Private Client Tax Assistant Manager

Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Manchester. Suited for a recently CTA Qualified individual with a strong foundation in personal tax seeking the next step up in their career and to develop their advisory skills.
You will be working with a diverse client base including HNWIs, Directors, Partnerships, Trusts & Estates, involving a mixture of tax planning, compliance and ad hoc advisory work.
Highly competitive remuneration and benefits package including manager & company bonus, private health insurance, option of WFH 3 days per week, and tailored progression plan.
The Role:
Managing a diverse portfolio of clients
Preparation and review of Personal Tax returns
Capital gains tax computations
Inheritance tax
Identifying tax planning opportunities
Assisting the Partners & Senior Management with advisory work
Reviewing the work of junior staff members
Assisting with ad hoc tax projects
Liaising with HMRC.
Dealing with client queries
Benefits Include:
Hybrid working (WFH up to 3 days a week)
Flexible working hours
Health insurance
Manager & Company bonus
WFH Allowance
Cycle to work scheme
Optional benefits
25 Days holiday
Option to buy/ sell holidays
You:
ATT Qualified/ CTA Part Qualified/ Qualified
Strong Personal/ Private client tax experience within a practice environment
Experience of managing a client portfolio (ideally)
Personal tax compliance proficiency
Strong communication skills
If this vacancy doesnt tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

TPBN1_UKTJ