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Private Client Tax Assistant Manager

Employer
Taylor Rose Recruitment Ltd
Location
Somerset
Salary
45000.00 - 55000.00 GBP Annual
Closing date
28 Feb 2024

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This opportunity would suit a recently CTA qualified (PQ or ATT Qualified also considered) Personal Tax professional looking for their first step up into management focussing on advisory work.You will be working with an entrepenurial client portfolio including HNWIs, Trusts & Estates, Directors, Partnerships, supporting the leadership team in the priovision of advisory services. Personal progression plan to Manager/ Senior Manager with lots of company benefits incuding paid overtime TOIL, company bonus, flexible hours and the option of WFH 3 days a week. Part time also considered. More info can be seen below:The Role:Managing a portfolio of private clientsIdentifying tax planning opportunitiesCapital gains computationsCalculating tax liabilitiesReaserach and planning on projectsInheritance taxCrypto assetsAd hoc advisory projectsCorresponding with HMRC as requiredDealing with client queriesClient meetingsYou:CTA Qualified (ideally)PQ/ ATT Qualified also consideredPersonal/ Private client tax experience within a practice environmentExperience of managing a client portfolio (ideally)Personal tax compliance proficiencyStrong communication skillsBenefits:Private Health insuranceCompany BonusFlexible/ Hybrid WorkingGenerous Holiday entitlementOption to buy/ sell 5 days holidayRegular Social & Charity EventsPaid overtime TOILCTA study support (optional/ if required)If this vacancy doesn t tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

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