain an understanding of the breadth of the firm’s capability and general business and economic factors relevant to our clients.
  • On a day to day basis you will work closely with your colleagues to deliver a high-quality personal tax compliance service to your clients and to address any queries or enquiries regarding tax filings or payments from HMRC.
  • In addition, you will work closely with your colleagues to provide value, adding technically accurate, clear and concise tax advice covering a range of technical issues relevant to your client’s affairs, challenges and opportunities. Such areas are likely to include inheritance tax, capital gains tax, residence & domicile, Shareholder transactions including reorganisations, acquisitions and disposals.

Requirements

  • Ideally ACA, CA, ATT or CTA qualified
  • Work experience within an Accountancy Practice, with exposure to Personal Tax.
  • Experience of client handling and managing a busy portfolio.
  • Proven experience within an Advisory role (in addition to compliance work).
  • Experience of a client or customer facing environment would be advantageous.

For further information on this position, please apply direct or contact Jodi King from AJ Chambers.

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