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Private Client Tax Assistant Manager

62532
£45,000 - £55,000
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Jodi King

Private Client Tax Assistant Manager – Top 10 Firm | Hybrid Working | Fantastic Culture!

A fantastic opportunity to join a Top 10 firm within their growing tax team in Bromley at an incredibly exciting part of the growth journey.

The Private Client Tax Service Line works with individuals, trustees, partnerships and sole traders in managing their tax affairs both on the compliance side and in relation to additional advisory matters.

About the role

The role is client-focused, providing timely and accurate delivery of tax services on behalf of a portfolio of personal customers. These will include high net worth individuals, partnerships, non-UK domiciled individuals and some UK and offshore trusts. You will build and maintain effective relationships with these clients with the intention of making you a valuable resource and adviser for their tax compliance affairs. You will also assist with the supervision of Tax Trainees, reviewing work and providing training where required, as well as supporting Managers, Directors and Partners in the team to deliver a range of complex tax advisory projects.

Role & Responsibilities

  • Acting as day-to-day point of contact for the client, ensuring the principles of excellent client service at all times.
  • Liaising confidently with clients and third parties over email, telephone, letter and in meetings, with the ability to explain complex tax matters.
  • Providing a full and personal tax compliance and advisory service as required by the circumstances of each client.
  • Providing adequate briefing, supervision and training for junior staff including review of their personal tax return preparation work for accuracy and completeness. To provide feedback to junior staff on a regular basis and as part of the appraisal process.
  • Preparing a variety of private client tax advice with support provided by senior members of private client team.
  • Maintaining an awareness of the firm’s specialist services and publications as well as an advanced level of technical knowledge through appropriate reading and courses, and fulfilling professional bodies’ CPD requirements.
  • Where necessary, working with the firm’s international network in relation clients’ non-UK tax matters, and ensuring UK and international advice is co-ordinated.
  • Attending business development activities as required and growing your own network, both internally and externally.

Requirements

The suitable candidate will pride themselves on delivering a first-class private client tax service with the desire to contribute to a collaborative and successful team.

  • ATT qualified and ideally ACA / CTA part-/fully- qualified.
  • Recent experience of working within a private client/personal tax environment, preferably in practice.
  • Well-presented and articulate, with experience of a high level of interaction with clients.
  • Proven experience in client handling and managing a busy portfolio.
  • High competency in Microsoft Excel, Word and PowerPoint.

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

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