Assistant Manager - Private Client Tax

Hays Senior Finance; Reading; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading national firm seeks a Private Client Tax Assistant Manager in Reading. The role involves overseeing tax compliance for a portfolio of private clients, offering proactive tax advice, and contributing to advisory projects. The firm values collaboration and professional growth, making it an ideal place for career development.

Benefits

Ongoing learning opportunities

Competitive salaries

Flexible working arrangements

Qualifications

• Experience managing private client portfolios.
• Proactive and reactive UK tax advice.
• Enthusiastic about client service and personal development.

Responsibilities

• Oversee personal tax compliance and tax return processes.
• Manage client relationships for individuals and businesses.
• Support advisory projects and conduct technical research.

Skills

Client Service

Tax Compliance

Technical Research

Microsoft Excel

Adaptability to Technology

Education

ATT or CTA Qualification

Tools

CCH

IRIS

Job description

Private Client Tax Assistant ManagerReading
Permanent, Full-Time

About the Firm

A leading national audit, tax, advisory, and consulting firm with international reach and local expertise. The firm provides high-quality services to support clients in making informed decisions that drive long-term success.
About the Role
An opportunity has arisen for a Private Client Tax Assistant Manager to join a growing tax team. The role focuses on managing a portfolio of private clients, ensuring tax compliance and providing advisory services to individuals, owner-managed businesses, and high-net-worth families.Responsibilities include overseeing tax return processes, managing client relationships, and supporting the team with technical research and compliance. The role also offers opportunities to contribute to advisory projects alongside other tax specialists.
Key Responsibilities

• Oversee personal tax compliance, including computations, filings, and payments.
• Manage tax relationships for a portfolio of individuals, trusts, and businesses.
• Liaise with HMRC and other third parties, including investment managers and banks.
• Provide clients with proactive and reactive UK tax advice, conducting technical research where required.
• Support advisory projects in collaboration with colleagues across different departments.
• Assist with compliance for employment-related securities and P11D preparation post tax return season.

Qualifications and Experience

• ATT and/or CTA qualification (or near completion preferred).
• Experience managing private client portfolios, ensuring tax filing and payment obligations are met.
• Strong knowledge of Microsoft Office, particularly Excel. Familiarity with CCH and IRIS software is beneficial.
• Enthusiasm for client service and a results-driven mindset.
• Eagerness to develop personally and professionally.

Leadership & Development

• Work collaboratively within a close-knit team, contributing to process improvements.
• Provide coaching and mentorship to junior staff, supporting their career development.
• Adapt to evolving technologies, including AI and automation in tax services.
• Maintain high standards and adhere to risk management policies.

Why Join?
The firm prioritizes a collaborative, inclusive, and supportive work culture, providing employees with ongoing learning opportunities, competitive salaries, and flexible working arrangements. A commitment to diversity ensures that all employees can thrive and progress based on merit.

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